Investment Articles


LEAPS: The Joel Greenblatt Way to Bet on Entercom (ETM) and GameStop (GME)

Member Write-up by VETLE FORSLAND Investing in companies with big upsides (and big downsides) with LEAPS, instead of common stock, to up your return (and minimize risk)   If you believe that a stock is excessively mispriced, and you want to buy that stock, there is a way for you to translate a say, 30%…...

This content is for Regular Membership and Annual Membership members only.

Maui Land & Pineapple (MLP): 900 Acres of Hawaiian Resort Land for $250,000 an Acre

Maui Land & Pineapple (MLP) owns real estate on the island of Maui (which is in Hawaii). The company has 22,800 acres of land carried on its books at prices dating back to the 1911 to 1932 period. So, book value is meaningless here. The total size of the land holdings is also meaningless here…....

This content is for Regular Membership and Annual Membership members only.

Monro (MNRO): A Durable Automotive Service Chain Executing a Roll-Up

Article by DAVE ROTTMAN   Introduction and Overview Monro (MNRO) is a large chain of auto shops providing a wide range of automotive service and repair work in the United States with company-operated stores servicing 6.2 million cars in the fiscal 2018 year ending 03/31/2018. While originally based out of the Northeast, Monro has been…...

This content is for Regular Membership and Annual Membership members only.

Value Trading – Does It Ever Make Sense?

Article by DAVE ROTTMAN I would like to discuss and elicit feedback from our community on the topic of value trading. What I mean by value trading is the purchase and sale of stocks in a shorter time frame than traditional long-term investing, where the buy and sell decisions are driven by the exact same…...

This content is for Regular Membership and Annual Membership members only.

Gamestop (GME): A Risky Stock that Just Might be the Cheapest Billion Dollar Stock in Today’s Market

Member write-up by Vetle Forsland   Business Overview GameStop is the number one video game retailer in the world, the largest AT&T retailer, the largest Apple products reseller and one of the world’s largest sellers of collectibles. The company had 7,276 stores as of February 3, 2018 all over the world, with over 5,200 of…...

This content is for Regular Membership and Annual Membership members only.

Pandora A/S (CPH: PNDORA)

Member Write-up by Luke Elliot   Note: Sponsored ¼ share ADRs also trade under “PANDY” in U.S. Dollars           Pandora A/S is the largest jewelry maker in the world  Overview Pandora is a vertically integrated jewelry maker that has rapidly grown from a local Danish Jeweler’s shop to the world’s largest…...

This content is for Regular Membership and Annual Membership members only.

Box (BOX): Negative Earnings and Free Cash Flow Disguise Beautiful Customer Economics

Member write-up by Jayden Preston   Overview   Founded in 2005, Box offers a cloud content management platform, as a subscription-based service, that enables organizations of all sizes to securely manage and access files from anywhere, on any device. The company initially offered a free version in hopes of growing their user base rapidly, leading…...

This content is for Regular Membership and Annual Membership members only.

Entercom Communcations (ETM): The Second Largest Radio Station Owner in the U.S. Trades at a Lower EV/EBITDA Than its Debt Laden Peers

Member write-up by Vetle Forsland   Introduction   Entercom Communications (ETM) is an American radio company founded in 1968 by the Chairman Emeritus Joseph Field. He alone represents 21.8% of the total voting power, while his son, CEO David Field, represents an additional 6.2% of the voting power. For years, Entercom operated as a top…...

This content is for Regular Membership and Annual Membership members only.

AutoNation (AN): A Cheap Cannibal with Minimal Downside

Member write-up by Dave Rottman   Introduction and Overview AutoNation (AN) is the largest automotive retailer of new and used vehicles in the United States. As of the end of 2017, they owned and operated 360 new vehicle franchises with 33 different new vehicle brands through 253 dealership locations concentrated in major metropolitan areas primarily…...

This content is for Regular Membership and Annual Membership members only.

Computer Services Inc. (CSVI): An Unlisted, But Super Predictable Company Trading at an Unleveraged P/E of 15 times Next Year’s Earnings

Member write-up by Jayden Preston   Introduction   Computer Services Inc (often called “CSI”, the ticker is CSVI) is an unlisted stock in the US. It does not file with the SEC. But it does trade over the counter. The Company also publishes annual reports and quarterly earnings reports. You can find more information about…...

This content is for Regular Membership and Annual Membership members only.

Posts navigation

1 2 3 4 5 6
This content is for Regular Membership and Annual Membership members only.
Log In Register