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Stock Analysis

How I Bought the Internet — and You Can Too

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how-i-bought-internet

A few months ago my firm bought the Internet. Let me explain: When people think about the Internet, they imagine an enormous, decentralized (key word), spiderweblike network of millions of servers and hundreds of millions of business and personal computers, all loosely connected to one another. That image makes a lot of sense; after all,…

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Desperate Times Require Desperate Measures for Jos. A. Bank

in Stock Analysis by
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In one of my better articles last year, I had the audacity to compare men’s retailer Jos. A. Bank to the all-mighty Federal Reserve. I argued that Jos. A. Bank is addicted to what was supposed to be a temporary advertising campaign — buy one suit, get (insert always-increasing number here) suits free. The Fed,…

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Why I Love Amazon.com but Won’t Buy Its Stock

in FP: Latest/Stock Analysis by
river-amazon

You should look at your portfolio and want to throw up a little — this is how one value manager described what a true, die-hard value investor’s portfolio should look like. The two stocks I wrote about in my latest article — American Eagle and Aéropostale — have a tendency to elicit that unpleasant reflex…

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Qualcomm’s Competitive Advantages Are Too Numerous to Ignore

in FP: Latest/Stock Analysis by
qualcomm-competitive-advantages-too-big

Asphyxiation is a condition in which the body doesn’t receive enough oxygen. A common side effect of asphyxiation is death. Before then, of course, there are hallucinations; we start seeing things that don’t exist. When the market is making new highs, valuations are high, and you get altitude sickness. It is typical to suffer from…

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How to Capitalize on the Bakken Oil Boom

in FP: Latest/Stock Analysis by
refinery

 Stocks in the refining industry never really attracted us in the past. They were usually highly leveraged, barely earning a return on capital, and there were no tailwinds for their earnings — consumption of gasoline in the U.S. has been on the decline for years (our cars are now more efficient, and we drive less).…

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