Analysis

This investor’s big call on the pandemic led to a second record-breaking year

January 15, 2021
By continuing to live on the edge, this fund manager has followed a strategy that has made him billions of dollars, despite almost sinking his career numerous times
Recent Newsletters
January 14, 2021
This chemical producer shows how as-reported metrics can lead investors head first into value traps
Consistent price competition is a major obstacle to any commodity industry. Without sustained innovation, firms can expect to see their temporary competitive advantages deteriorate over time
January 13, 2021
Last year’s run on animal shelters will leave lasting tailwinds for today’s company, but Moody’s remains skeptical
Products like pet supplies and gardening have thrived during the pandemic. With more free time than ever, people are looking for both companionship and extra hobbies
January 12, 2021
This data storage firm could have saved itself from being an ‘ice cube’ by looking at the correct accounting data
Data storage has become increasingly complex in recent years. Today, a simple smartphone has more power and storage than some of the most complex computers in the world decades ago
January 11, 2021
How we can gain insight about asset growth based on earnings calls
Sentiment is so important to understand. It comes in many shapes and sizes, and today, we will look at it from management’s point of view
January 8, 2021
This activist investor took on Microsoft and won
Activist investing has gotten a poor reputation in recent years. Much of this reputation comes from some activist investors looking for short-term profits, harming long-term shareholders.
January 7, 2021
This payment processor is thriving during the pandemic and benefits from a surge in e-commerce demand
E-commerce has seen its biggest rise ever during the pandemic. With many in-person stores closed, consumers are turning to online shopping to meet their needs. Companies with exposure to different aspects of the industry are thriving during this period.
January 6, 2021
Rating agencies are making a losing bet going against this casino operator
Las Vegas is known as the gambling capital of the world. It has the highest concentration of casinos and the oldest location for legal gambling in the U.S. However, casinos exist in other parts of the country as well.
January 5, 2021
This trading firm appears to be trading at a discount, but the market may already be clued in
The commodity trading industry is a specialized part of the economy. The grain trading industry is an even more specialized niche. Today’s firm is one of the major players in this space.
January 4, 2021
Institutional investors fail one of the basic value investing principles – this macro indicator shows why
Some individual investors look at institutions to get a pulse on the market. Large institutions often are the driving force between price swings, so knowing if they are buying or selling is helpful to stay current.
December 31, 2020
The market has prematurely tossed away this well-established pharma company
Investing in biotech companies is tricky due to the complex nature of the drugs and exclusivity rights. Companies bringing new products to market will often get a set period of time before generic alternatives can replicate the drug and enter the markets.
December 30, 2020
Credit-focused investors can be slow during a market rebound, and this homebuilder is poised for a second look
Some industries have thrived during the pandemic. One of these has been the homebuilding industry, due to more people moving to the suburbs. People are looking to leave cramped apartment buildings and want the space provided by suburban homes.
December 29, 2020
After cleaning up GAAP’s blemishes from this skin care and fragrance firm, we can see why it’s been crushing the market
Today’s firm is a great example of how smaller investors are locked out of alpha thanks to GAAP metrics throwing off analysis.
December 28, 2020
Two economic indicators recently touched 20-year lows, which may be a surprisingly strong growth signal
Understanding business capacity is necessary to know where we are in the business cycle. It’s more than a measure of efficiency--it also provides valuable insights on growth prospects.
December 24, 2020
This cash management firm has has been minting steady cash flows
Cash management has long been a vital process for businesses. After making money, businesses must keep track of all the cash they receive from customers to avoid fraud or theft
December 23, 2020
This company serves as a vital supplier to tech giants, but creditors see only danger ahead
Asset-light business models are all the rage to investors these days. They tend to generate higher ROAs and can scale faster. However, capital-intensive businesses are often safer with steadier cash flows
December 22, 2020
Today’s firm appeared to be boxed out of the CRM space, but has executed on a niche risk avoidance strategy
Customer relationship management (CRM) is essential for most companies. As such, there are many firms in the space helping companies manage their relationships with clients. However, the Healthcare sector has its own unique problems most CRM
December 21, 2020
Insider buying is falling…here’s why that may not be as big of an issue as some investors think
It is important to understand how management members think about their own companies. They are the ones driving company performance, so any insight into their thinking is helpful
December 18, 2020
Taking a Look to See What the Greatest Value Investor Owns During the Pandemic
One of the greatest investors of all time attributes most of his investing success to learning under a failed playwright.
December 17, 2020
Uniform Accounting shows what’s cooking for Newell Brands during the pandemic
We’ve mentioned time and time again how At-Home Revolution companies are winning during the pandemic. Products for your home are selling like hotcakes.