Growth at a Value Price
If you’ve been a subscriber for a while, you’ve heard me say it before.
I love micro-caps because you can buy growth stocks at value prices.
In large-cap land, you can buy growth stocks for growth (expensive) prices and value stocks value...
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The U.S. economy is recovering robustly with promises of ongoing strength as the jobs market recovery accelerates and as international economies more fully reopen.
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The Big Idea
It used to be that sales and marketing teams relied on conferences, cold calls, mass mailings and in-person networking events to engage with business clients.
Then the internet arrived, and a lot of this activity moved online. That was great … for while.
But...
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“Nothing is Cheap Anymore”
Every Friday, a bunch of families in my neighborhood gather at a local park to have pizza, drink some beer, and let our kids run around.
It’s a great way to unwind after the week, and the kids usually sleep well Friday...
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The Big Idea
I’m not the biggest pop culture guy out there. But I do have an affinity for certain movies, shows and sports teams that have struck a chord, or played a special role in my life.
This is likely true for everybody out to...
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Many of our recommended names are at or approaching our price targets. The decision to keep or sell isn’t easy in a strong market. Our patience is being tested (in a good way).
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Pent-Up Demand
I recently stumbled upon the below chart showing that savings rates in 2020 were 50% to 500% higher than the previous 20 years.
What is the takeaway? There is plenty of pent-up demand around the world. In other words, people have money burning hole...
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The Big Idea
It should come as no surprise that streaming is a huge trend.
Netflix, Amazon, Hulu and Disney+ have enjoyed massive success, so much so that everybody else has realized they need a streaming presence and are entering the market too. We see Peacock,...
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May hasn’t started out exuberantly, with an early pull-back in the high-momentum tech stocks dragging down the broader indexes.
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Determining a company’s underlying value is difficult, and clearly more of an art than a science.
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The Big Idea
For over a year we have been forced to hold back from doing so many things we all took for granted.
Now, with vaccination rates rising quickly, spring in the air and summer right around the corner there is massive pent-up demand travel,...
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Value is Pulling Away From Growth
Value investors have waited a long time for this.
After suffering through one of the worst periods of relative underperformance ever, value is outperforming.
Not only is value outperforming, but it feels like some of the froth is being sucked of...
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The Big Idea
One of the unsung heroes of the online retail boom is a largely unknown technology – digital printing on fabrics and textiles.
While many traditional manufacturers and retailers of clothes, fashion items and home décor were destroyed during the pandemic, the inverse true...
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We’re watching market sentiment gyrate sharply between “the economic reopening will boost earnings” and “the economic reopening will boost inflation”. Both outcomes are likely.
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The Market is Expensive But Don’t Fight the Tape
Depending on who you follow to get your financial news, you may be aware that the U.S. stock market is quite expensive and there are several warning signs that prospective returns could be weak.
For example, S&P...
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The Big Idea
There are nearly 6 million men across the U.S. and Europe currently living with prostate cancer. Roughly 625,000 more are added to the list each year. That makes prostate cancer easily one of the most common types of cancer affecting men.
Toss benign...
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With the now-infamous Reddit trades unraveling, and the rebalancing done, the market is free to rebound.
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How I Pick Micro-Caps
It’s been a while since I’ve explained my process for picking micro-cap stocks so I figured it would be worthwhile to review.
It can be extremely profitable to invest in growth companies, as any Tesla or Amazon shareholder will tell you.
But is...
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The Big Idea
In 2012 Matt Ehrlichman, who had just sold his start-up technology company Thriva to Active Network for $60 million, was moving his family into their newly built home and dealing with all the hassles home construction and moving required. He thought must...
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Sometimes the most appealing stocks are those that superficially seem to go against trends (leading to investors avoiding them) yet have either fundamental traits that sidestep these trends or have overly discounted valuations.
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