Live Call Starts in 1 Hour! + Weekly Update (CMCSA, MFP, HONA, MBGL)
Western Digital (WDC) remains volatile, with large swings driven by investor enthusiasm for the AI trade. I continue to believe there is...
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The Transcript 05.10.21: Pent-up Demand
The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...
427 Views
Weekly Update (LION, MGBL, OCTV)
Lionsgate reported a strong quarter on May 21, and the stock reacted well. Consensus expectations were thin and the year-over-year comparison is...
128 Views
The Decline of the EntrepĂ´t Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
1.8k Views
Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
1.3k Views