Financials

PayPal: There Are Reasons To Be Optimistic, But It's Too Early To Buy (Archive)

Improving revenue quality, margins and valuation, but still awaiting clear growth acceleration.

Berkshire Hathaway: Cash Hoard Likely To Be Underutilized For Longer (Archive)

Berkshire’s rich valuation and idle cash hoard cap multi‑year upside potential.

Berkshire Hathaway: Expecting More Stock Sales And Cash Buildup (Archive)

Berkshire’s cash-heavy war chest positions it to hunt bargains in a looming downturn.

B. Riley: Asset Write-Downs Confirm Balance Sheet Weakness? (Archive)

Asset write-downs and weak liquidity signal deep balance sheet risk and likely mispricing.

Ares Capital: The Pros And Cons After Q2 FY24 Results (Archive)

ARCC’s deal activity remains robust, but slowing growth, peaking yields and average valuation warrant neutrality.

Why I Wouldn't Buy Berkshire Hathaway's Portfolio (Archive)

Berkshire's concentrated, slow-growing asset mix makes it a poor bet versus the S&P 500.

PayPal: Unattractive Given Far Better Opportunities (Archive)

PayPal’s weak growth, margin pressure and insider selling make the stock unattractive.