Value Investing for Professionals
117 articles covering 81 companies
AGCO: If META Sold Luxury Tractors (Part 3)
• 2025-02-09T19:27:50.487+00:00
AGCO CEO Sees 2025 as the Bottom of the Farm Slump | Bloomberg Interview
• 2025-02-09T19:25:49.293+00:00
CNH: What Einhorn Didn't Say (Part 2)
• 2025-02-02T20:45:20.71+00:00
CNH vs. AGCO: Agriculture Industry Primer Combo (Part 1)
• 2025-01-26T20:23:37.035+00:00
Why Nvidia & Meta CEOs think Quantum Computing is 20 years away
• 2025-01-12T17:56:30.892+00:00
Dropbox: A Misunderstood "Outsider"
• 2024-12-29T20:00:51.375+00:00
MSTR = Bitcoin (Garbage) Squared
• 2024-11-26T13:25:59.454+00:00
CELH: KO 1989 Again? Ask Pepsi
• 2024-11-22T16:30:46.775+00:00
Premium Brands Holdings
• 2024-11-07T04:45:35.406+00:00
Poking Holes in Einhorn's PTON Thesis
• 2024-11-01T10:33:26.513+00:00
Zooming in on BABA (Part 2)
• 2024-10-27T09:13:01.409+00:00
BABA: Recreating Michael Burry's Deep-Dive (Part 1)
• 2024-10-19T10:43:53.111+00:00
SEA Ltd Has Already Won
• 2024-10-13T12:01:25.639+00:00
Understanding Reflexivity with $INTC
• 2024-09-29T08:06:47.993+00:00
Dollar General: 6% NM? No Longer Necessary
• 2024-09-22T09:45:32.9+00:00
Why Berkshire Is Buying SIRI
• 2024-09-08T10:50:52.823+00:00
INTC: Cigar Butt / Margin of Safety? (Part 2)
• 2024-08-25T13:10:38.15+00:00
INTC Primer: No Equity Dilution Necessary (Part 1)
• 2024-08-18T04:54:21.51+00:00
Why Buffett BOUGHT Apple
• 2024-08-11T13:15:20.145+00:00
Shopify: Disrupting Salesforce, not Amazon (Part 2)
• 2024-07-28T09:08:58.24+00:00