As of this morning, the Big Board portfolio is up 59% over the five months since we started it (in earnest) in August.
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 is planning to raise $1.5 billion in an upcoming stock offering.
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.
Lenovo, Affirm, Visa, Boeing
$FUBO gets a Cents Price Target increase.
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
Bitcoin crashes over 20%…
Social Finance goes public.
An analysis on if we should follow the Chamath hype and buy Social Finance, Inc.
Justin’s opinion on the streaming service.
Justin Oh’s investment analysis and recommendation on fuboTV.
Kerrisdale’s bear case.
A deep dive into FuboTV.
Should you buy ETH?
Should you buy AT&T stock because of HBO Max?
Valuation and fundamentals matter.
A deeper dive into Square Inc.
The ROIC Investing Strategy – Part 3
Part two of our ROIC Investing Strategy.
Netflix, a long-term winner?
Coronavirus strikes again with a new strain.
The battle for your living room’s profits.
A deeper dive into our investing philosophy.
Too Late to buy Bitcoin?
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
A whitepaper on our ROIC Big Board Investing Strategy.
DoorDash has come a long way.
A look inside our ROIC Portfolio.
A look into the newly IPO’d C3.ai.
Another day, another IPO.
I changed my mind about DoorDash…
Is $SFIX a good investment?
A CrowdStrike Analysis.
Welcome to the fourth edition of our premium, ROIC-only weekly newsletter Making Cents.
What position should you take on $TSLA?
Should you buy $SPOT stock?
Airbnb announces their latest IPO price range.
Bitcoin tests all-time highs.
One of the biggest software acquisitions is in the works.
Is $BLNK stock overpriced?
Will investors have to settle for lower returns?
Should you consider investing in Dropbox?
Welcome to the third edition of our premium, ROIC-only weekly newsletter Making Cents.
Should you buy stock in Pfizer and Moderna?
Are private and commercial real estate overvalued?
Is Airbnb stock a good asset in your portfolio?
Is the stock market overvalued?
Welcome to the second edition of our premium, ROIC-only weekly newsletter Making Cents.
You may want to pick up a few value stocks to hedge against tech.
Leafing through the hype.
A look at expectations from Goldman Sachs.
My thoughts on growth stocks tanking today.
How will return-from-home stocks fair on Pfizer’s vaccine news?
ROIC Members! Welcome to the first edition of our premium, ROIC-only weekly newsletter Making Cents, where we summarize my thoughts on the state of investing,
Let’s look deeper into Square’s ($SQ) earnings.
How does Chinese electric vehicle manufacturer NIO stack up against Tesla and the rest of the EV market?
We’ll have to wait and see how this all plays out.
How do post-election stock market trends usually play out?
Stocks are down! Here’s what to do…
Let’s go over my favorite business metrics to quickly analyze a stock.
A spooky week in the stock market seems fitting right before Halloween.
Pinterest, Shopify, and Spotify reported earnings! Looking into them and if you should buy or short them…
Let’s take a look at SpaceX’s “Better Than Nothing” Starlink network, from my Oct. 29 Daily Read.
In case you missed it: Stocks drop! Airbnb IPO, MSFT, GE, UPS, Callaway/Topgolf…
Examining what we know about Airbnb’s IPO from my Oct. 28 Daily Read.
A look at chip-leader Nvidia ($NVDA) from my Oct. 27 Daily Read.
Are cruise line stocks likely to rebound? And if so, should you invest? A look at the industry from my Oct. 22 daily read.
Many folks have asked about my experience and career path to learn how I advanced in the Wall Street and corporate industries. And it bears going over for everyone else, so you know the qualifications of who’s doing the investment analysis here.
A breakdown of how to interpret EBITDA, a metric I use frequently, from my Oct. 20 daily read.
An expanded look at homebuilding stocks from my daily read on Oct. 19.
The race for a Covid-19 vaccine has spurred a more than 300 percent increase in Moderna’s share price. But with multiple companies pursuing vaccines, how valuable can Moderna possibly be?
Given all of Activision Blizzard’s success with “Call of Duty: Modern Warfare” and “Warzone,” the company’s stock has skyrocketed. Is this run up justified?
Saw a recent sellside analyst report on Teladoc ($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!
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.
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?
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
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
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
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