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IACPosted onNovember 1, 2020January 30, 2021

Bazooka ready – be greedy when others are fearful ($NTDOY, $IAC, $LADR)

A picture is worth a thousand words: CNN’s Fear & Greed Index confirms what it is pretty obvious from price action and the narrative financial…

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TRTNPosted onOctober 23, 2020January 30, 2021

$TRTN – strong buy after knocking the cover off Q3 earnings

Triton – a shipping container leasing company – reported Q3 earnings this AM. Readers might not be familiar with Triton, so a quick overview: Triton…

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BACPosted onOctober 21, 2020January 30, 2021

Long banks, energy as economy silently gains strength ($BAC)

With Q3 bank earnings behind us and economic data continuing to trickle in, it’s clear to me the economy is well on its way to…

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CROXPosted onOctober 3, 2020January 30, 2021

Increasing $CROX position and new pod with Diligent Dollar

A good weekend to all – Some bullish CROX news that led to me doubling my position and a new podcast with the excellent Diligent Dollar. Adding to…

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UncategorizedPosted onSeptember 19, 2020February 6, 2021

New pods out on SaaS, NOW and investing strategies

I’ve recorded two pods in the last week that are nice deep dives into SaaS and characteristics of strong businesses with staying power: – Ryan Reeves,…

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UncategorizedPosted onSeptember 17, 2020January 30, 2021

Long FCNTX, or Notes from Will Danoff Pod

Barry Ritholz interviewed Will Danoff for his pod Masters in Business recently, and I highly recommend giving it a listen. For those not familiar with…

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UncategorizedPosted onSeptember 7, 2020January 30, 2021

Evergreen Personal Finance Strategies

I had some great conversations over a week long vacation with a few buddies about investing. I realized the commonality among a lot of these…

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UncategorizedPosted onAugust 9, 2020January 30, 2021

Unemployment, $NET Reco and Sunday Charts

Sunday charts ahead, but a few quick thoughts before the regular data: Unemployment is right around its October 2009 peak and looks better positioned for…

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UncategorizedPosted onAugust 2, 2020January 30, 2021

PYPL’s Amazing Quarter, MELI and Sunday Charts

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UncategorizedPosted onJuly 26, 2020January 30, 2021

Longer Term Data Over Shorter Term Data (Sunday Digest 7/26/2020)

For a long time, I’ve thought that too much financial news is canned for daily consumption. Why should we care about events that measure something…

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