Geoff Gannon wrote a new post 8 years, 2 months ago
Guest write-up by Jayden Preston
Introduction
j2 Global brands itself as an Internet service company. At its core, the company’s goal is to participate in the monetization of the shift from […]
Geoff Gannon wrote a new post 8 years, 2 months ago
This is the second article in my new approach to writing for Focused Compounding each week. I will give you a look into my initial thoughts on a stock that I may then research further. At the end of this article, […]
Geoff Gannon commented on the post, Babcock & Wilcox Enterprises (BW): A Risky Stock Getting Activist Attention 8 years, 2 months ago
David,
That’s great to hear. I hope others feel the same way. I’m always analyzing at least one stock a week for myself. But, I so rarely find something that I want to recommend others actually consider buying. […]
Geoff Gannon wrote a new post 8 years, 2 months ago
I’m trying something different this week. In an effort to share more ideas with members, I’ve decided I’ll write about whatever stock I’m looking at – even if I don’t like what I see. This will give you some in […]
Geoff Gannon commented on the post, NIC (EGOV): Loses Its Biggest Customer (Texas) – Stock Drops 20% Instantly 8 years, 3 months ago
Trey,
I agree with your point about how much the lost earnings were from Texas relative to total earnings. However, the assumption prior to the announcement of the news shouldn’t have been for a 100% chance of […]
Geoff Gannon commented on the post, NIC (EGOV): Loses Its Biggest Customer (Texas) – Stock Drops 20% Instantly 8 years, 3 months ago
Phil,
I don’t have an estimate of what the effect of losing Texas will be. And we won’t see it right away, because the contract will run through two-thirds of this year. Then there will be lower taxes. So, I […]
Geoff Gannon wrote a new post 8 years, 3 months ago
As I write this, NIC (EGOV) stock is down 20% for the day. For potential buyers of the stock, there have been two developments in the last 24 hours. One, EGOV announced it lost the Texas dot org portal. It is […]
Geoff Gannon commented on the post, NIC (EGOV): A Far Above Average Business at an Utterly Average Price 8 years, 3 months ago
As an update to everyone reading this comments section, NIC (EGOV) lost the Texas re-bid process. This was announced in the most recent earnings call (yesterday) and the stock is down about 19% today (as I write […]
Geoff Gannon commented on the post, NIC (EGOV): A Far Above Average Business at an Utterly Average Price 8 years, 3 months ago
Phil,
I’d be very interested in hearing more about Amadeus. I don’t know the company at all. Which is surprising considering how big the company is. What first attracted you to the stock? When did you buy it?
Geoff Gannon commented on the post, NIC (EGOV): A Far Above Average Business at an Utterly Average Price 8 years, 3 months ago
Phil,
The important point you bring up is re-bids. And I’ll get into why I’ve always assumed they can’t be done “flat”. But, first I’ll get your other questions out of the way.
On growth, it’s hard for me t […]
Geoff Gannon commented on the post, NIC (EGOV): A Far Above Average Business at an Utterly Average Price 8 years, 3 months ago
Jacob,
That’s a great question. Jayden Preston and I were actually discussing this recently.
The company earns revenue from both driver history records and motor vehicle registration. If you assume […]
Geoff Gannon wrote a new post 8 years, 3 months ago
Guest write-up by Vetle Forsland
Overview
Carrols Restaurant Group (TAST) is the largest Burger King franchisee in the US. They are currently operating 753 Burger King restaurants on the east c […]
Geoff Gannon wrote a new post 8 years, 3 months ago
Guest Write-up by Jayden Preston
Overview
Dunkin’ Brands owns two well-known quick service restaurant (QSR) brands, i.e. Dunkin’ Donuts that sell coffee and baked goods, and Baskin Robbins, selling hard […]
Geoff Gannon wrote a new post 8 years, 3 months ago
NIC (EGOV) is a company that’s – as the ticker suggests – focused on eGovernment. In particular, NIC is focused on providing internet based interactions with state governments in the United States.
This is no […]
Geoff Gannon wrote a new post 8 years, 4 months ago
About a week ago, Starboard Value disclosed a 9.9% position in Cars.com (CARS). Starboard Value is an activist hedge fund. It is probably best known for its 294-page presentation on Darden Restaurants (DRI) back […]
Geoff Gannon wrote a new post 8 years, 4 months ago
Guest write-up by Vetle Forsland
Introduction
The Cheesecake Factory operates 208 restaurants primarily in the US. Of these locations, 194 of them are The Cheesecake Factor […]
Geoff Gannon wrote a new post 8 years, 5 months ago
Guest write-up by Jayden Preston
Fellow Focused Compounding member Kevin Wilde has written two posts on The Cheesecake Factory (over at the “Idea Exchange”). I suggest you read his posts first to get a […]
Geoff Gannon wrote a new post 8 years, 5 months ago
Zooplus
Guest write-up by Vetle Forsland
Introduction
Zooplus is the leading online pet food retailer in Europe. It has on average grown sales 38% annually since 2006 (IPO in 2008) and a […] 
Geoff Gannon wrote a new post 8 years, 6 months ago
Two days ago, NACCO (NC) released its first quarterly results as a standalone company. Yesterday morning, the company had its first earnings call as a standalone company. The stock dropped 10% following these […]
Geoff Gannon wrote a new post 8 years, 6 months ago
NACCO (NC): $35.90 – down 11% today
Cheesecake Factory (CAKE): $42.31 – down 6% today
Omnicom (OMC): $66.41
Under Armour (UA): $10.58 – down 6% today (only consider “UA” shares not “UAA” shares)
Ho […]
