Financial
Be An Early Bird To Grow As An Extraordinary Achiever, Leader, And CEO
“It is well to be up before daybreak, for such habits contribute to health, wealth, and wisdom.” ―Aristotle Q2 2020 hedge fund letters, conferences and more We are all blessed with 24 hours in a day. There are very few people who know how to utilize these precious hours to achieve greatness and provide meaning […]
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Read MoreWinning The Future: What Businesses Must Do To Prepare For 2021
Businesses bolted into 2020 with firm plans and optimistic outlooks. Q2 2020 hedge fund letters, conferences and more All that evaporated by mid-March as the focus turned from thriving to surviving for most companies. Now, as this turbulent year enters its final months, a new question lies just over the horizon. What Will 2021 Bring […]
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Read MoreTechnology M&A Goes To Free-Spending As Q3 Soars
New S&P Report: Technology M&A goes from locked-down to free-spending as Q3 soars to historic heights Q2 2020 hedge fund letters, conferences and more The M&A backlog that built up in the early days of the COVID-19 lockdown flooded into the market in Q3, pushing acquisition spending to the second-highest quarterly level in nearly two […]
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Read MoreDividend Kings In Focus Part 12: Nordson
Updated on October 1st, 2020 by Aristofanis Papadatos Nordson Corporation (NDSN) has a dividend track record that few companies can rival. The company has increased its cash dividend for 57 consecutive years, making it one of just 14 such entities in the entire market with a dividend increase streak of that length. That puts Nordson…
Read MorePost-Debate Notes: Election Risk
Q2 2020 hedge fund letters, conferences and more Post-Debate Notes With the first Trump-Biden debate of 2020 in the books, we’ve headed into the final stretch of the 2020 election. Let’s assess what happened, note the election risk, and then look at how to protect against it. What Happened Biden goes the distance. The former […]
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Read MoreThe Nifty Fifty: Valuing Growth Stocks
Back in the early 1970s, there was a group of companies which are referred to as “The Nifty Fifty” in the US. These were companies which were expected to grow earnings forever, by taking advantage of trends in demographics and the economy of the future decades. The stocks were often described as “one-decision”, as they […]
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Read MoreHow to Use “Microtrends” to Collect Big Gains
It was one of our most “unluckiest” trades at RiskHedge. We recommended this trade to our premium subscribers on February 19, which was the exact day the US stock market peaked before the “corona crash,” as you can see here: Q2 2020 hedge fund letters, conferences and more The next morning all hell broke loose. […]
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Read MoreSuper Stock Case Study: Cintas Corp (CTAS)
Cintas Corporation (VIE:CTAS) provides corporate identity uniforms and related business services primarily in North America, Latin America, Europe, and Asia. It operates through Uniform Rental and Facility Services and First Aid and Safety Services segments. The company rents and services uniforms and other garments, including flame resistant clothing, mats, mops and shop towels, and other […]
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Read MoreCyber accumulation is COVID on steroids. Private capital needed: Benchimol
The way we think about accumulations of cyber risk is a bit like COVID on steroids and the potential size of economic losses from major cyber loss events means private capital is needed to support the risk but that a public-private approach is required, AXIS Capital CEO Albert Benchimol has explained. Benchimol was speaking during…
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