Financials

Berkshire Hathaway: Why I Still Think It Will Likely Underperform The Market (Archive)

Apple concentration, manufacturing weakness and fair-value valuation point to negative alpha ahead.

B. Riley's Balance Sheet Is In Bad Shape With A Risky Solvency Position (Archive)

RILY’s core business faces structural solvency stress despite headline liquidity and recent short squeeze.

Charles Schwab: Mr. Market Says Actions Speak Louder Than Words (Archive)

Waiting for Schwab to prove cheaper funding before renewed alpha potential.

Brookfield Asset Management Is In My Top 3 Alt Asset Managers For 2024 (Archive)

Brookfield is poised for accelerated, high-quality growth and alpha versus the S&P 500.

Block: Can Management Execute On A Good Plan? (Archive)

Waiting for proof of execution before buying into Block’s ambitious workforce reset.

PayPal: Too Many Issues To Reckon With (Archive)

PayPal’s growth and margins look fragile, making today’s cheap valuation a value trap risk.

Berkshire Hathaway: Do As Buffett Says Not As He Does (Archive)

Berkshire now looks fairly valued but faces worsening cash flows and looming underperformance.