Research Reports
Eyeing opportunities with the “DuPont Factors” lens
The DuPont Factors illuminate the opportunity set.
The upside down
Mr. Market is a price taker today on liquidity grounds alone.
It is wise to view internal controls
It is wise to look for disclosures of material weaknesses.
Medtronic is a no-brainer
Medtronic stands out as an asymmetric risk/reward opportunity.
The Magic Kingdom or dead mouse bounce?
An accumulation strategy should be top of mind as Disney nears a bottom.
Skechers can outrun the competition with KISS
Skechers is a leading consumer growth stock.
Signal loss
Be mindful of the canaries and the opportunities to prevent signal loss.
A bird in the hand
Extreme risk/reward asymmetries are on display through the lens of “duration risk.”
Pavlov’s stocks
Stretched fundamentals collide with duration risk creating risk/reward asymmetries.
Mind your duration
Solid anchoring at the long end of the yield curve creates widespread risk/reward asymmetries.
See the forest for the trees in IP
Stepping back to see the forest for the trees, IP stands out as a top choice.
3D printing is a razor and blade opportunity
As 3D printing is adopted, “razor and blade” opportunities should remain top of mind for investors.