Recent Posts
L Brands officially spun off Victoria Secret and now Bath & Body Works (BBWI) is an independent company. This is great news to me as I think BBWI is a …
I have a picks-and-shovels play on semiconductors. While it may not look “optically” cheap, I think Entegris can compound earnings at a very fast rate thanks to the secular growth …
There are certain businesses that investors have washed their hands of: Retailers, OEM auto suppliers, anything in the way of ESG… many others… And this trade probably worked well for …
I wrote previously about companies Berkshire Hathaway could potentially buy. One of those options actually was acquired, just not by BRK. But I think Allison Transmission ($ALSN) is another strong …
American Axle is a crappy company. But I currently view that we are going to see a large increase in auto production to (i) meet demand which we are unable …
As everyone I am sure is aware, container shipping rates right now are astronomical. The re-opening of the economy and associated supply-chain bottlenecks has created a situation where people will …
Quick one, but the closed-end fund HFRO looks like an interesting idea. It currently trades at $10.21, yet NAV is $13.84 as of last reporting. That is a 26% discount Food for Thought: Amazon Should Acquire Dollar General $AMZN $DG
Picture this: A long established direct to consumer business has committed to opening a significant amount of brick-and-mortar stores in 2021. Amidst the 2020 online fulfillment craze this company is …
I think LGIH stock is potential multi-bagger. Well, it already has been one, but I think it can do it again. When you add in solid growth, good demand fundamentals …
Looking around, it’s hard to find discounted, pandemic-impacted stocks. The pandemic is approaching its final chapter, so the market is clearly bidding up names that will benefit from a boost …
Market volatility creates awesome opportunities. Today, I’m going to be talking about a name I’ve followed for some time and actually currently own the stock. But I’m not talking about …
I did a recent post on Sun Communities, a manufactured housing and RV park manager. I liked the core business and outlook, but returns on capital seemed too low and …
KAR auction services, the company that runs used car auctions, looks on sale right now. KAR has been under pressure from COVID impacts to the business, but unlike other COVID-impacted …
Masco is a leading building products company. If you own a home, there is a decent chance you’ve bought their products at some point. Products range from Behr and Kilz …
Last year, I laid out a handful of “secret SaaS” businesses. SaaS companies are getting massive valuations because they have highly recurring revenues (which provides earnings visibility), have low churn …
Sun Communities (ticker: SUI) and Equity Lifestyle Properties (ticker: ELS) are REITs that manage Mobile Home (MH), RV Park, and Marina properties. The space has great tailwinds, stable growth which …
Coke has taken a hit due to a long-battled tax dispute with the IRS. A recent court decision is saying Coca-cola needs to pay $3.4BN in additional taxes. The tax …
“We have turned the clock back. We’re actually now only in the fourth inning. We see a tremendous runway ahead of us there” CEO Todd Vasos didn’t mince his words. …
When I first heard that IFF was buying Dupont’s Nutrition and Biosciences business, I gagged. I had known IFF from my time covering chemicals and knew it as a “secret …
I’ve posted two recent “discount to NAV” plays recently, LADR and CET. I also had a disappointing call on CPLG, which thankfully I decided to exit. While I think those …
The energy market is completely bombed out. If you tried to pitch an energy stock right now, I’m pretty sure no one would listen to you. Personally, I don’t know …
I’m sure you’ve seen it by now. You’re checking out online and you see a notification that says, “Why pay $180 now when you can pay 6 payments of $30…”. …
What if I told you there was a company with an average ROE > 22% over the past 10 years… It also earns a double-digit ROIC… What if I told …
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 …