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.…
e.l.f. Beauty and Estée Lauder are well-known companies in the beauty and cosmetics industry. Still, they differ significantly across various dimensions, such as customer base, price points, and geographic reach.…
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…
Pairs trading is a market-neutral trading strategy that involves simultaneously buying one asset, such as a stock, and selling another related asset. The idea is to take advantage of the…
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…
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…
In this Monday's episode of Open Mike, Mike discusses the CAPE ratio on the S&P500, Apple, Tesla, UPS, CVS, the VIX, and iVol on Fix Strike Calls and East West…
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 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.…
In this week's episode of Open Mike, Mike discusses United Airlines, Chewy, Moderna, Affirm, Intuitive Surgical, Microsoft, Netflix, Fluor, and the dispersion index. This article is for registered members -…