The Most Competitive Game
My thoughts on private market trends
Despite a decade and more since the financial crisis of 2008, the crisis era policies of those times are still with us—and continuing to expand. In October 2019, the Federal Reserve announced it would begin purchasing $60 billion worth of Treasury bills each month in order to further control its benchmark interest rate. While the … Continue reading My thoughts on private market trends
Ford Motor Company (F) Equity Research Report
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
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.
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