Growth vs. Value… Why not both?
I’ll admit it. When someone asks me what type of investor I am, I always say value investor. But is that accurate? What really is the difference between the two? […]
Realogy Q2’18 Recap: Some puts and takes, but solid beat sends shares up. Still think the stock looks too cheap despite industry pressures
When I told some peers that I thought RLGY might be worth over $40/share, I was told I was nuts. The secular pressure on commission splits was too much to […]
Atkore Q2’18 Recap: Solid beat and guidance raise despite inflationary pressures
A common theme in building products and other industries has been cost inflation this year compared to last. Some companies have great raw material pass-throughs and are able to maintain […]
Poor timing on TWNK… Still see the light at the end of tunnel. Q2’18 Recap
“Better to be lucky than good…” the old adage goes… Well, I wish I had just a smidge of luck with my post and position on Hostess (and its more […]
Apple hits $1 Trillion! What to do with the stock…
As the news media has reported, Apple reached $1 TRILLION market cap on August 2nd. This is almost unfathomable to think of, despite other players such as Amazon on the […]
What is Twitch worth? A look at what you need to believe…
A good friend of mine came to me full of excitement about the prospect of Amazon’s “hidden gems.” He had heard Amazon owned Twitch and was very excited for what […]
Beware of anecdotal evidence when investing…
There’s one thing I can’t stand when I hear an argument: Anecdotal evidence. I think humans are inherently story tellers and perhaps a good story provides some comfort. To me, […]
