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... Read More
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. Fund labels and descriptions should not be trusted. Too often, investors make the decision to buy a... Read More
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.... Read More
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... Read More
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... Read More
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... Read More
A recent article in the Wall Street Journal proclaims “the Fiduciary Rule is dead.” This statement is true in a technical sense, as a U.S. circuit struck down the... Read More
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... Read More
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,... Read More
Sears Holdings Corp was originally selected as a Danger Zone pick on 4/22/13. We revisited SHLD in May 2018 as the stock had fallen nearly 80% since our original... Read More
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... Read More
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... Read More
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... Read More
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... Read More
“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... Read More
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... Read More
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... Read More
In early 2017, as Snap, Inc. (SNAP: $9/share) prepped for its IPO, CEO Evan Spiegel received fawning profiles in the pages of prominent papers like the LA Times and... Read More
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... Read More
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... Read More
“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... Read More
We recently wrote an article titled “CEO’s That Focus on ROIC Outperform,” and the corollary to that argument is that the opposite is also true: CEO’s that don’t focus... Read More
