Time for the Switch?
Decades before Sony, Microsoft, and even Disney began their operations, Nintendo was in the business of selling playing cards in Kyoto, Japan.
The Year of Alternatives: Gotta Collect ‘Em All
Is big money moving into collectables? The last few months have seen large personalities, and known millionaires, enter the collectible card market as a hobby and or an investment.
2020: The End of an Era
The latest U.S. business cycle expansion ended in February of 2020. This expansionary period was particularly noteworthy because it reached a new record length, 128 months from its June 2009 trough to the recent peak.
Portfolio Allocation Hypotheticals
When on the topic of investing, you will inevitably run into various ideals on portfolio construction. Some of the common adages even have memorable taglines, such as the traditional “60/40”. Despite potential appearances, allocating an investment portfolio amongst core asset classes is not an exact science.
Chinese Risk Exposure Update
Sentiment has been increasingly turning negative on China this year. Three main developments I see at play are...
Where we stand YTD 4/14/2020
Almond Confirmed April 14th 2020 overview of where we stand year to date.
A Merger And Two Spin-Offs
I specifically got into United Technologies for the Otis exposure and now that the business has spun off into its own firm, I will be looking at the valuation OTIS shares have garnered thus far.
Bear Market Quick Thoughts
The recent market environment could cause anyone to panic. Remember to make decisions with your investment time horizon in mind and not to act out of fear.
Opportunity Amidst Chaos
In addition to the positively trending financial performance, continuing market share dominance and bountiful dividend yield, Lenovo may also have an overlooked piece of news further boosting their prospects.
Social Media Divergence
In the last quarter of 2019 Twitter Inc. (TWTR) and Snap Inc. (SNAP) traded at a similar enterprise value. However, 2020 has been a year of divergence for these two firms. As of the market close on 1/21/2020, SNAP has gained 16.4% YTD while TWTR is up only 6.4%. Comparing enterprise value levels to total.