Archive

Despite Supply Chain Woes, a New Chapter Awaits With Infrastructure Spending

Despite Supply Chain Woes, a New Chapter Awaits With Infrastructure Spending

Lumber, copper, uranium, steel, sugar… There is another commodity shooting up in price... The global supply chain breakdown is a dominant theme throughout the business world right now. We hear about it constantly on almost every management earnings call. One of the more concerning cases is sourcing silicon, which is tied to auto and electronic […]
In the Footsteps of 'Searching for Bobby Fischer'

In the Footsteps of 'Searching for Bobby Fischer'

The Sohn Conference is one of the biggest days of the year in hedge-fund land...  Every year, many of Wall Street's brightest hedge fund managers get together for what The Wall Street Journal calls the "Super Bowl of investor conferences."  The event is known as the Sohn Investment Conference, an annual charity for children's cancer […]
This Health Care Stock Is Shaking Up the Industry With Its Tech Platform

This Health Care Stock Is Shaking Up the Industry With Its Tech Platform

Private Equity firms are looking to consolidate health care providers...   One company that has a great pulse on what's going on in the land of private equity ("PE") and venture capital ("VC") is PitchBook Data. PitchBook operates a Software as a Service ("SaaS") business in the capital markets space. It helps investors get a […]
The Decline in Business Travel Spells Trouble for This Company

The Decline in Business Travel Spells Trouble for This Company

The pandemic has caused some devastating changes to the travel industry...  Even though leisure is the most common reason for air travel, profitability in the airline business doesn't hinge on families taking vacations. Rather, the real moneymaker has always been in corporate business travel. Business travel used to be considered a sure-fire income stream for […]
Is It 'Game Over' for This Video Game Stock?

Is It 'Game Over' for This Video Game Stock?

Roblox goes dark right before Halloween... Roblox (RBLX), a popular gaming platform for kids, was knocked offline for a few days starting last week. The digital outage, which began on October 28, caused a big panic among the platform's millions of young users. Suddenly many had lost their biggest pastime and had to scramble to […]
This May Be the Weakest Third Quarter in Nearly a Decade

This May Be the Weakest Third Quarter in Nearly a Decade

We're always looking for macroeconomic outliers... We spend some time digging through the S&P 500 website every month. The site has all kinds of useful data about the biggest companies in the U.S., making it a great resource to start our Uniform Accounting analysis that goes into our Timetable Investor report. The S&P 500 website […]
Even This Famed Investor Follows Aesop's Teachings

Even This Famed Investor Follows Aesop's Teachings

Aesop's Fables holds meaningful lessons for investors... We often first encounter the short stories of the famous Greek storyteller Aesop either as children or as parents reading to our children. Many of the tales we attribute to Aesop may have been adapted from earlier Indian or Sumerian stories. The referral to Aesop by Greek philosophers […]
Why the Genomic Revolution Is Fueling Biotech Stocks

Why the Genomic Revolution Is Fueling Biotech Stocks

Your pet might help find the cure to cancer... Are you a cat person or a dog person?  This question triggered a fantastic debate within our company. Apparently, we are better at picking stocks than picking our favorite animals.  This debate over our furry friends may be more important than many realize... Cats and dogs […]
We've Found the Next 'Winner' in the Cancer Treatment Space

We've Found the Next 'Winner' in the Cancer Treatment Space

The future looks bright for nonchemotherapy cancer treatments... Cancer was the second leading cause of death in the U.S. in 2019, responsible for more than half a million deaths. Typically, chemotherapy is the default treatment for patients with common forms of the disease like lung or breast cancer. While it can be effective in slowing […]
Why Traditional Accounting Makes Investors Run from Great Companies

Why Traditional Accounting Makes Investors Run from Great Companies

Teaching has brought me back to my roots... As some of my readers know, I have recently taught an immersive short-term course at DePaul University. Alongside that, I am also teaching a 12-week advanced accounting class remotely. It's been many years since I formally practiced accounting. When I was asked to teach it, I was […]