Analyst Read: Big Board Performance
Justin Oh January 13, 2021
As of this morning, the Big Board portfolio is up 59% over the five months since we started it (in earnest) in August.
Justin Oh
New GM Electric-Truck Business Targets Delivery Market
Justin Oh January 13, 2021
General Motors Co. is launching a new electric-truck business geared toward delivery services, the latest in the company’s efforts to commercialize battery technology it is developing in-house
Zoom Aims to Raise $1.5 Billion Through Stock Offering
Justin Oh January 13, 2021
Zoom is planning to raise $1.5 billion in an upcoming stock offering.
Target Boosts Holiday Sales During Covid-19 Pandemic
Justin Oh January 13, 2021
Target reported its winter holiday sales “rose solidly as more shoppers bought goods online, adding to a series of strong results from the retailer during the Covid-19 pandemic,” WSJ reports.
Analyst Read: fuboTV acquires Vigtory
Justin Oh January 12, 2021
$FUBO gets a Cents Price Target increase.
fuboTV Buys a Sportsbook. Updating $FUBO Price Target.
Justin Oh January 12, 2021
This morning, fuboTV announced that it’s acquiring a sports betting and gaming company called Vigtory. They want to use this acquisition to develop a proprietary
Chamath’s Latest SPAC, SoFi ($IPOE)
Justin Oh January 8, 2021
An analysis on if we should follow the Chamath hype and buy Social Finance, Inc.
Analyst Read: Thoughts on $FUBO
Justin Oh January 7, 2021
Justin’s opinion on the streaming service.
Should we buy the $FUBO FOMO?
Justin Oh January 7, 2021
Justin Oh’s investment analysis and recommendation on fuboTV.
HBO Max and Relax? AT&T ($T) Stock…
Justin Oh December 29, 2020
Should you buy AT&T stock because of HBO Max?
Analyst Read: Investing Strategy (Part 3)
Justin Oh December 23, 2020
The ROIC Investing Strategy – Part 3
Analyst Read: Investing Strategy (Part 2)
Justin Oh December 22, 2020
Part two of our ROIC Investing Strategy.
Analyst Read: New Coronavirus Strain
Justin Oh December 21, 2020
Coronavirus strikes again with a new strain.
? Making Cents: Streaming Video Wars Part 1
Justin Oh December 20, 2020
The battle for your living room’s profits.
Analyst Read: The Problem With Growth Investing…
Justin Oh December 18, 2020
A deeper dive into our investing philosophy.
Analyst Read: Peter Thiel
Justin Oh December 16, 2020
I am on Day 2 out of 3 of my executive working retreat, so unfortunately no analysis today. I know we have some Silicon Valley folks
? Making Cents: ROIC Investing Strategy…
Justin Oh December 15, 2020
A whitepaper on our ROIC Big Board Investing Strategy.
Analyst Read: CrowdStrike While the Company’s Hot
Justin Oh December 7, 2020
A CrowdStrike Analysis.
? Making Cents: Goldman Predictions, Airbnb, ALT, ASAN
Justin Oh December 6, 2020
Welcome to the fourth edition of our premium, ROIC-only weekly newsletter Making Cents.
Analyst Read: Slack ($WORK)
Justin Oh November 30, 2020
One of the biggest software acquisitions is in the works.
Analyst Read: Interest Rates
Justin Oh November 24, 2020
Will investors have to settle for lower returns?
? Making Cents: New Big Board + Biotech Stock
Justin Oh November 22, 2020
Welcome to the third edition of our premium, ROIC-only weekly newsletter Making Cents.
Analyst Read: Covid Vaccines & Biotech Stock
Justin Oh November 19, 2020
Should you buy stock in Pfizer and Moderna?
Analyst Read: Bitcoin & Real Estate
Justin Oh November 18, 2020
Are private and commercial real estate overvalued?
Analyst Read: Airbnb IPO
Justin Oh November 17, 2020
Is Airbnb stock a good asset in your portfolio?
? Making Cents: New Favorite ROIC Stocks!
Justin Oh November 15, 2020
Welcome to the second edition of our premium, ROIC-only weekly newsletter Making Cents.
Analyst Read: Hedging Against Tech
Justin Oh November 13, 2020
You may want to pick up a few value stocks to hedge against tech.
Analyst Read: Goldman Sachs Estimates
Justin Oh November 11, 2020
A look at expectations from Goldman Sachs.
Analyst Read: Return-From-Home Stocks
Justin Oh November 9, 2020
How will return-from-home stocks fair on Pfizer’s vaccine news?
? Making Cents: It’s A Stock Picker’s Market…
Justin Oh November 8, 2020
ROIC Members! Welcome to the first edition of our premium, ROIC-only weekly newsletter Making Cents, where we summarize my thoughts on the state of investing,
Analyst Read: $NIO, $TSLA and Electric Vehicles
Justin Oh November 5, 2020
How does Chinese electric vehicle manufacturer NIO stack up against Tesla and the rest of the EV market?
