The Piotroski F-Score has been the only positive screener that has consistently done well over time despite 2018 market conditions. […]
Not So High On Skyworks (SWKS)
There’s an elephant in the room, so I’m just going to talk about it. The market has been pretty wild […]
Case Study of a Net Net Stock Explosion
What You’ll Learn
– Case study of a winning net net stock and why
– What does a company look like if it’s going through challenges
– When is it okay to favor an unfavored net net company?
3 Boring Companies Ready To Outperform
What You’ll Learn
– Boring companies are being offered at fair value, but they offer potential without the crazy risks that come with hot darling stocks that everyone is chasing.
– Downside is that growth of these companies are limited or slowing.
– Fundamentals are strong for these boring companies and they are positioned well to help a portfolio.
WDC Popping on the Radar
Written by Jae Jun follow me on Facebook Twitter Some quick thoughts I’ve been having the past few days, I’ve […]
Don’t Buy Walmart
What You’ll Learn
– We are suppliers to Walmart and can see unique ways in which Walmart generates extra revenue.
– Thoughts on whether Walmart really is catching up with Amazon and why Amazon is not a threat in brick and mortar.
– Updated valuation for Walmart shows it’s a hold.
Why Alibaba Is A No-Brainer
Summary
– I said that Alibaba is a no-brainer. Here’s further reasons why.
– Deeper explanation of Alibaba’s potential growth thanks to Amazon.
– The differences between BABA and JD.
Alibaba Is A No Brainer
Summary
– I am long Alibaba and plan to be for a long time as China and the world cannot function without Alibaba.
– Alibaba.com is an international and domestic monopoly.
– Alibaba has permeated through China’s way of living and is continuing to grow across different industries.
How Texas Instruments Is Worth $126
Summary
– A fundamental look at how Texas Instruments is a Quality & Growth investment at a fair price.
– Growth in their top segment of industrials and automotive is key to their long term business.
– Valuation using 4 different angles has the average fair value at around $126 with the lower end being $100 and upper end being $160.
New York & Co.: Why You Need To Buy Deep Value
What You’ll Learn
– It’s not okay to copy Buffet at his stage of investing
– Why Munger thinks that there is opportunity in small companies.
– Valuation, Deep Discounts & Catalyst.
