Summary Organon fell after posting quarterly results. Shareholders are nervous about recent acquisition. Fair value introduced. This idea was discussed in more depth with members […]
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What Happened to 3M in 2021?
The continued poor stock performance of 3M ( NYSE:MMM ) suggests investors are starting to lose patience with the company. The company’s latest investor presentation […]
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Bitcoin Cannot be Regulated Because it is a Software and There is no Legal Entity Behind it
Crypto Veteran. Tokenization, DeFi and Security Tokens – Blockchain. Ishan Pandey: Hi Denko, welcome to our series “Behind the Startup.” Please tell us about yourself […]
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Two Harbors: An mREIT With An 11.26% Dividend Yield
Summary The company’s book value is growing but the price to book ratio indicates a bit undervalued stock with trading just 7% below its book […]
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QQQX Or QYLD: Which Fund Makes More Sense (One Year Later)
Summary I reviewed QQQX and QYLD and came to the conclusion that in September 2020 QQQX made more sense. Looking where shares are now conservative […]
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First Majestic Silver: Still Trading At A Hefty Premium To Fair Value
Summary First Majestic Silver investors have seen a massive reversal of fortune this year, with the stock now down 55% from its year-to-date highs. While […]
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Enbridge: End Of Year Special, Buy Their 7% Yield And Get Any Growth For Free
Summary The recent broad-based energy sector sell-off has presented very desirable opportunities for investors, such as Enbridge. They are moving to a self-funded operating model […]
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Carrier: Getting Some Chills
Summary Carrier has done great since being spun off from UTC. The operating performance has been resilient, as expectations of investors have only been on […]
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National Storage Hiked The Dividend By 10%, And Is On The Up And Up
Summary National Storage Affiliates is a fast-growing self-storage REIT that benefits from a differentiated business model. It leads its peers in both historical and current […]
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Carlyle Group: PE Is Interesting, But This One’s Fully Valued
Summary In this article, I’m going to take a deeper look at Carlyle Group, an international PE firm that’s been involved in some of the […]
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