Archive

The world of blockchain technology is developing at a breakneck pace...  We're not breaking any major news here when we say that the world of cryptocurrencies is booming as bitcoin and ethereum have become household names.  Bitcoin prices sit near record levels around $60,000. But investors and speculators aren't the only ones trying to profit […]

• NSP

This home-fitness brand is all flash and no substance... Peloton (PTON) just reminded everyone earlier this month that the "At-Home Revolution" doesn't mean perpetual growth for all of the companies exposed to it. The stationary bike and treadmill maker missed on both top- and bottom-line estimates. It also took an axe to its forecasts, guiding […]

• CHGG
• NLS
• PTON
• TSLA

Imagine letting strangers choose what to do with $20 billion... By now, you've certainly heard about Tesla (TSLA) founder Elon Musk's recent shenanigans... Instead of going to a financial advisor or lawyer, Musk turned to Twitter (TWTR) on November 6 to crowdsource the decision on whether or not to sell 10% of his Tesla holdings. […]

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• TM
• TSLA
• TWTR
• VOW3.DE

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 […]

• ELKO.OL

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 […]

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 […]

• AMEH

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 […]

• RTX

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 […]

• ATVI
• RBLX

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 […]

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 […]