The World of BDCs

In 1980, Congress passed an amendment to the Investment Company Act of 1940, giving way to a new investment vehicle known as Business Development Companies or BDC’s. Although the legal structure of BDC’s came about in 1980, the creation of these entities didn’t take off until the early 2000’s....

Lessons From The Savings And Loan Industry

The history of the savings and loan industry is nothing less than fascinating. Savings and loan programs or “Thrifts” as they are often referred to, have collectively transformed the national business landscape and defined economic narrative on a number of occasions. In this article, we will explore the history...

Applied Materials Supplies 25%+ Upside?

Broad market leadership, industry-leading R&D, and healthy margins have Applied Materials favorably positioned. Entrenched customer relationships provide a significant competitive advantage and bolster growth prospects. Current trading levels suggest over 25% upside and provide the necessary margin of safety for value investors. Get The Timeless Reading eBook in PDF Get...

Hostess Brands Offers Sweet 20% Upside

Charlie Munger and Warren Buffett have long put a premium on businesses that benefit from pricing power. Sweet baked goods leader Hostess Brands Inc (NASDAQ: TWNK) portfolio of popular brands commands an 81% price premium over peers. With valuation models showing nearly 20% upside, Hostess Brands offers...

Steven Cohen’s 7 Largest Stock Acquisitions In Q1

Point72 Asset Management's form 13F filed with the SEC highlights recent stocks purchases including Facebook, Inc. (Nasdaq: FB), Wynn Resorts, Limited (Nasdaq: WYNN), and Booking Holdings Inc (Nasdaq: BKNG). [REITs] Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? Image source: YouTube Video Screenshot Point72 Asset...

Similar To Uber, eBay Network Effects Offer Big Upside

Businesses that benefit from a “network effect” can differentiate themselves from peer companies and enjoy strong customer loyalty. Value investor Warren Buffett has frequently and recently targeted these types of businesses. eBay Inc’s (NASDAQ: EBAY) leading Marketplace unit appears to benefit from such a network effect; management’s latest...

General Mills’ 30% Upside Looks Appetizing

Top brands that command premium pricing and customer loyalty can create significant competitive advantages over peers. General Mills, Inc (NYSE: GIS) offers a portfolio of leading brands and recently acquired high-growth pet food leader Blue Buffalo. Center-store weakness persists, but trading at 5-year lows and showing nearly 30%...

Dave & Buster’s: It’s All Fun And Games With Nearly 30% Upside

Casual-dining chains have not been winners during this economic expansion. Millenials, with their need for more social media-worthy experiences, have been blamed for the decline in conjunction with Baby Boomers moving onto fixed incomes as they retire. Dave & Buster's Entertainment Inc (NASDAQ: PLAY) provides an eat, drink,...

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The Life and Career of Charlie Munger

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