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 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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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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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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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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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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Focus on the Fundamentals
Sentiment indicators continue to suggest the market may be due for a pullback.
The Citi Panic/Euphoria model suggests sentiment is high right now.
Historically speaking, when this model sees “euphoria” in the market, 12-month forward returns look poor.
Another interesting sentiment data point S&P...
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The Big Idea
For the last nine months the world has been mostly focused on the Covid-19 pandemic and the related importance of testing, treatments and, hopefully, an effective cure in the form of vaccinations.
But while the pandemic has taken center stage in 2020 remains...
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Full Steam Ahead
Well, it took an additional four days after election day for a winner to be declared, but on Saturday, Joe Biden was officially projected to be the 46th U.S. President.
The race was a lot closer than many anticipated, and President Trump challenging...
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The Big Idea
The cell and gene therapy market is one of the fastest growing and most exciting areas of medicine. Analysts see it growing at an average clip of 30% through 2025, powered by expected approvals of more therapies over the next five are...
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Going Contrarian
Ideally, I like to look for companies that are operating in industries with secular tailwinds and long runways for growth (think Liberated Syndication or P10 Holdings).
I usually don’t like to invest in overly cyclical industries because a lot is out of the control.
However,...
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The Big Idea
It wasn’t long ago that the only items you’d bring in your car to improve the user experience were tapes and CDs. Maybe you had a dash-mounted GPS unit. These things either worked or they didn’t. There wasn’t too much messing times...
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Take Advantage of Recent Volatility
Over the Labor Day holiday, I was up with my extended family in Arrowsic, Maine. We enjoyed going for a cruise on the Kennebec River and also got in one last beach day. It was also a peaceful setting reflect...
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