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Beyond meat – The lure of the TAM

Beyond meat – The lure of the TAM

Remember the excitement surrounding the Beyond Meat IPO? The BYND IPO was priced at $25.00/share on May 1st, 2019, and closed up 163% to $65.75/share on the first day. It
Finally, a Worrisome Yield Curve Inversion?

Finally, a Worrisome Yield Curve Inversion?

Last week, we had two brief yield curve inversions that potentially matter. The 2-year treasury briefly yielded more than the 10-year treasury. Usually, investors demand more yield for committing their
The First Pillar: Buyer Behavior Matters

The First Pillar: Buyer Behavior Matters

Buying Behavior is one of the “Pillars” of our investment process. What we want to see is positive cash flows into a stock from individuals/institutions with clearly the best knowledge
High Yield Can Mean Caution… or High Opportunity

High Yield Can Mean Caution… or High Opportunity

“Boy, that double-digit yield looks pretty juicy…” Slow down, big fella. Often, double-digit yields indicate that the market doesn’t believe the current distribution is sustainable. Usually, yields move higher as
To ESG, or not to ESG, that is the question !

To ESG, or not to ESG, that is the question !

ESG. Seems like a good idea. Well-meaning. But what really is ESG? Environmental Social Governance (ESG) strategies can be defined and implemented in so many ways that
Rewarding mediocrity: A participation trophy for investing

Rewarding mediocrity: A participation trophy for investing

Investors are chasing consistently average businesses, ostensibly for “safety”, with the idea that if you don’t expect much, you won’t be disappointed. Take AMD1 vs. Intel for example Advanced Micro Devices, Inc.
Disruptive Embrace

Disruptive Embrace

  There is so much talk about disruption these days and typically it has to do with innovation. A new company or product hits the market and displaces existing market
Surprising Power of 1%

Surprising Power of 1%

  Starting today, if you make a 1% improvement to your business every day, what will your results be in one year? It’s called The Theory of Marginal Gains, …and
Why is Growth Hard?

Why is Growth Hard?

Nobody knows better than you how hard it is to start and grow a business. Sure, there are those times when things are easy. But even during the “easy times”,