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Stepan Lavrouk
Howard Marks: The Most Valuable Lessons Are Learned in Hard Times
Good times teach only bad lessons
Jul 14, 2019
★★★★★
Thomas Macpherson
Chuck E Cheese and Market IPOs
There is a danger the stock markets are transforming into a system offloading risk to the public and becoming an exit vehicle, not a growth vehicle
Stocks:
APO
Jul 14, 2019
★★★★★
James Li
5 Buffett-Munger Stocks for Summer 2019
(Status: Pending)
Consider these predictable companies with low PEG ratios as the US market sets new all-time highs
Stocks:
ADS
MLR
LUV
BRK.A
BRK.B
Jul 12, 2019
Holly LaFon
GuruFocus Value Idea Contest Sees 2 Winners!
Two entries to the contest have already more than doubled, winning their authors $1,000 each
Stocks:
CARA
HKSE:01830
Jul 12, 2019
Robert Abbott
Learning to Think Like Charlie: Literature and Critical Thinking
(Status: Pending)
'It's a huge mistake not to absorb elementary worldly wisdom…. Your life will be enriched—not only financially but in a host of other ways—if you do'
Jul 12, 2019
★★★★★
The Science of Hitting
An Update on PepsiCo
(Status: Pending)
A look at the salty snack and beverages company
Stocks:
PEP
KHC
Jul 12, 2019
★★★★★
Holly LaFon
David Rolfe Comments on Berkshire Hathaway
Discussion of Warren Buffett's company from Wedgewood Partners investor
Stocks:
BRK.B
Jul 12, 2019
★★★★★
James Li
Dodge & Cox Boosts Stake in Microchip Technology
(Status: Pending)
Firm makes a real-time trade in Arizona-based semiconductor manufacturer
Stocks:
MCHP
Jul 12, 2019
John Engle
Tesla: The Dark Side of a Mission-Based Company Culture
(Status: Pending)
Employees are being treated as disposable pawns in service of a higher corporate cause
Stocks:
TSLA
Jul 12, 2019
Sydnee Gatewood
FPA Capital Fund Buys 1, Sells 2 in 2nd Quarter
Fund swaps 2 energy companies for managed health care company
Stocks:
MGLN
PTEN
SM
Jul 12, 2019
Robert Stephens, CFA
eBay Has Growth Potential Due to Low Valuation
The company's future prospects could excite investor sentiment
Stocks:
EBAY
Jul 12, 2019
★★★★☆
Rupert Hargreaves
Warren Buffett: There Will Always Be Opportunities for Value Investors
Some thoughts from the Berkshire Hathaway 2010 annual meeting
Stocks:
DJCO
Jul 12, 2019
★★★★★
Bram de Haas
Bill Miller: Path of Least Resistance Is Upwards
Investor with original portfolio publishes his bullish views
Jul 12, 2019
Holly LaFon
Steven Romick Discloses 2 Stock Buys
FPA Crescent Fund manager reports 2nd-quarter portfolio, sells Axalta and Alcoa
Stocks:
AA
AXTA
CBT
TSE:7733
Jul 11, 2019
James Li
MS Global Franchise Fund's Top 5 High-Conviction Trades as of 1st Quarter
(Status: Pending)
Fund's top buys include Microsoft and Lysol parent Reckitt Benckiser
Stocks:
MSFT
PM
XTER:SAP
LSE:ULVR
Jul 11, 2019
Robert Abbott
Learning to Think Like Charlie: Philosophy
(Status: Pending)
How two different descriptions of Amazon led to widely different forecasts
Stocks:
AMZN
Jul 11, 2019
★★★★★
James Li
Signature Select Canadian Fund's Top 6 Buys
(Status: Pending)
Fund's top buys from October 2018 to March 2019 include French energy giant Total
Stocks:
TOT
XPAR:FP
TSX:PWF
TSX:POW
NVS
Jul 11, 2019
John Kinsellagh
IPO Market Spawning Far Too Many 'Tech' Stocks
(Status: Pending)
A successful launch doesn't magically transform companies with banal, easily replicated business models into industry disruptors
Stocks:
LYFT
UBER
GRUB
APRN
Jul 11, 2019
Robert Stephens, CFA
Nordstrom Has Turnaround Potential
(Status: Pending)
The company's evolving strategy could produce a stock price recovery
Stocks:
JWN
Jul 11, 2019
★★★☆☆
Sydnee Gatewood
CI Can Am Small Cap Fund Buys 4 Stocks
Canadian-focused fund releases semiannual portfolio
Stocks:
MSM
TSX:IGM
TSX:WPK
TSX:WTE
Jul 11, 2019
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