Investors: Here’s What You Need To Know If Trump Bans TikTok
It’s the hottest social media platform on the planet. It’s growing faster than Facebook (FB), Twitter (TWTR), and Instagram. And it could come...
Stock Analysis
The Coronavirus Pandemic and a Story Of Survival: How Planet Fitness, Ulta Beauty, And Kohl’s Changed Their Business Models To Successfully Whether The Storm Of The Coronavirus and Surge Forward Towards Profitability.
“If you want to succeed in retail, you need to fully commit to off-price or online,” -Jim Cramer, Mad Money, March 5, 2020 Retailers have been...
10 US Companies With Highest Revenue Exposure To China
Relations between the United States and China have worsened over the last few years. The trade tariffs, the novel coronavirus, the Hong Kong security...
Top Shorts In The Last Eight Years That Paid Off Big Time
It’s incredibly difficult to make big money shorting stocks. You need a strong conviction in your bets. You need to have a firm belief that something...
When Quintessential Capital Talks Markets Respond
ValueWalk will hold the next Contrarian Investor Virtual Conference on Aug. 11, and Gabriel Grego of Quintessential Capital will be among those presenting...
Thoughts On Nvidia Corp (NVDA)
I’ve admired NVIDIA Corp (NASDAQ:NVDA) for a long time. It’s a great company with great leadership and great companies are not typically cheap. Greatness...
5 Dividend Growth Stocks Rewarding Shareholders With Raises
As part of my monitoring process, I review the list of dividend increases every week This activity helps me to monitor the business performance of any...
Top 10 Activist Short Calls That Paid Off Big Time In 2020 H1
Those shorting stocks during the COVID-19 pandemic have made more than $50 billion in profits. Billionaire Bill Ackman recently said that activist...
Kodak Stock Skyrockets After Deal To Make Drug Ingredients
Eastman Kodak (KODK) stock has tripled today alone after the company said it received a loan from the government to produce ingredients for drugs used...
Mohnish Pabrai And His Favorite Tech Stock, Micron (Q2 Letter)
In his latest letter to investors, Mohnish Pabrai warned about the perils of buying stocks at high prices. He explained that it’s possible to overpay...
Munger’s Moats: Bank Of America, Paypal And Square
Charlie Munger is famous for stressing the role of moats in successful investing. He argues that only strong moats allow a business to earn returns...
Tesla’s Stock Price Discounts Temporal Wormhole Into The Future
Tesla Inc (NASDAQ:TSLA)’s market capitalization just crossed $300 billion. It’s the largest car maker in the world, even larger than Toyota, which...
Blue Tower Asset Management 2Q20 Letter: EZCORP
Blue Tower Asset Management letter to investors for the second quarter ended June 2020, disucssing their holdings in EZCORP Inc (NASDAQ:EZPW). The Blue...
Active Ownership Capital Fund (Buy)
Background: More than five years ago I wrote about why it could make sense to invest into other actively managed funds even if one considers oneself...
Boyar Value Group 2020 Q2 Commentary
Boyar Value Group commentary for the second quarter ended June 2020, discussing that S&P 500 is a market cap weighted index. “What you need to do...
Tesla Q2 2020 Earnings: Stock Price Targets Popping
Tesla released its Q2 2020 earnings report last night, and analysts responded with a flood of price target increases for Tesla stock (NASDAQ:TSLA). We...
Two Cheap Dividend Stocks Raising Dividends Last Week
Welcome to another edition of my weekly review of dividend increases. I follow this process in order to monitor existing dividend holdings. It is helpful...
How The Economic Recovery Shape Impacts Gold Price
The gold price remains above $1,800 an ounce, but where it will go next depends on what type of economic recovery we see. Many are expecting a V-shaped...
A Really Big Earnings Season
The current earnings reports that begin rolling out this week will be among the most important since the financial crisis, if not even before that. ...
Alexion Pharmaceuticals: Growth At A Reasonable Price (GARP)
I find it very interesting that Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN) after going public in 2001, did not generate their first profit until December...
Tesla Stock Whipsaws Amid S&P 500 Speculations
Tesla stock skyrocketed 14% on Monday on speculations that it will be added to the S&P 500. However, the shares plunged into the red briefly in...
Massif Capital 2020 Q2 Investor Letter: We Have No Idea
Massif Capital letter to investors for the second quarter ended June 2020, discussing the rally in the gold prices. The core portfolio for Massif Capital...
Fastenal Company: Why Being Cheap Works As A Business Strategy
Fastenal Company (NASDAQ:FAST) is one of the best-performing stocks of the past decade. Since the beginning of January 2010, shares in the industrial...
Speculative Earnings And Recent Stock Price Movements
In a clever and useful analysis, Ronen Israel, Kristoffer Laursen, and Scott Richardson of AQR use the residual income approach to break down how the...
How Much Will The Tesla Stock Bubble Inflate?
Tesla (TSLA) stock soared past $1,400 a share today, and talk about whether it’s in a bubble has been reignited. Several analysts have weighed in on...
