Someone who reads the blog sent me this email: “I have been thinking about portfolio construction lately. …due to the strict standards you have, I thought it was very natural to just hold mainly four stocks…unfortunately,...
The stock picked for the latest Singular Diligence issue was Swatch. Each issue of Singular Diligence includes articles on: 1) Overview, 2) Durability, 3) Moat, 4) Quality, 5) Capital Allocation, 6) Value, 7) Growth, 8) Misjudgment, and...
Today, I sold my shares of Town Sports (CLUB) and put the proceeds of that sale – plus some other cash – into buying Babcock & Wilcox (BWC). My average cost in Town Sports was $8.84 a share. My average sale price was $6.85. This is a...
These are the 8 archived issues – each is over 12,000 words long – you get immediate access to the moment you subscribe to Singular Diligence. Singular Diligence – Archived Issues Life Time Fitness (LTM): Runs 112...
Babcock & Wilcox (BWC) just announced it is considering separating into two companies: “…Board of Directors is evaluating the separation of the Company’s Power Generation Business and Government & Nuclear Operations...
Adidas announced plans to spend up to 1.5 billion Euros over 3 years buying back its own stock. The company will take on debt (it has no net debt) and continue to pay a dividend. Dealbook quotes the company’s CFO as saying:...
The Hollywood Reporter says the Japanese conglomerate Softbank has made a $32 a share offer to acquire DreamWorks Animation (DWA). The Hollywood Reporter followed up with some more analysis in a later article. You can read...
Barnes & Noble (BKS) announced it plans to break up the company: With the objective of optimizing shareholder value, the Company’s Board of Directors has authorized management of the Company to take steps to separate the Barnes &...
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