Analyst Read: Awaiting Election Results
Justin Oh November 4, 2020
We’ll have to wait and see how this all plays out.
Analyst Read: Election Trends
Justin Oh November 3, 2020
How do post-election stock market trends usually play out?
Analyst Read: Business Metrics
Justin Oh November 2, 2020
Let’s go over my favorite business metrics to quickly analyze a stock.
Analyst Read: Fearful Market Friday
Justin Oh October 30, 2020
A spooky week in the stock market seems fitting right before Halloween.
10/30/20: A Couple Cents Featured
Justin Oh October 30, 2020
Pinterest, Shopify, and Spotify reported earnings! Looking into them and if you should buy or short them…
Analyst Read: SpaceX’s Starlink Network
Justin Oh October 29, 2020
Let’s take a look at SpaceX’s “Better Than Nothing” Starlink network, from my Oct. 29 Daily Read.
10/29/20: A Couple Cents Featured
Justin Oh October 29, 2020
In case you missed it: Stocks drop! Airbnb IPO, MSFT, GE, UPS, Callaway/Topgolf…
Airbnb’s Public Offering: What You Need To Know
Justin Oh October 28, 2020
Examining what we know about Airbnb’s IPO from my Oct. 28 Daily Read.
Diving Into Nvidia ($NVDA)
Justin Oh October 27, 2020
A look at chip-leader Nvidia ($NVDA) from my Oct. 27 Daily Read.
Revisiting Cruise Line Stocks
Justin Oh October 22, 2020
Are cruise line stocks likely to rebound? And if so, should you invest? A look at the industry from my Oct. 22 daily read.
My Wall Street Experience and What We’re Doing At Cents
Justin Oh October 21, 2020
Many folks have asked about my experience and career path to learn how I advanced in the Wall Street and corporate industries. And it bears going over for everyone else, so you know the qualifications of who’s doing the investment analysis here.
Breaking Down How EBITDA and EBITDA Multiples Work
Justin Oh October 20, 2020
A breakdown of how to interpret EBITDA, a metric I use frequently, from my Oct. 20 daily read.
A Look At Homebuilding Stocks
Justin Oh October 19, 2020
An expanded look at homebuilding stocks from my daily read on Oct. 19.
Should We Invest Behind Moderna’s ($MRNA) Covid-19 Vaccine?
Justin Oh August 17, 2020
The race for a Covid-19 vaccine has spurred a more than 300 percent increase in Moderna’s share price. But with multiple companies pursuing vaccines, how valuable can Moderna possibly be?
How Much Firepower Does Call of Duty Developer Activision Blizzard Have?
Justin Oh August 14, 2020
Given all of Activision Blizzard’s success with “Call of Duty: Modern Warfare” and “Warzone,” the company’s stock has skyrocketed. Is this run up justified?
Teladoc ($TDOC) + Livongo ($LVGO) Analyst Rating
Justin Oh August 11, 2020
Saw a recent sellside analyst report on Teladoc ($TDOC), which announced it would buy Livongo ($LVGO) last week. This is a hot company that many of you have asked about in the past. Here’s is the latest rating and price target, along with some snippets for ROIC members!
$1,500 Stock Pitch Contest + Massive Giveaways
Justin Oh August 6, 2020
A Couple Cents is giving away $1,500 to the ROIC member who posts the best stock pitch. For other members that may want to participate in other ways, we’re offering a slew of other prizes too.
How Much Could Microsoft Benefit from Buying TikTok?
Justin Oh August 3, 2020
If Microsoft receives President Trump’s blessing, the tech giant could acquire TikTok’s U.S. operation. How could a deal of that magnitude impact Microsoft’s share price?
New SPAC: Rush Street Interactive ($DMYT)
Justin Oh July 27, 2020
Good morning and happy Monday! I know my stock analysis production has been slow this past week, but I’ve been hard at work building an
$1000 GIVEAWAY OVER THE NEXT 2 WEEKS! Talkin’ Stocks – A Couple Cents (July 23, 2020)
Justin Oh July 24, 2020
To enter the $1000 raffle, make sure you are receiving our newsletter Morning Cents! There will be entry links starting Monday 7/27 to Friday 8/7
How TikTok Is Dominating Social Media!
Justin Oh July 24, 2020
In this Part 1/2 on the War on Tiktok, I give a history on the smash-hit short video app TikTok and describe how it has
Hedge Fund Henry, Best Growth Stocks, MSFT and WMT – A Couple Cents Show (July 20, 2020)
Justin Oh July 21, 2020
Watch Justin talk with Hedge Fund Henry and discuss Best Growth Stocks, MSFT and WMT in his A Couple Cents Show on YouTube from July