The Most Competitive Game
Reading Recommendations For The Weekend
Recycling Rethink: What to Do With Trash Now That China Won’t Take It (Wall Street Journal) Bull Markets Last Much Longer Than You Think (A Wealth of Common Sense) Analyst Jobs Vanish as a Perfect Storm Crashes Into Research (Bloomberg Economics) Market Risk & The All-Terrain Portfolio (Contrarian Edge) What Is the Fed’s Plan to … Continue reading Reading Recommendations For The Weekend
The Clorox Company (CLX) – Headwinds will prove to be less "transitory" than management believes.
When I began covering CLX several months ago, the stock had reached an all-time high of $166.33. Last Friday and nearly 6 months after, shares closed down -8.70% at a price of $151.86. I believe shares will continue to slide another 5-8% before returning to a fair value. During my initial analysis, I thought shares … Continue reading The Clorox Company (CLX) – Headwinds will prove to be less "transitory" than management believes.
Weekly Reading Recommendations
What’s up, folks! After taking a few weeks off to work on a philanthropy event called Spin for Steven, I’m excited to be back to update the blog and add some new content. In addition to regular reading recommendations, I plan to start the podcast for TMCG and also write a few equity research reports. … Continue reading Weekly Reading Recommendations
I keep coming back to this
I saw this chart several months ago. It shows price changes over a 20-year period in various US Consumer Goods & Services, as well as the growth in Wages during that same time period. I can’t really put many of my observations into solid paragraphs, so I’ve listed a few bullet points of my thoughts … Continue reading I keep coming back to this
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