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Author Archive - Valuewalk

Maui Land & Pineapple Company Long Thesis With Papyrus Capital

In the Q3 2018 issue of Hidden Value Stocks, Nitin Sacheti of Papyrus Capital presented one of his favorite stock ideas at the time, Maui Land & Pineapple......(read more)

Gate City Capital: Long PICO Analysis

In the Q1 2019 issue of Hidden Value Stocks we featured Gate City Capital. Gate City Capital’s founder, Mike Melby, picked out AMREP Corporation (NYSE......(read more)

AZO and ORLY: Which one is a better buy?

AutoZone, Inc. (NYSE:AZO) and O’Reilly Automotive Inc (NASDAQ:ORLY): Both auto parts retailers are uncorrelated to S&P 500, but which one is a better......(read more)
Jeff Smith Starboard Value

Starboard’s Opportunistic Buying Of Commvault

By March 12, when the S&P 500 Index was already down 15% and lockdowns in response to the COVID-19 pandemic were starting to become normalized, new......(read more)

10 Coronavirus Stocks That Benefited The Most From The Pandemic

The coronavirus pandemic has sent ripples through the global stock market. The US stocks have entered the bear territory. Several large corporations have......(read more)
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Will Fannie Mae, Freddie Mac survive the coronavirus crisis?

Fannie Mae and Freddie Mac have taken several big steps to help homeowners stay in their homes despite the coronavirus-related job losses. However, those......(read more)
Microsoft Corporation (NASDAQ:MSFT), Microsoft corporate offices, people, sign, building, logo

Microsoft Corporation Stock Analysis

Summary My top idea is Microsoft Corporation (NASDAQ:MSFT) stock Market capitalization is over 1 trillion US dollars Rating: AAA (S&P and Moody’......(read more)
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Zoom stock: Privacy and China connection weigh on shares

One of the few stocks that has benefited from the coronavirus pandemic is Zoom, although the stock is now under pressure due to privacy concerns. Zoom......(read more)

“Starbucks of China” down almost 70% on Thursday on fraud claims

Luckin Coffee (NASDAQ:LK) stock tanked more than 80% (and is down 66% at the time of this writing) after the company revealed an investigation that essentially......(read more)
Tesla Motors Inc (NASDAQ:TSLA), Car, Showroom, Customer, Logo, Automotive, Brand, Shop, Sales, Building,

Telsa is NOT a hypergrowth company : Stanphyl Capital

Stanphyl Capital’s letter to investors for the month of March, 2020 discussing that Tesla Inc. (NASDAQ:TSLA) isn’t a hypergrowth company. Stanphy......(read more)

Tesla stock rally: shares rise with the stock market

Tesla‘s stock rally continued today as analysts debate the company’s long-term prospects. Several analysts have cut their price targets for......(read more)
TUBE, TubeMogul, Sony Vaio, Samsung, LG, Panasonic, Toshiba, Lenovo

Costco Wholesale: A Standout in the Saturated Retail Sector

In the past few months, we have seen stocks across the board plummet. However, Costco Wholesale Corporation (NASDAQ:COST)’s unique wholesale business......(read more)

ViacomCBS Inc, A Nostalgic Powerhouse

When you ask any 90s kid which parts of their childhood they are most fond of, you may be surprised at one common factor they all share: watching cartoons......(read more)
Fannie and Freddie Third Point

Fannie Mae offering: here’s what must be resolved first

Many investors are looking forward to the day Fannie Mae and Freddie Mac hold their offerings after being released from their conservatorships. However......(read more)
oil, worker, rig, gas, mining, drilling, man, business, engineer, petroleum, platform, job, fuel, collar, helmet, blue, russia, inspector, fossil, pump, oilman, power, male,

A Hedged Strategy To Play An Oil Market Collapse

In my last post (“Too Late To Hedge“), I wrote that it was too late to hedge market risk, but not too late to go on offense: Go on offense. If you......(read more)
Warren Buffett

Good Times, Bad Times

In an extended series of articles beginning in the fall of 2019 published here on Valuewalk and on, I reiterated the theme that......(read more)

Gold Outlook Remains Bullish Despite Temporary Setback

The outlook for gold prices looks bullish even though the metal’s price has declined today. Investors started to rotate back into risk assets, boosting......(read more)
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REIT Versus Buying Investment Property

In the mid-19th century, Andrew Carnegie said that “90% of millionaires became so through owning real estate.” Almost two hundred years later, it’......(read more)
Where to Invest?

UniFirst Corp: Growth potential at a discount

The Broad Market Index was down 1.25% last week and 57% of stocks out-performed the index. Among stocks under-performing the market is UniFirst Corp (......(read more)
Most Expensive Cruises in the World

Valuation & Dividend Safety Analysis: Royal Caribbean Cruises

Royal Caribbean Cruises Ltd (NYSE:RCL) has been pummeled by the market downturn resulting from the coronavirus scare. The stock is down over 30% in the......(read more)

Tesla Shorts Still Have a Long Way To Go to Recoup Losses

Tesla stock declined along with much of the rest of the U.S. stock market today, adding to the gains enjoyed by shorts. Bloomberg reported that Tesla......(read more)
coronavirus fatality rate percentage

These Stocks are Gaining Despite Coronavirus Threat

The coronavirus has put financial markets worldwide in panic mode. All major stock indices, including the S&P 500, have been seeing a persistent decline......(read more)
Fannie and Freddie Third Point

Fannie Mae, Freddie Mac Downgraded to Sell

Bank analyst Dick Bove of Odeon Capital downgraded the common shares of Fannie Mae and Freddie Mac from Hold to Sell. He said in a note last week that......(read more)

Alluvial Fund Letter: Long Galaxy Gaming

Alluvial Fund, LP commentary for the month ended January 31, 2020, discussing their holdings in Galaxy Gaming Inc. (OTCMKTS:GLXZ). Dear Partners and Colleagues......(read more)
Covalis Capital's Returns, AUM and Holdings

Even After Recent Decline, Stocks May Be Too Expensive

With the market down over 15% (as I write this) from February 20, it is a good time to reflect and see what we might have missed in the past.  Is this......(read more)
Tesla Motors Inc (NASDAQ:TSLA), Car Model S P85D, Motor Show, brand, elegant, design,

What’s Built Into Tesla’s Stock Valuation at Current Levels?

Tesla Inc. (NASDAQ:TSLA) stock is finally having a relatively quiet day with a gain of less than 1% after days of major gains. So if the shares have finally......(read more)

Memorabilia investments – A thin line separates a home run from a strike out

The Thrilla in Manila,’ the fight of the century as it was called pitted two giants of world boxing against each other in Manila, Philippines in 1975......(read more)

Gold vs. Platinum: Which Is A Better Investment?

Gold is the granddaddy of precious metals, at least from an investment perspective. But other precious metals such as platinum and silver have their own......(read more)

Will Coronavirus Have Bigger Financial Impact Than SARS?

Following the outbreak of the Coronavirus, there have been a plethora of reports comparing it to SARS (severe acute respiratory syndrome). It is only......(read more)

Gold Versus Bitcoin Debate Is Distracting Us From An Unfortunate Economic Truth

Bitcoin has long been heralded as digital gold. “This is like better gold than gold,” said Gavin Andresen, who became lead engineer on Bitcoin after......(read more)