CVNA: Carvana
Buying a house is the biggest purchase most people will ever make. The second-biggest transaction is the buying (or selling) and car. Carvana is one of those companies that hope…
Bitcoin vs. Gold: Competition or Collaboration?
Bitcoin and many other cryptocurrencies are on the move. The financial press is still scratching their head as they do not understand why. This article is for paid members -…
MSTR: Microstrategy
They decide to take their extra cash and buy Bitcoin as their reserve asset. Why? The Fed is devaluating the currency at a breathtaking pace, and they want no part…
TSN: Tyson Foods
Tyson Foods is one of those companies that investors do not care to consider for their portfolios. As someone who reached valuation to business school students, I continue to be…
IYT: Transportation Stocks
The gang on options action took a swing at the transportation stocks this past Friday. This part of the market is often a forgotten sector as it does not have…
eBay
It is getting harder and harder to find reasonably priced opportunities in the online retail space. The reason is apparent, of course. Wall Street has done what they always do.…
NFLX: What’s Next for Netflix?
Netflix continues to be a wall street darling, but lately, it has been ignored, and for good reason. There is a new sheriff in town, Disney. Disney just told the…
DISCA: Discovery Communications
The media space is, at least from our perspective, an underappreciated sector in the stock market. But so are many other no-growth sectors of the economy/stock market. In a world…
MIK: Michaels Companies
Michaels Companies is an off-the-run retailer that is doing much better than the average investor might expect. In one sense, it is not a purveyor of critical products. But to…
XOM: Exxon Mobile
We have been decidedly neutral to somewhat bearish on the price of oil for the past year. The SARS-Cov-2 lockdown meant people did not leave their homes to go to…