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Watchlist Investing

Watchlist Investing

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bullish•Triumph Financial•03 Dec 2022 09:12

90: Adventures In Accounting: Triumph Bancorp ($TBK) Charge-Off Analysis

In a perfect world, management would know exactly which loans would go bad and how much money they would lose on those loans

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bullish•Sherwin Williams Co•06 Oct 2022 08:27

85: Watchlist Update: Adding Sherwin-Williams

Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).

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bullish•Sherwin Williams Co•17 Sep 2022 04:56

83: Initial Thoughts On Sherwin-Williams (SHW)

My research process is primary-sources focused and that means reading lots of 10K’s, which include a report from the company’s auditors.

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bullish•Triumph Financial•03 Sep 2022 10:54

82: Quick Look: Triumph Bancorp (TBK)

This friend knows the leadership of TBK and urged me to take a look. This quick look might turn into full Watchlist Investing Deep Dive.

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bullish•Thematic (Sector/Industry)•01 Sep 2022 08:45

81: Watchlist Update: Adding Home Depot & Lowe's

According to HD and LOW the home improvement market is $900 billion annually in North America. One source put the US market, the primary market of...

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