As 3D printing is adopted, “razor and blade” opportunities should remain top of mind for investors.
Shake Shack is a rare growth opportunity as the strategy change maximizes brand equity potential.
The inflationary backdrop renders NOV’s assets quite valuable in light of the Q ratio.
Apparel stocks bottom in advance of or coincident with recessions as they are attuned to the consumer.
The economy remains in an inflationary contraction, a recession by any other name.
In the torrent of information, we risk overlooking the very foundation upon which companies are built.
History suggests that conglomerates, like Birds of Paradise, only flourish under tightly controlled conditions.
A 1% increase in home standby power system penetration is an opportunity to double HSB sales.
Whether AMC Networks survives or thrives, the risk/reward is decidedly skewed to the upside.
We launched stoxdox with a larger vision in mind.
What is priced in is the question as today’s valuation dispersions are backward-looking.
An increasingly asymmetric risk/reward opportunity is unfolding as we exit the eye of the storm.