Investment Thesis I previously covered Keysight (NYSE:KEYS) where I talked more in depth about the business model and the implied quality I think it...
Investment Summary Avid readers of this channel will know that we have been scouring the basic materials sector for 1) well-priced compounders, with 2)...
Introduction & Investment Thesis Deckers Outdoor (NYSE:DECK) is a casual lifestyle and performance-driven footwear, apparel, and accessories company that operates across its five proprietary...
Investment Thesis The Vanguard Mega Cap Value Index Fund ETF (NYSEARCA:MGV) provides diversified exposure to U.S. mega-cap stocks for a low 0.07% expense ratio....
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Introduction Liquidity Services’s (NASDAQ:LQDT) stock is up ~13% year-to-date and ~14% since the middle of April specifically. As a result, the market price is...