Open Mike
In this episode of Open Mike, Mike discusses autonomous vehicles and the approach taken by Tesla, Waymo (Google), and Cruise. This article is for registered members - please login or…
China Update
On September 28, we wrote a post suggesting the monetary and fiscal stimulus would be a shot in the arm for the price of Chinese stocks. This article is for…
Prediction Markets
As time goes on, it seems that we can bet on anything. Sports betting has always been a big deal, but it was largely ignored until the past few years.…
United Parcel Service: UPS
Two companies immediately come to mind regarding logistics and transportation: United Parcel Service and Federal Express. When we think of stocks, the financial media seems to be in one camp…
NXPI Inc.: NXPI
NXPI is a silicon chip design and manufacturing company. Its chips are used in a multitude of products. This is what we like. We do not like that we do…
General Mills: GIS
This highly charged technology stock run has left consumer staple stock prices behind. We do not think this phenomenon will continue forever. As value investors, we always look for good…
Silver: SLV
In times of high consumer price inflation, one might expect people to flock to gold and silver as hedges. Traders bought the precious metal hand over fist for a few…
Intuit: INTU
Intuit is one of these value stocks that does not do very much daily but surprises people when they realize the share price is way higher than anyone would expect.…