Divesting Fossil Fuel Stocks: Yes Or No?
A trend popular at many American universities has been to divest their holding of the stock of companies in businesses related to fossil fuel production...
The “Next Netflix” Has Finally Revealed Itself
A sleeping giant tech stock has awoken. It’s already handing out monster gains. And as I’ll show you today, it’s just getting warmed up. In fact...
Uber: Delivering Food and My 4 Seconds of Fame on PBS (not PBS Kids, unfortunately)
I was on PBS NewsHour talking about Uber Eats (UBER) and the food delivery business (you can watch it here). When I told my six-year-old daughter Mia...
HVS 2Q20: Interview With Blue Tower’s Andrew Oskoui
An excerpt from the Hidden Value Stocks June 2020 Issue, featuring an interview with Andrew Oskoui, the portfolio manager and founder of Blue Tower...
PG&E Corporation (PCG) Exits Bankruptcy
PG&E Corporation (NYSE:PCG) is an industry leader in arson and manslaughter. They also do something with electricity. PCG filed for bankruptcy in...
Fedex Corp (FDX): Fundamentals Support The Price Increase
After reporting better than 4th quarter results on Tuesday, the stock price of FedEx Corporation (NYSE:FDX) has been on a tear. With this article, I...
The Auto Industry And Tesla: A Retrospective
In numerous columns, and years before that, I have been beating one drum. The stock market is forward looking. It attempts to figure out which firms...
Fannie Mae: FHFA’s Mark Calabria’s Position Unconstitutional
The Supreme Court has handed down a decision in a case that could have a direct impact on Fannie Mae, Freddie Mac, and FHFA Director Mark Calabria. Although...
NASDAQ vs The DOW
If you thought all the major indexes moved together, think again. Between June 8 and the close on Friday June 26, the Nasdaq beat the Dow in 11 of 14...
Tesla No Longer Even A Growth Company; Going Bankrupt: Shortseller
Stanphyl Capital letter to investors for the month ended June 30, 2020, discussing their short thesis for Tesla Inc (NASDAQ:TSLA) and other positions...
IBM: Is “IT” a Good Investment?
For over 100 years IBM has been one of the most quintessential technology giants in America. Over the past few years, the company has been transitioning...
Robinhood Trader’s Suicide Is Warning For Millennial Investors
“I had no clue what I was doing…” That was Alexander Kearns’ last words scribbled on a suicide note. During the pandemic, the 20-year-old investor...
Wirecard – The “German Enron” & A Very Personal History 2008-2020
For those who just came back from a 15 year space mission: Wirecard AG (ETR:WDI) is a German company that according to its website is “one of the...
GSE Capital Rule Sets Fannie Mae Up For Strong Roe
One of the big concerns with the proposed capital rule for the government-sponsored enterprises (GSEs) is the fact that it requires Fannie Mae and Freddie...
Top 10 Best Performing Stock Markets Since 1900
People often say investing is a long-term game. So, let’s talk about long-term investing. The “buy and die” kind of long-term. How much money you...
Top 10 Most Valuable Automakers And Automobile Brands
For decades, the automobile sector was dominated by a small number of well-established players. It was difficult for new entrants to grab a piece of the...
Kura Sushi (KRUS): Restaurant IPO With Playbook For Success
Kura Sushi USA Inc (NASDAQ:KRUS) operates revolving sushi bar restaurants in the United States. The company’s restaurants offer Japanese cuisine...
OGE Energy Corp.: Attractive Value Above-Average Dividend Yield
Utility stocks should be primarily thought of as income investments. To a certain extent they can be considered as bond alternatives. Not bond replacements...
Elon Musk Mocks Nikola Motors As “Dumb.” Is He Right?
“Staggeringly dumb.” That’s the latest insult Elon Musk threw at Nikola Motors (NKLA), which has rocketed a crazy 500%+ since April. Love him...
Short Sellers Are Letting Their Wirecard Shorts Ride
Short sellers have been raking it in on their Wirecard shorts, but most haven’t cashed their positions out yet. Analysis from one firm shows that just...
Phase 1 Trade Deal Compliance And Trump’s Re-Election Strategy
Phase 1 Trade Deal Compliance and Trump’s Re-Election Strategy by Greg Presseau of Perennial Capital Following Trump’s election win I read two...
Sysco Corporation (SYY): Dividend Stock Analysis
SYSCO Corporation (NYSE:SYY) markets and distributes a range of food and related products primarily to the food service or food-away-from-home industry...
Nikola Corporation Vs Tesla Inc: How Different?
I read your article on Nikola and Tesla in which you brought up some very good points concerning bloated valuations, thank you for that. However, I...
“AI Healthcare” Stocks Will Mint The World’s First Trillionaire
You won’t read about these stocks in the mainstream media. The average investor doesn’t even know they exist. But don’t let that fool you: because...
Lessons From The First Tech Bubble Show The Need For New Strategies
A great company doesn’t necessarily mean a great stock. This is worth remembering in an environment where valuations are near record levels. The...
