Special Situations Newsletter: December 2020
With fears of a tumultuous U.S. elections subsiding and very positive data on the vaccine front from both Pfizer and Moderna, the market rallied strongly
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December 1, 2020
With fears of a tumultuous U.S. elections subsiding and very positive data on the vaccine front from both Pfizer and Moderna, the market rallied strongly
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The music has not stopped and the Pied Piper continues to lead investors along a merry path that saw the Nasdaq gain 9.59% and the
Read MoreAmerican Homes 4 Rent (AMH) $22.49 The U.S. housing market, as represented by the S&P Case Shiller Index, peaked nearly a year before the stock
Read MoreWe are very excited to launch a new strategy on InsideArbitrage that we have been working on for some time now. After launching the spinoffs
Read MoreWhile having dinner with a fund manager in Portland, Oregon a few years ago we got to discussing position sizes in a portfolio and what
Read MoreThe stock of electric car company Tesla Motors (TSLA) has been more breathtaking to watch than one of its expensive $100,000+ roadsters that I happened
Read MoreWith the biggest conference for the video game industry E3 2010 concluding last week, interest in the video game industry is high as both gamers
Read MoreWelcome to the second edition of Insider Weekends and thank you for your positive feedback after reading the Introduction to Insider Weekends. Sell/Buy Ratio: The
Read MoreI am pleased to introduce a new weekly service called Insider Weekends that highlights buying and selling of stock by company insiders. Numerous academic studies
Read MoreApple (AAPL) reported fiscal second quarter results yesterday crushing estimates of both Wall Street analysts and as well as industry research groups like IDC. Apple
Read MoreAbout a decade ago, in the quest for a convergence device that could do email, browse the internet, manage task lists, etc., I decided to
Read MoreNote: As mentioned in the March 2010 newsletter, we recently migrated to a new platform and this is the first article on this new platform.
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