Kevin Smith
News Writer
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Digital Turbine, Inc.: A fast growing tech company that you should know about
Digital Turbine is a handset software player with a fast-growing business, high operating leverage and strong relationships with top tier carriers and Android-based phone manufacturers.
September 14, 2022 at 12:23 pm
Lockheed Martin: An irresistible bet for momentum-driven investors
Weapons makers need three things to thrive: wars, recurrent backlog of orders from their domestic government, and robust state diplomacy to guarantee export opportunities. As the largest defense contractor in the world and essential supplier of both The US and NATO's militaries, Lockheed Martin finds itself in the sweetest spot of its industry. European peers could only dream of enjoying such visibility when they launch high-cost, decades-long investment programs.
July 11, 2022 at 06:19 am
Kellogg's split may create some opportunities
Management and shareholders of Kellogg's have long argued that their group's market capitalization remained chronically undervalued in relation to the sum of its parts. To address these concerns, CEO Steve Cahillane just announced that the group will break itself up into three separate listed entities.
July 01, 2022 at 06:15 am
BYD: Should you follow in Buffet's footsteps?
Warren Buffett is the pope of value investing. But he also happens to score home-runs, when he occasionally dabbles into venture-type investments. A decade ago, he invested in a Chinese company no one had ever heard of — BYD, which stands for "Build Your Dreams" — alongside Berkshire Hathaway's vice chairman Charlie Munger and Himalaya Capital's Li Lu.
June 15, 2022 at 11:12 am
HP inc: An attractive valuation and significant returns to shareholders
For decades, Warren Buffett has evangelized his followers and Berkshire Hathaway's shareholders on the virtues of investing in outstanding businesses at fair prices, but his recent investment in HP may indicate that he's back to his first love, which is buying purely value stocks - so-so businesses at outstanding prices - on purely quantitative metrics. “It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price”, he famously said.
June 02, 2022 at 03:55 am
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