My last article is out! “Is e.l.f. Beauty ($ELF) a Fallen Angel?” $ELF $ULTA $EL $COTY $TGT $AMZN $DG $HNST $CVS $KSS

My last article is out! “Is e.l.f. Beauty ($ELF) a Fallen Angel?” $ELF $ULTA $EL $COTY $TGT $AMZN $DG $HNST $CVS $KSS (link in bio)

Really useful tool the Hedge Fund Watcher. Highly recommended

This is an interesting post 👇

My last article is out! “Dick’s Sporting Goods $DKS: The Best Operator In The Sporting Goods Sector” $ASO $DKS $BGFV $SPWH $NKE $FL $JD $ZUMZ $URBN $ANF (link in bio)

Great explanation from 2002 Berkshire Hathaway Letter about the nonsense of considering “non-cash” charges as not truly an expense

My last article is out! “Costco Wholesale Corp. $COST: A Discounted Cash Flow (DCF) approach” $COST $WMT $TGT $KR $AMZN (link in bio)

It's always a rather controversial topic regarding ROIC: whether or not to subtract Goodwill 🤔

Interesting take from Joel Greenblatt: Everyone agrees that investing in 6-8 businesses is diversified, yet a portfolio of 6-8 stocks is rarely seen as conservative.

Added 32 new stock pitches to the website (pt 1): The Oak Bloke - $POW.L ツ Yegor - $FC MDC - $ELEV (special sit) LongYield (earnings updates) - $PL, $NKE JustValue - $COST (overvalued) Devin LaSarre - $UG (earnings update)

Another interesting take from Joel Greenblatt: as the market becomes more institutionalized, opportunities for value investors should increase 🤔

Great breakdown of Bruce Greenwald's approach to valuation. h/t JustValue for the great find.

A writeup from Kairos Investment Research ♟️: kairosresearch.substack.com/p/top-build-bld A writeup from JustValue: justvalue.substack.com/p/topbuild-bld…