The Most Competitive Game
Over the past two months, I’ve had the privilege of working with a group of guys on an equity research report covering the Ford Motor Company. After weeks of analysis and writing, we concluded our report last night. I’ll also upload our presentation slides once those are completed and the competition is over. Click here … Continue reading Ford Motor Company (F) Equity Research Report
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
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.
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
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