Under Armour (UA) stock dropped a lot in the last 24 hours. So, some value investors may be looking at it. If you do look at it, make sure you consider buying only the class “C” shares trading under the ticker “UA” instead of the class A...
Value and Opportunity just reviewed a book “100 Baggers” that I’ve read (and didn’t particularly like) which is basically an update of another book I own called “100 to 1 In the Stock Market” (which is outdated, not available on Kindle,...
Someone emailed me this question: “I know you are a stock only person. But just for a minute I need your knowledge…I don’t look for 15% per year. I look for 6% a year for the next 5-7 years…on my money. What would be the best/safest...
I just sent out replies to everyone who requested a stock write-up. I got a lot of requests. So, it may take me several months to work through the backlog. People have asked if I will open myself up to requests for stock write-ups again....
I get asked a lot how I screen for stocks. And the basic answer is that I don’t. I sometimes run screens, but I rarely find ideas off them. I can rephrase the question though. When most people ask me how I screen for stocks, what they’re...
In my last post, I mentioned Twitter is a distraction most investors are better off keeping themselves clear of. I got some responses like: “Agree (Twitter) can be (a) distraction. I’m careful who I follow, restrict my usage, save...
Note: Hostess stock is down about 8% as I write this; the warrants are down 10%. Make sure you check for an updated quote on both. My Focused Compounding co-founder, Andrew Kuhn, recently wrote up Hostess Brands (TWNK) common stock on the...
Although allegedly a value investor, my own portfolio is usually idiosyncratic in two respects: 1. The position sizes I take (right now they’re 50% / 28% / 15% / 7%) are not the position sizes well-known value investors use....
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