Whitney Tilson’s email to investors discussing Tesla temporarily freezing store closures and layoffs in chaotic sales strategy change and questions for the bears thread from VIC. Blomst...
Whitney Tilson’s email to investors discussing the 10th anniversary of the market bottom. PhotoMIX-Company / PixabayToday is the 10th anniversary of the day stocks bottomed during the Great Recession. Get...
Whitney Tilson’s email to investors discussing various Tesla Inc (TSLA) blurbs and if Tesla’s online only sales is a way to slash retail employee compensation. Blomst / PixabayBefore I send these Tesla blurbs...
January 2019 What I am about to share with you is somewhat random drivel about a topic that has been very important to me in 2018 – time. I am anything but an expert on it; and in fact, as you’ll see, this is something I fail in and...
Valuation-Informed Indexers increase their stock allocation when stock valuations drop to low levels, which is what happens when stocks are not popular. Then they lower their stock allocation when stock valuations rise...
Wall Street glorifies companies that beat quarterly estimates by arguing that the long term comprises a lot of short terms. But beating earnings estimates for a few consecutive quarters doesn’t necessarily lead to long-term greatness. It assumes that significant changes to the business are visible in the reported...
Husch Blackwell P3 Report and Survey Documents Growing Appeal of Public-Private Partnerships Free-Photos / PixabayMARCH 11, 2019 – Husch Blackwell is pleased to announce the release of its second-annual Public-Private Partnership Trends Report...
Corporate acquisitions often fail for one simple reason: the buyer pays too much. An old Wall Street adage comes to mind: Price is what you pay, value is what you get. It all starts with a control premium. When we purchase shares of a stock, we pay a...
Could anticipated progress in trade talks with the U.S. and China be positively reflected in the markets? This chart from Garrett DeSimone, Head of Quantitative Research at OptionMetrics, illustrates a recent drop in...
Whitney Tilson’s email to investors discussing only 7 takers of his TSLA bet; landlords to Tesla: you’re still on the hook for your store leases. Blomst / Pixabay1) I’m shocked that only 7...