Well, I didn’t want to do it, but there’s no way I could leave the First Part of my S&L video without a conclusion. I just couldn’t. So I gritted my teeth and spent an ungodly amount of time on this labor of love. I hope you enjoy it:
Slope of Hope Blog Posts
Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
Popping Bubbles
Inphi Corporation
This is the last report on the recently completed third-quarter update. The early financial statements for the fourth quarter are from companies with fiscal quarters ended November. Those financial statements will begin to appear this week.
(more…)Contrarian Thesis For First American Financial
The fifth Contrarian Investor Virtual Conference is over, and investors are mulling over the stock picks that were presented. Sean Stannard-Stockton of Ensemble Capital Management was among the presenters. He offered his long thesis for First American Financial, a title insurance company.
(more…)Tesla Unhinged
This is a great time to be investing in Tesla – but unfortunately from the short side. Of course, there is risk, a lot of risk. So far this year Tesla has risen over 550 percent and many momentum traders predict a continued upward trend. From our perspective at Cornell Capital, however, the stock has already reached “ludicrous speed.” Never a stock that traded on the basis fundamentals, Tesla Inc’s stock has become so divorced from the underlying economics that it now exists in a kind of valuation twilight zone. At a market capitalization of over $550 billion Tesla currently has an equity value greater than that of the entire automobile industry (excluding Tesla) at the start of 2019.
(more…)