This company has bonds yielding 10%, with a small kicker, as bond markets continue to be concerned about its ability to remain solvent...
Read More
-
March 9, 2020
Today, we’re going to talk about one of the most famous ‘bears’ on Wall Street who was able to make millions during the Great Depression...
Read More -
March 6, 2020
The first public company in history was quickly followed by the first activist investor in history...
Read More -
March 5, 2020
10 million dot-org domain names are changing hands this quarter and yet, most investors don’t seem to care...
Read More -
March 4, 2020
Credit agencies were largely criticized following the Great Recession for their inability to accurately portray the credit risk of mortgage-backed securities until after the market collapse...
Read More -
March 3, 2020
While as-reported ROA looks consistently muted for the name, TRUE UAFRS-based (Uniform) analysis shows that, as a result of favorable industry regulations...
Read More -
March 2, 2020
Many people today do not know the origin of basic finance terms we use today. From ‘long’ and ‘short’ to ‘bull’ and ‘bear’ markets, many of these terms predate our modern financial system
...
Read More -
February 28, 2020
This hedge fund titan follows in the footsteps of one of the greatest traders of all time. He’s internalized his rules, and even sounds like him, having written the forward to his idol’s book....
Read More -
February 27, 2020
After first struggling to adapt to changing consumer needs, this firm has been able to recover to historically strong profitability levels by embracing new platforms...
Read More -
February 26, 2020
Investors were caught off guard when MLPs—one of the most stable investment classes—struggled during the Great Recession. Banks were lending on the wrong metrics, and it had disastrous results....
Read More -
February 24, 2020
As we’ve talked about before, credit cycles drive equity and economic cycles. If you can understand where credit markets are heading, you can understand what is likely to occur for the economy overall, and the equity markets...
Read More -
February 21, 2020
This fund manager has lived by a less known Buffett quote about being a concentrated investor when you have all the information. It has both made him billions and almost sunk his career multiple times....
Read More -
February 20, 2020
For many years, this company’s as-reported financials seemed to line up with its stock market returns. However, once the company began its acquisition strategy, the stock’s movements and as-reported accounting...
Read More -
February 19, 2020
This company is considered a “moderate credit risk” by Moody’s. In their own words, it’s because of “(near-term) uncertainty around obligations”...
Read More -
February 18, 2020
This company demonstrates that not all biotechnology firms either become moonshots or crash-and-burn...
Read More -
February 14, 2020
Much like Indiana Jones, this hedge fund titan has spent his fair share of time in the classroom, but what has really made him famous is his success in applying his knowledge in the field...
Read More -
February 13, 2020
While investors think all companies in the Aluminum business are commodity companies, this firm has been able to yield consistent returns and avoid...
Read More -
February 12, 2020
Everyone knows about retail’s demise and how painful the last few years have been for brick and mortar stores....
Read More