Author: evencio.alvarez14@gmail.com
-
AI & Semiconductors: Understanding The Next Super-Cycle
“Mechanisms of artificial intelligence provide real-time fast decision-making based on the analysis of huge amounts of information, which gives tremendous advantages in quality and effectiveness … If someone can provide a monopoly in the field of artificial intelligence, then the consequences are clear to all of us: he will rule the world.” – Vladimir Putin…
-
The Bond VIX is at Record Lows! [DIRTY DOZEN]
A trick to get a sense of the overall level of bullishness is to ask who the burden of proof is on. If you pitch an idea, do other investors take your side immediately, or do they require evidence that your view is correct? If the answer is the latter, your idea is probably off-consensus.~…
-
$SE, $GRVY and Digital Transformation w/ Mads Christiansen
Mads Christiansen is a private investor specializing in digital transformation, e-gaming and technology. He freely shares his thoughts and ideas on Twitter and also runs a YouTube channel (both you can find in links below). Mads got his investing capital from his job as a medical practitioner. While working, he parked his money in passive…
-
Super Stock Case Study: Cintas Corp (CTAS)
Cintas Corp (CTAS) provides corporate identity uniforms and related business services primarily in North America, Latin America, Europe, and Asia. It operates through Uniform Rental and Facility Services and First Aid and Safety Services segments. The company rents and services uniforms and other garments, including flame resistant clothing, mats, mops and shop towels, and other…
-
US Housing Market is EXTREMELY Tight [DIRTY DOZEN]
They think that intelligence is about noticing things that are relevant (detecting patterns); in a complex world, intelligence consists in ignoring things that are irrelevant (avoiding false patterns).. ~ Nassim Taleb via The Bed of Procrustes Good morning!In this week’s Dirty Dozen [CHART PACK] we look at the incredible strength of the US housing market…
-
$UBER Deep Dive w/ Abdullah, Mostly Borrowed Ideas
Abdullah runs the Mostly Borrowed Ideas newsletter and Twitter account. He’s one of the sharpest value investors on Twitter and I look forward to his emails every month.Abdullah got his start as an equity analyst and realized he wanted to create his own newsletter and achieve financial freedom. The ability to work anywhere and do…
-
Accrued Revenue: The Ultimate Cash-Sucker
Hope you had a great week! Last week we discussed deferred revenue and why we should understand it. This week we’re examining its evil cousin: accrued revenue. There’s a lot in common. But here’s the key difference: Deferred Revenue = job not complete but cash received Accrued Revenue = job complete but cash not received…
-
Avoid Value Traps With One Simple Scoring System
How do you avoid buying value traps? How do you avoid thinking Mr. Market isn’t as smart as he really is? Ask this simple question: Why is this stock being sold at this price? Markets are generally efficient the majority of the time. This isn’t breaking news. Yet as value investors, we sometimes try to…
-
Small-cap Value Set To Outperform [DIRTY DOZEN]
There’s no asset class too much money won’t spoil. ~Barton Biggs via A Hedge Fund Tale of Reach and Grasp Good morning!In this week’s Dirty Dozen [CHART PACK] we look at the latest Global Fund Manager Survey, talk some more about ALL the cash that large funds are sitting on and why that’s bullish for…
-
Unity Software ($U) Deep Dive w/ Aaron Bush, The Motley Fool
Today I picked Aaron’s brain on all things Unity Software. Aaron Bush is an investor and writer for The Motley Fool. When’s he’s not researching stocks for The Fool, he’s busy working on his other project, Master The Meta, a SubStack dedicated to all things esports and gaming. I’ve followed Aaron on Twitter and read…