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A Classic GAAP Blunder Hides This Payment Firm's Real Profitability

We've said it before: the winner's curse is real...  The theory is that after an auction, the winner regrets his bid. He tends to feel as if he overpaid.  The classic example is buying a house. Buyers generally compete in an auction with other bidders. Counteroffers will drive up the price until only one buyer […]

Securities Analyzed
  • GPN
The Election Is Upon Us... And Investors Need to Keep Calm

Joe Biden's lead has widened over the past few months... According to statistics website FiveThirtyEight, Biden has a roughly 90% chance to win the presidential election. That's a big change from his 67% chance two months ago.  Similarly, FiveThirtyEight's senate forecasts have also shifted. Democrats now have a more than 75% chance to win a […]

This Year's 'Gym Killer' Is Turning Profitable

To get the most out of work and life, focus on the vagus... That's not a typo. My coaching comment this week for our global team was focused on the importance of the vagus nerve. The vagus nerve is essential to achieving peak performance for anything in life. Whether it's preparing stock analyses for clients, […]

Securities Analyzed
  • PTON
Banks Are Warning of a Long Recovery... And One Firm in a Struggling Industry Is Built to Weather It

The market's recent big drop is spooking investors... With Europe tightening restrictions, the coronavirus pandemic is back in focus. Folks are worried that we could see another big sell-off like the one in March.  As we've highlighted many times before, the first indicator of a sell-off turning into a full-blown collapse is related to credit. […]

Securities Analyzed
  • C
  • DRI
  • GS
  • JPM
Two Aerospace Titans Have Different Reasons for Needing the Government Support They Both Receive

Boeing (BA) and Paris-based Airbus (AIR.PA) have seen a long and heated rivalry throughout the decades... To understand why these companies have been foes for so long, we must look at their history. William E. Boeing founded his namesake firm back in 1916. After countless acquisitions through the 1920s and '30s, Boeing became the leader […]

Securities Analyzed
  • AIR.PA
  • BA
  • LMT
This Consulting Firm Is One of the Few Taking Its Own Medicine

Management consulting firms make their money by telling clients how they can be disrupted...  Giving this advice on how to stay ahead has created a $200 billion industry. And yet, consulting firms can be disrupted themselves. Just as doctors often make terrible patients, consultants refuse to take their own advice and innovate. These firms have […]

Securities Analyzed
  • ADBE
  • IBM
  • MSFT
  • ORCL
  • PRFT
  • UPWK
The Government's Free Lending in the Pandemic Has Investors Worried About 'Zombie Companies'

An ideal capitalist system creates losers and winners from market forces... The "invisible hand" should promote smart, intuitive businesses to thrive and push unsuccessful companies out of existence. However, as Japan has shown, this doesn't always happen in practice... In the second half of the 20th century, the country's economy was on a roll. Japan […]

Earning Double-Digit Returns by Leveling the Playing Field for Child Development

When you're born has a significant effect on your success... My public school decided when students could enter classes based on whether their birthday was before or after September 1.  I was born in late June, so I was one of the youngest students in my class. Had I been born two and a half […]

Securities Analyzed
  • BFAM
This Equipment Supplier Wins as More Travelers Head to the Greens Than to the Skies

The coronavirus pandemic has created huge changes to consumer spending trends... A few weeks ago, financial-services firm Jefferies released a piece discussing trends in personal consumption. Over the past decade, folks have spent more money on services than goods. This means spending more on vacations and restaurants than cars or televisions. This trend was strongest […]

Securities Analyzed
  • ELY
As the Classroom Shifts Online, One Education Services Provider Is Set to Benefit

Education is evolving on the fly... Across the globe, teachers are coping with classroom challenges in the wake of the coronavirus pandemic. Some of these changes will be temporary, while others may have long-lasting effects. Earlier this month, market-research firm CB Insights examined some of the many innovations that have emerged during the crisis – […]

Securities Analyzed
  • LOPE