Two pieces of news have dropped in the last week that overall improves the bull thesis for Cinemark, National CineMedia and IMAX. Both news items confirm…
Early Stock Talking readers may remember my $CHEF recommendation from a few months ago. At the time (April 12, when the stock was trading at $12…
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…
Triton – a shipping container leasing company – reported Q3 earnings this AM. Readers might not be familiar with Triton, so a quick overview: Triton…
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…
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…
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,…
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…
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…
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…