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.
Sep 2, 2020 by Alex Dumortier, CFAIs Tesla the Next 'Big Short?'Michael Burry, who was immortalized in Michael Lewis' "The Big Short," tweets a warning regarding Tesla stock's valuation.
Aug 31, 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."
Jul 31, 2019 by Alex Dumortier, CFAThe "Moat Test": Is Chewy a Potential Long-Term Investment?Chewy's commitment to delighting its customers makes this pet e-tailer a rare breed.
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 $23 billion valuation it looks set to achieve?
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 10, 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 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.