History suggests that conglomerates, like Birds of Paradise, only flourish under tightly controlled conditions.
Amazon is in full bloom
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Generac is a distributed energy leader
A 1% increase in home standby power system penetration is an opportunity to double HSB sales.
AMC Networks and “The Walking Dead”
Whether AMC Networks survives or thrives, the risk/reward is decidedly skewed to the upside.
stoxdox member and corporate update
We launched stoxdox with a larger vision in mind.
Of investment models and butterflies
What is priced in is the question as today’s valuation dispersions are backward-looking.
Williams-Sonoma is in the eye of the storm
An increasingly asymmetric risk/reward opportunity is unfolding as we exit the eye of the storm.
Victoria’s Secret is free to fly
Growth estimates appear too conservative introducing significant upside surprise potential.
All sorts of possibilities in health care services
Recent M&A within the industry by Amazon, CVS, and UnitedHealth Group sends a strong signal.
The retail industry offers timely diversification
As the next upcycle nears, upward revisions could amplify the multiple expansion opportunity in retail.
Top 5 industries for earnings growth
At 11x earnings estimates and a 24% growth rate, the multiple expansion door is open.