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 . . . and a new podcast?

What’s up, folks. Exciting news for the blog before we get into regular business. Beginning next week, The Most Competitive Game will launch podcast episodes that correspond with weekly readings and a new flavor of blog posts where I dig into a company and provide my own research report. It should be similar to Seeking … Continue reading Weekly Reading . . . and a new podcast?

What I’ve been reading this week

Is The Fed Managing Stock Market Sentiment? (The Irrelevant Investor) “There are plenty of investors who agree with Josh that the Fed’s real mandate is stable (stock) prices. I don’t know if I buy that, but even if Powell isn’t consciously taking the stock market into consideration when making decisions, is it possible that he … Continue reading What I’ve been reading this week

Weekly Reading Recommendations

A Taxonomy of Moats (Reaction Wheel) Three Big Things: The Most Important Forces Shaping the World (Collaborative Fund) “Every current event — big or small — has parents, grandparents, great grandparents, siblings, and cousins. Ignoring that family tree can muddy your understanding of events, giving a false impression of why things happened, how long they … Continue reading Weekly Reading Recommendations

Create your website at WordPress.com
Get started