Cutting Through The Noise To Find A Retail Gem

Those willing to do real fundamental research can find companies creating real shareholder value amidst a glut of overvalued and/or poorly run firms. Noise traders create market inefficiency, but they also create opportunity to buy high-quality companies at cheap prices. Q3 hedge fund letters, conference, scoops etc This firm has continually...

Netflix’s Momentum Has Run Out

Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. Q3 hedge fund letters, conference, scoops etc It appears that the Netflix (NFLX) micro-bubble might finally be bursting. We’ve been bearish on Netflix for a long time, but our conviction now is higher than ever. The noise-trader momentum...

Danger Zone: Investors Who Ignore Accounting Rule Changes

Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. Next year, S&P 500 companies will add roughly $600 billion (2% of total assets) to their balance sheets. One company will more than double its reported assets (and more than quadruple its reported liabilities). Q3 hedge fund letters,...

Buy This High-Yielding Stock With An Underrated Moat

We recently published a list of “Micro-Bubble Winners” that should thrive when specific micro-bubbles burst, and while this stock didn’t make the list, it very well could have. Over its 150+ year history, this company has adapted to technological transformations, built up an impressive economic moat, and become a...

Danger Zone: Most Expensive Mutual Funds

Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. Q3 hedge fund letters, conference, scoops etc We often talk about the importance of holdings analysis when it comes to ETF and mutual fund research. After all, the performance of the holdings equals the performance of the ETF/mutual...

Fund Managers Focused On The Right Metric

We’ve long argued (and proven empirically) that there is a strong correlation between improving ROIC and increasing shareholder value. Nevertheless, the majority of mutual funds managers continue to pick stocks based on flawed metrics that show no correlation to shareholder value, such as price-to-earnings ratios, return on equity, or...

SEC Raises Risks For Small Cap Investors

Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. The Securities and Exchange Commission just made investing more dangerous for the little guy. Q3 hedge fund letters, conference, scoops etc By U.S. Government [Public domain], via Wikimedia CommonsUnder a new proposal, nearly 1,000 more companies can omit disclosures...

Danger Zone: Rise Of The Noise Traders

Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. Q3 hedge fund letters, conference, scoops etc Noise traders – individuals that distort the market by trading on incomplete or inaccurate information – have been discussed by academics and investors alike for decades.[1] No one could ever deny...

Pre-IPO Coverage: Livent (LTHM)

Lithium producer Livent (LTHM) will IPO on Thursday, October 11. At a price range of $18-$20/share, the company plans to sell up to $460 million in stock to the public that will result in a market cap of ~$2.7 billion. At the midpoint of the IPO range, LTHM currently...

This Value-Add Reseller Creates Real Value

Despite the micro-bubble in specific tech stocks, investors can still find value in the sector. This tech firm has a long history of profit growth, prudent capital stewardship, and an undervalued stock. It’s business model creates more value than peers. Add in its position in multiple fast-growing markets and...

Pre-IPO Coverage: Upwork (UPWK)

Online freelance platform Upwork (UPWK) will IPO on Wednesday, October 3. At a price range of $12-$14 per share, the company plans to raise up to $90 million with an expected market cap of ~$1.3 billion. At the midpoint of the IPO price range, UPWK currently earns our Unattractive...

Micro-Bubble Winners

“Micro-Bubbles” are groups of stocks with extraordinary risk within an overall market that is reasonably valued. Get Our Activist Investing Case Study! Get the entire 10-part series on our in-depth study on activist investing in PDF. Save it to your desktop, read it on your tablet, or print it out to...

Investors Say No Thanks To Overpriced Acquisitions

Merger Monday is back, but the market’s not buying it. Comcast (CMCSA), Michael Kors (KORS), and Sirius XM (SIRI) all announced multi-billion-dollar acquisitions on Monday. The market responded by sending shares of all three companies deep into the red. Get Our Activist Investing Case Study! Get the entire 10-part series on...

Pre-IPO Coverage: SurveyMonkey (SVMK)

Online survey provider SurveyMonkey (SVMK) will IPO on Wednesday, September 26. At a price range of $9-$11 per share, the company plans to raise up to $171 million with an expected market cap of ~$1.2 billion. At the midpoint of the IPO price range, SVMK currently earns our Very...

IPO Coverage: Elanco Animal Health (ELAN)

Elanco Animal Health (ELAN), the premier animal health company being spun out of Eli Lilly (LLY), is expected to begin trading on Thursday, September 20. At a price of $24 per share, the company plans to raise up to $1.7 billion with an expected market cap of ~$7.7 billion....

Danger Zone: Bursting Another Tech Micro-Bubble

Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. Although the overall stock market looks reasonably valued, there are pockets of extraordinary risk where stocks with 2000-bubble-like valuations lurk. Specifically, there are “micro-bubbles” in certain stocks, where valuations reflect expectations for future cash flows that would require...

CEO’s That Focus On ROIC Outperform

“The heads of many companies are not skilled in capital allocation. Their inadequacy is not surprising because most bosses rise to the top because they have excelled in an area such as marketing, production, engineering, administration or, sometimes, institutional politics.” - Warren Buffett, 1987 letter to Berkshire Hathaway shareholders Get...

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