Recent Posts
News of a Pfizer vaccine has sent COVID-impacted names soaring. However, some areas still look very cheap, particularly in the movie theater space. National Cinemedia is a decent bet and …
Ladder Capital stock is a high conviction name for me. It is one where I see little downside and significant upside and also a situation where you are paid to …
I published an AWS piece in March 2019 that is counter to what most people are saying. My note could be boiled down to 3 thoughts: AWS is a good …
I’ve recently been following Angie Homeservices (ticker: ANGI), which is ~85% owned by IAC. I’ve also followed Yelp for some time. But as I get more up to speed on …
I think Yum! China meets a lot of the criteria of a stock that will compound earnings for the next decade. I like it for 3 main reasons: Long growth …
I have the opportunity to again share the work from a friend & prior guest poster – the same author who imparted his views on cruise stocks in a prior …
Perception around Dropbox stock is eerily similar to Facebook. To be clear, investor perception of what is going on with the company seems to be different than reality. Whenever I …
It’s always a pleasure to share these pages with like-minded people. Today’s post was written by a very smart, very diligent guy — who just so happens to be a …
Walmart announced a new partnership with e-commerce platform Shopify. Shopify is used today by over 1 million small-to-medium sized businesses, offering services “including payments, marketing, shipping and customer engagement tools …
- Why is Everyone Freaking Out about Hertz Issuing Equity in Bankruptcy? I Break It Down $HTZ #COVID19
Well, it happened. Hertz is cleared to issue equity in bankruptcy on Friday, June 12. This is a monumental day (which I live tweeted the hearing process on my twitter …
Many know the history behind McDonald’s, but if you don’t I highly recommend the movie The Founder. It details how McDonald’s started as a simple restaurant business, but Ray Kroc …
In this post, I am going to compare Home Depot vs. Lowe’s. Note, I’m now including this in my Competitive Strategy series, as I think the decisions Home Depot has …
Fastenal is a company that sells nuts, bolts, and other industrial and construction supplies. Pretty simple business – and definitely not sexy. How then has Fastenal stock created so much …
NVR stock has absolutely crushed the competition. The company is a homebuilder, which isn’t a very good business, but has a differentiated strategy than its peers. Below is a chart …
What better way to open my new Competitive Strategy Series than to focus on Amazon – a company that has had great success the past two decades. But Amazon’s business …
I’m launching a new, recurring series called: Competitive Strategy – Spotlight on Decisions that Strengthened Companies, No Matter the Industry. Why am I doing this? Frankly, I am tired of …
Timeshare stocks look attractive… as does their debt. I know what you are thinking – time shares are the last place I want to be investing right now. Just look …
The mortgage market is in turmoil right now. While congress passed the “CARES Act” to provide relief to families impacted by COVID-19, there were clearly some unintended consequences. First Mortgage …
4 companies I think Warren Buffett could buy in the coming year
We’re all locked inside. And that means we’re all watching Netflix, shopping Amazon, and perusing Facebook & Instagram and googling places we wish we could visit. That means all of …
Boeing announced it would draw down its revolver (see what that means here), we are now hearing that major private equity firms are telling their portfolio companies to fully draw …
Boeing announced it will draw down its revolver to shore up liquidity. If you don’t know what that jargon means, a revolver is like a large credit card for a …
People are saying that no one will ever take a cruise again. It’s over. Done. Pack those cruise ships up and send them home… But do people actually not remember …
I think despite the incredible CACC stock performance, it still looks interesting… Credit Acceptance Corp (“CACC”) is “non-bank lender”, essentially meaning they make loans to borrowers who are deemed to …
With disappointing underlying performance, B&G stock has been a laggard the past three years. I wanted to share my thoughts with B&G foods management (particularly CEO Ken Romanzi) on how …
Announced on July 9th, Blackstone will be selling up to 17.7MM shares of CorePoint. That represents ~30% of the outstanding shares of CPLG. Should investors be concerned or even follow …
To say Bayer’s acquisition of Monsanto has not gone smoothly would be a significant understatement. Since Bayer closed the deal, lawsuits regard Monsanto’s “Roundup” have started to gain traction which …
Should you buy Uber stock following the IPO? Both Uber and Lyft have caught a lot of attention in the wave of tech IPO’s that have hit the market this …
Analysis of the recent Beyond Meat IPO (BYND)
The total return for the S&P500 year-to-date in mid-April is 16.6%. Truly fantastic performance for any year. Clearly, its hard to see whether the gains will continue. The long-term rate …