Business

A great company doesn’t necessarily mean a great stock.  This is worth remembering in an environment where valuations are near record levels.  The first tech bubble between 1995 and 2000 is especially instructive for today’s environment, where a small group of rapidly growing tech companies has driven the market higher.   Even investors who expect strong […]

The post Lessons From The First Tech Bubble Show The Need for New Strategies appeared first on ValueWalk.

Investors who have been “paying attention” have been topping–up their investment portfolios and will continue to do so, says the CEO of one of the world’s largest independent financial advisory and fintech organizations. The comments from Nigel Green, the chief executive and founder of deVere Group, which has $12bn under advisement, come as stock markets […]

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Stock market investing is hard whether you are a stock market beginner or a stock market professional, it is easy to get lost in the noise of the stock market. Will stocks crash, are we in a recession, are we in a new bull market, what will the FED do etc. Those questions are impossible […]

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COVID-19 has brought unprecedented disruption to businesses around the world across practically every sector, with companies having to adapt, pivot, or close altogether as a result. Consumers’ needs are no longer what they were six months ago, and in order to survive, organizations have had to find ways to meet these new demands. [reit] Q1 […]

The post Has COVID-19 Changed Consumer Behavior Forever? appeared first on ValueWalk.

Tesla stock fell back below $1,000 a share after a pair of downgrades, although it is rising again today after falling on Friday. Stock indices are in the red, so the fact that Tesla stock is rising is definitely a good sign for bears. Despite the downgrades, analysts from both firms are still positive on […]

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Whitney Tilson’s email to investors discussing Chris Brown’s Aristides Capital monthly letter; Coronavirus poll. Q1 2020 hedge fund letters, conferences and more Chris Brown’s Aristides Capital Monthly Letter 1) Chris Brown is one of the smartest investors I know. He started his Toledo, Ohio-based fund, Aristides Capital, with $500,000 in 2008 and has put up […]

The post Chris Brown’s Aristides Capital Letter: The social fabric that holds us together has taken a beating appeared first on ValueWalk.

In the world of green energy, Nikola Corporation (NASDAQ:NKLA) is the new kid on the block, but its stock is already flying high after it went public earlier this month. It seems investors are looking for the next Tesla, and they feel Nikola fits the bill. But will the company really be able to stand […]

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Everyone likes the sound of something that is unique or even exotic. Would you rather own a fund that invests in equities or one that invests in equities with a call option writing overlay strategy to enhance the yield? Marketers know the second option sounds more appealing and rarely will they mention there is a […]

The post Alts Get A B+ This Bear appeared first on ValueWalk.

Lee Kuan Yew, founder and first prime minister of Singapore, always instructed, “Find what works and repeat it.” Q1 2020 hedge fund letters, conferences and more Charlie Munger took that directive and distilled it to its essence: Repeat What Works! Then pronounced it … The Fundamental Algorithm of Life Mull that over a few times. […]

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