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Watchlist Investing
Following Great Public Companies
Watchlist Investing

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bullishTriumph Bancorp03 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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bullishSherwin Williams Co06 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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bullishSherwin Williams Co17 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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bullishTriumph Bancorp03 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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bullishThematic (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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