White Diamond Presents Short Thesis For Exp World Holdings
ValueWalk’s fourth Contrarian Investor Virtual Conference is in the books, and one of the presentations during the conference was from researchers at White Diamond Research...
Author Archive - Valuewalk
Glasshouse Presents Short Thesis For Columbia Sportswear
ValueWalk’s fourth Contrarian Investor Virtual Conference is in the books with several new ideas from short sellers.
Underwriting The Future + Micron Technology Bull Case
I don’t believe in edge. I think it’s a fairy tale.
Calabria Wants Total Government Control Over Fannie Mae, Freddie Mac
One of the reasons to invest in Fannie Mae and Freddie Mac is because they will soon be out of government control in the form of their conservatorships.
Four Online Gambling Stocks to Consider
At a time when the COVID-19 pandemic forced casinos across the country to close, online gambling companies have benefited dramatically because many people who would normally go...
Valuation And Dividend Safety Analysis: Cisco Systems (CSCO)
Cisco Systems, Inc. (NASDAQ:CSCO) is the market leader in networking hardware and software.
This Tech Stock Could Remain Range-Bound After Its IPO
The year has had its share of tech initial public offerings, and usually, these tech stocks soar after their IPO.
Rowan Street’s Kopelevich: Why I Sold Box Inc (BOX)
Hidden Value Stocks issue for the third quarter ended September 30, 2020, featuring an interview with Rowan Street Capital’s Alex Kopelevich explaining why he sold his position...
CBOE Global Markets Inc (CBOE) Dividend Stock Analysis
Cboe Global Markets Inc (BATS:CBOE) operates as an options exchange in the United States.
Valuing Exxon
Most stock valuation chatter on the internet focuses on companies with great growth opportunities like Zoom (ZM), Wayfair (W) and Peloton (PTON) or well known companies whose...
Morgan Stanley (MS) To Acquire Eaton Vance (EV)
Morgan Stanley (MS) announced that they are planning to acquire Eaton Vance (EV) at a premium to the closing price on Wednesday.
Tollymore Partners: Long Gym Group [In-Depth]
In the September 2019 issue of Hidden Value Stocks, Mark Walker, founder of Tollymore Partners picked out Gym Group (GYM) and Franklin Covey (FC) as his two undervalued small-...
Questionable Accounting Activities At Fannie Mae, Freddie Mac
Activities to take Fannie Mae and Freddie Mac out of conservatorship continue, and as more and more information comes out, it’s sounding like the government will have a lot ...
Tesla Stock Slips After Q3 2020 Deliveries Report
Tesla (NASDAQ:TSLA) stock is slipping after the company announced its Q3 2020 deliveries.
Why The Outcome Of The Election May Not Matter For Fannie Mae
Some have argued that if President Donald Trump loses the election, Fannie Mae and Freddie Mac will be left in conservatorship instead of recapitalized and released.
GREENHAVEN ROAD 2Q20 COMMENTARY: RCI HOSPITALITY HOLDINGS
The second quarter was a healthy period for markets as they began their recovery after bottoming in March.
3 Biotech Stocks Poised For Massive Future Growth
The biotech sector has received a lot of attention and hype lately because of the COVID-19 pandemic.
Tesla Stock Up On Price Target Increase For China Demand
Demand for Tesla‘s vehicles in China has been a key part of the story for its stock.
Warren Buffett Buys Japan, Bill’s Big Bet, RJR Rubisco, Buffett Indicator
Tobias: Hello, folks. It’s 10:30 AM on the West Coast, 1:30 PM on the East Coast.
What To Expect At Tesla’s Upcoming Battery Day
Tesla (TSLA) is planning its battery day for Sept. 22, and analysts and investors are looking forward to hearing what new developments the company has on it.
How The DJIA Can Be “Managed” For A Wide Range Of Values
Is the Dow Jones Industrial Average (DJIA) really pushing its 2019 year end close during a period of a global coronavirus epidemic? Strangely enough, the answer is dependent...
3 Reasons Why Tesla Stock Crashed Last Week
One thing that has been driving Tesla Inc (NASDAQ:TSLA) stock recently is the expectation that it would be added to the S&P 500.
Buffett’s Investment In See’s Candy
Warren Buffett is arguably the best investor of our time.
Warren Buffett Buys GOLD?
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buffett Buys Barrick Gold Corp (NYSE:GOLD).
Apple’s Market Cap Over 3X That Of Entire Precious Metals Mining Sector
Central banks are facing a serious predicament.
