Archive

Over the past year, folks flush with cash had few places to spend it... With vacations out of the question and bars and shops closed, extra income went into investment vehicles of all stripes. For example, bitcoin and other cryptocurrencies resurged in popularity in late 2020 and early 2021. And the next step in the […]

• MANU

Over the past few years, advancements in technology and data analytics have unlocked big opportunities...  Demand for cloud-computing offerings, the technology that manages the cloud, and the analytics platforms that can extract data from all that cloud storage is growing exponentially. As a result, valuations for companies offering cloud computing and data center technology have […]

• CLDR

Apparel retailer Nike (NKE) has put a lot of effort into trying to improve its image... For years, the company received scrutiny for poor manufacturing facilities and processes overseas. Even today, some folks still accuse Nike of questionable manufacturing processes – suggesting that it spends next to nothing on labor to make shoes that it […]

• NKE

Despite a banner earnings season, Wall Street has been disappointed... As of last week, around 98% of S&P 500 Index companies had reported first-quarter results. This earnings season was a standout, with 85% of names reporting a positive earnings-per-share ("EPS") surprise – the highest level since the metric was tracked in 2008. Furthermore, earnings growth […]

Throughout our research in the fields of finance and accounting, as well as our own operations and organization, we realize that we stand on the shoulders of giants...  We contribute to the world becoming greater by studying the greats who walked before us. And in some cases, they still walk among us. One author I […]

• AAPL
• FB
• PYPL

Over the past few years, the investing world has been abuzz about the market potential from the potential legalization of cannabis across the U.S... Speculators and investors are looking to model the potential market size for legal cannabis, with analysts forecasting demand and potential revenues against the alcohol market or foreign cannabis markets. It's the […]

The Colonial Pipeline cyberattack last month had all the makings of a great movie script... Russian hackers, disrupted critical infrastructure, a cybersecurity collapse, and long lines at gas stations showed up in the nightly news in a way we haven't seen since the 1970s. It's no wonder that the event made front pages for weeks. […]

• CRWD

Last week, we talked about telecom giant AT&T's (T) latest transformative strategy shift...  The company is combining its WarnerMedia business with Discovery (DISCA) and creating a new, spun-out entity. The deal could produce a streaming giant. It's not the only deal the company has unwound in the past decade. The company also decided to sell […]

• T

America fails to make the infrastructure grade... A few weeks ago, one of Wall Street's darling economists went onto Bloomberg News to talk about the current state of infrastructure in the U.S.  Abby Joseph Cohen was the chief investment strategist at Goldman Sachs (GS) before retiring in 2008, although she still serves as an economic […]

• GS

Over the past few weeks, I took advantage of teaching in Boston... I was in town in Cambridge, Massachusetts, teaching two classes at Hult University. It's a well-regarded international business school with campuses across the globe.  We just wrapped our second class on the Sunday of Memorial Day weekend. So, after I caught up on […]

• WYNN