Posted on 12/3/19
Etsy Is A Buy
SummaryEtsy shares have sold off sharply since the Q3-19 report, largely due to reduced profitability guidance. Shares were pricey going into Q3.Shares are 40% off their . . .
Posted on 11/19/19
Under Armour: Could Be Worse
Under Armour (UAA) reported another quarter of depressing revenue growth and improved profitability. The company that could once do no wrong in athletic wear is now . . .
Posted on 11/14/19
Q2 Holdings: Strong Growth Continues
SummaryQ2 Holdings reported another great quarter of revenue growth, but operating losses widened.The company recently closed its acquisition of PrecisionLender, which expands addressable market from $8 . . .
Posted on 11/5/19
Boston Beer: A Truly Risky Growth Story
Boston Beer (SAM) reported another strong quarter of revenue growth thanks to its Truly hard seltzer and Twisted Tea brands. Absent the positive impact of the . . .
Posted on 11/4/19
Under Armour: New CEO May Help Turnaround
SummaryFounder and CEO Kevin Plank is stepping aside. Plank founded Under Armour - it's his baby.But revenue growth has fallen off the cliff the last couple . . .
Posted on 9/6/19
New York Times Overvalued As It Steps Into Television
SummaryThe New York Times posted a solid of quarter of growth that narrowly missed consensus expectations.Shares are now 21% off their 52-week high, but still look . . .
Posted on 8/30/19
Boston Beer Overpriced On Seltzer Promise
Boston Beer (SAM) has not been immune to the trend of decelerating beer consumption in the U.S. Between 2013 and 2017, the number of barrels of . . .
Posted on 8/19/19
Why I Sold HMS Holdings At $39
SummaryI recently sold my HMS Holdings shares at $39 after buying in at $30 in May.The sudden 30% run-up surprised me, given the general bearish sentiment . . .
Posted on 5/13/19
Under Armour: A Buy If You Believe In The Brand's Premium Strategy
SummaryAfter seeing recurring 20%+ annual revenue growth implode two years ago, Under Armour has worked to streamline operations and improve profitability.Under Armor expects another year of . . .
Posted on 5/13/19
Under Armour: Humility = Increased Profitability But Slow Revenue Growth
Summary After seeing recurring 20%+ annual revenue growth implode two years ago, Under Armour has worked to streamline operations and improve profitability.Under Armor expects another year . . .
Posted on 10/15/18
Under Armour: A Massive Slice Of Humble Pie May Help The Company Long Term
After being a growth story darling for several years, Under Armour (UAA) has really taken it on the chin the last two years. Growth has slowed . . .
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