One Analyst Thinks Fannie Mae’s Stock Offering Is On Hold
One of the steps in the process to recapitalize and release Fannie Mae and Freddie Mac from conservatorship is to hold stock offerings.
The New Tesla Stock Sale: Either Good For Company Or Investors
Tesla Inc (NASDAQ:TSLA) has decided to sell more stock. The company announced that it will sell shares directly into the market to raise approximately $5 billion.
Why Buffett Passed On Microsoft
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Why Buffett Passed On Microsoft Corporation (NASDAQ:MSFT).
Bill Gates Snubs Tesla In Post About Electric Vehicles
Bill Gates is using his recent popularity to advocate for electric vehicles, climate change and other things beyond just coronavirus treatments and vaccines.
Astrazeneca Could Easily Acquire Gilead Sciences
Since June 8, 2020…When Speculation Bubbled About A Possible AstraZeneca-Gilead Sciences Combination [see vertical line in above chart]…The Following “Deal” Metrics Have...
ATRI, LOW, CBU, AFG Rewarding Shareholders With Higher Payouts
A long streak of consecutive annual dividend increases is typically an indication of a business with strong competitive advantages, good growth prospects, high returns on invested...
PG&E Corporation (PCG) Redux…
I’m on vacation, but how could I escape the news that California is burning? While PG&E Corporation (NYSE:PCG) has yet to be blamed for these fires, as I sit here in the North...
The “Anti-Amazon” Alliance – Amazon Has Finally Met Its Match
If there was a “stock of the century” award, Amazon (AMZN) would be the favorite.
Unity Software: Breaking Down S-1 Filing
Unity Software released their S-1 filing yesterday morning.
The Delta Model: How To Love Customers & Win Business
Businesses that maniacally focus on serving their customers win every time. Don’t believe me? Check out this 1999 clip of Jeff Bezos during a CNBC interview.
Unemployed College Graduate Makes Millions Trading Stocks Seen On Tiktok
Although unemployment has been known to wreak havoc on most of us, and is generally seen as one of life’s greatest adversities, this unemployed graduate wants to formally thank...
Experts Disagree About What Tesla Battery Day Will Do To Stock
Analysts are generally expecting Tesla’s battery day to be a catalyst for its stock, but not everyone is expecting the shares to rise because of the event.
Lowe’s Companies (LOW) Dividend Stock Analysis For 2020
Lowe’s Companies Inc (NYSE:LOW), together with its subsidiaries, operates as a home improvement retailer in the United States, Canada, and Mexico.
Why Owning Stocks Is The Single Best Way To Get Rich
The secret behind Bezos’ financial triumph is simple. The billionaire CEO has made the same $81,840 salary for two decades.
Kodak In Talks To Buy TikTok’s U.S. Business
Growing increasingly desperate due to a falling stock price and broken business model, Kodak (KODK) floated the idea of buying TikTok’s U.S.
Tesla Stock Soars Despite Plunging China Registrations
Tesla stock (TSLA) is still soaring today even though registrations for its vehicles made in China plunged in July.
The Smart Way To Profit Off The “Internet Of Things”
Google (GOOGL) just made a statement. On August 3, Google announced that it’s investing $450 million in home security company ADT Corp (ADT).
Value Does Not Have To Mean Cheap: ANGI A Good Example
It’s a scenario value investors dream about: a growing company whose shares are selling at a statistically cheap price.
5 Midcap Magic Formula Stocks For Total Return
To keep myself sharp and my skills honed, I routinely go to my library of investment books and re-read classics that have had an impact on me. This week I did a complete re...
Valuation And Dividend Safety Analysis: International Business Machines (IBM)
International Business Machines Corp (NYSE:IBM) was a growth stock, but today the main interest is the dividend yield. Currently, IBM yields over 5%.
Dan David Shorts Dave Portnoy
Contrarian Podcast and Breakout Point, today, and Dan David of Wolfpack Research was one of the presenters.
Coho Capital 2020 Q2 Commentary: SPOT On
Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500.
Einhorn Tells Investors: Tesla Is Gaming S&P 500 Index Committee
The Federal Reserve has poured unprecedented levels of stimulus into the U.S.
Short Thesis: Why Trupanion Inc Could Plunge 85 Percent
ValueWalk and its partners hosted its latest contrarian virtual conference, organized by ValueWalk, Contrarian Podcast and Breakout Point today, and one of the presenters was ...
Most Prolific Short Sellers Amid Covid And The Rise Of Robinhood Traders
Activist short sellers have ramped up activity this year. During the first half of 2020, dozens of stocks have seen wild price swings.
