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
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
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
“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
You wouldn’t take on a new client without understanding their financial situation; you wouldn’t recommend an investment without doing your due diligence; and you definitely wouldn’t build a portfolio without
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
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.