Sep 2, 2020 by Alex Dumortier, CFAHere's One Way Tesla Isn't Like Amazon: CEO PayThere's one comparison to Amazon that isn't flattering to electric car manufacturer Tesla, and it concerns the compensation of their chief executive officers.
Aug 29, 2020 by Alex Dumortier, CFATesla: The Vanishing Sentence That Could Be Worth BillionsDid Tesla alter its accounting for its major profit engine?
Nov 12, 2019 by Alex Dumortier, CFAThe Next Big Berkshire Hathaway Acquisition Is Hiding in Plain SightLook beyond the headlines and you'll find that this distressed utility has the hallmarks of a spectacular Warren Buffett "coup."
Aug 5, 2019 by Alex Dumortier, CFAIs Chewy a Potential Long-Term Investment? Put It to the "Moat Test"Chewy's commitment to delighting its customers makes this pet e-tailer a rare breed and gives it a competitive advantage.
Jun 29, 2019 by Alex Dumortier, CFA3 Under-the-Radar Stories in the Stock Market This WeekAmazon's user experience isn't all that, lessons from the history of the handheld calculator business, and why business-to-business technology firms don't get the credit they deserve.
Jun 26, 2019 by Alex Dumortier, CFASlack Technologies: It's Not Too Late to Buy the Stock at a DiscountThe stock is up sharply from its $26 reference price, but there's still an opportunity to buy the shares at less than their intrinsic value.
Jun 9, 2019 by Alex Dumortier, CFAA Question of Moat: Should You Participate in Slack Technologies' Public Offering?This smart filter is the basis of a five-minute analysis to determine whether investors should consider buying shares in Slack Technologies' public offering.
Jun 4, 2019 by Alex Dumortier, CFAThe 8 Best "Mungerisms" from Berkshire Hathaway's 2019 Annual MeetingInvestors, pundits, and journalists often quote Warren Buffett, but quotes from Berkshire vice-chairman Charlie Munger are equally instructive.
Mar 28, 2019 by Alex Dumortier, CFALyft's IPO: the One Article You Need to ReadA customer-based analysis suggests ride-sharing company Lyft will be profitable -- but will it be profitable enough to justify the $24.3 billion valuation it looks set to achieve?
Jan 11, 2019 by Alex Dumortier, CFABetter Buy: Bitcoin Investment Trust vs. T-billsOne is a linchpin of the global financial system, the other represents a bet that the system is ripe for a revolution. Which is the better buy between the Bitcoin Investment Trust and U.S. Treasury bills?
Dec 24, 2018 by Alex Dumortier, CFANear An All-Time Low, Is Deutsche Bank a Buy?In the wake of yet another scandal, shares of beleaguered Deutsche Bank hit a multi-decade low. As the German lender tries to correct the mistakes of a failed ambition to take on Wall Street's finest, we revisit the question: Is Deutsche Bank a Buy?
Dec 22, 2018 by Alex Dumortier, CFA3 Under-the-Radar Stories in the Stock Market This WeekWith the Dow having just recorded its worst week since the financial crisis, shares of this iconic American company can be bought at a discount to fair value.
Dec 17, 2018 by Alex Dumortier, CFA3 Under-the-Radar Stories in the Stock Market Last WeekFor whatever reasons, investors don't seem to be giving these promising companies their due.
Dec 15, 2018 by Alex Dumortier, CFAWhere Will Bitcoin Investment Trust Be in 5 Years?Bitcoin Investment Trust is an open-end fund that tracks the performance of bitcoin. That performance has been disastrous in 2018, which begs the question "hodlers" everywhere are asking: Where will Bitcoin Investment Trust be in 5 years?
Dec 9, 2018 by Alex Dumortier, CFA3 Under-the-Radar Stories in the Stock Market Last WeekThis week we look at under-reported stories concerning three of the world's most valuable and most visible companies, and we pay tribute to one of the world's wealthiest investors, whose deal-making and investing acumen was matched only by his discretion.
Dec 8, 2018 by Alex Dumortier, CFAForget Snap: Facebook Is a Better Growth StockAnalysts who expect Snap's revenues to grow much faster than Facebook's are underestimating the vast chasm between their competitive positions.
Sep 16, 2018 by Alex Dumortier, CFA10 Years On: 9 Bizarre Facts You Forgot About Lehman Brothers' BankruptcyThe investment bank's failure is a reminder of some of the dysfunctions in the financial and regulatory apparatus that brought the world to the edge of the abyss -- and of dysfunctions that still exist today.
May 9, 2018 by Alex Dumortier, CFAIs Berkshire Hathaway Inc. a Buy?Warren Buffett just wrapped Berkshire Hathaway Inc.'s annual meeting. At their current price, are the shares of one of the greatest wealth-creation vehicles in the history of capitalism a buy?
Mar 22, 2018 by Alex Dumortier, CFAThe "No-Moat" Filter: Should You Buy Into Dropbox, Inc.'s IPO?This powerful filter, which focuses on competitive advantage -- or the lack of one -- is the basis of a five-minute analysis to determine whether investors should buy shares in Dropbox's initial public offering.