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On value, investing, and everything in between
Strong Catalyst in '23
Mar 21, 2023
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Harrow Health is our latest stock pick. Below is a snippet from one of our write-ups for the Value Investor Members. We put this company...
Three Bagger Opportunity?
Mar 01, 2023
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Franchise Group (FRG) is our latest pick. Below is a snippet from one of our write-ups for the Value Investor Members. We put...
Fixing the House of Mouse
Feb 07, 2023
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In our first article in this series, we discussed how Disney created a nightmare for itself by chasing bad money (streaming) with good (the rest of...
Sad Days Ahead at the House of Mouse
Feb 01, 2023
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In our last article, we discussed the importance of capital allocation and the pitfalls of using good money to chase after bad ideas. We...
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