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November 21, 2019

My Discovery While On Vacation…

Published by Kuppy at November 21, 2019
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I know, I know, you’re sick of hearing about my vacation. Don’t worry, I’m not sharing vacation pics again. Rather, I want to talk about what I “discovered” in my weeks away from the screens. I believe that most serious investors are smart enough to buy cheap stocks—it’s the harder “other stuff” that separates those who excel in this industry from everyone else. I Read More
Categories: Investment Strategy
Positions Mentioned: ASPS, STNG, SD
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May 21, 2019

Time To Sell Something…

Published by Kuppy at May 21, 2019
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Back in December, when anything with a CUSIP was getting dumped by hedge funds facing liquidations, I repeatedly made the point (here, here, here) that it was the time to buy—particularly those assets that were at the epicenter of those hedge fund liquidations. Now, five months later, with most securities having recovered quite nicely, I want to remind you of how dark it was Read More
Categories: Investments
Positions Mentioned: AR, GPOR, RRC, SD, STNG, TSLA
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March 11, 2019

The Spread Between Growth And Value Has Gotten Crazy…

Published by Kuppy at March 11, 2019
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If you had to distill today’s stock market down to one overriding narrative, it would be the flow of capital into consistent growth businesses and away from anything with the slightest hint of cyclicality or earnings volatility. I full subscribe to the market’s belief that a business with steady growth should trade at a premium to the mid-cycle earnings multiple of one with more Read More
Categories: Investments
Positions Mentioned: AR
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December 3, 2018

Who’s Bullish On Natural Gas??

Published by Kuppy at December 3, 2018
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I am bullish on US natural gas. I realize that this is one of the most contrarian things you can say in finance, but I am indeed bullish. Every investor knows that the US is awash in cheap natural gas, but investors often forget that usage and export volumes have also increased rapidly. Meanwhile, pipeline bottlenecks have slowed down the pace of new supply Read More
Categories: Investments
Positions Mentioned: AR, GPOR, RRC, SD
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