Investment Ideas

The Business ASML is a company from the Netherlands that produces photolithography which is an important step when producing semiconductors. ASML sells its products to major semi-producers and is considered one of the most important companies in the world. The drivers for continued growth in the semiconductor market are essentially every technological category: smartphones, cloud

Blue-chip energy pipelines have basically been my benchmark investment comparison for the past year or more. Enterprise Products Partners LP (EPD) pays a safe 7%+ distribution yield, has a quarter century of consecutive annual distribution growth, is assigned industry-leading BBB+ credit ratings, is trading at below-average valuations, and has significant insider ownership. In order for

“It’s no secret that Nelnet is complex as we continue to diversify. Our financials reflect short-term “book” gains and losses, and we think and operate using a long-term horizon. Because of this strategy, many areas of value do not appear on today’s financials—but we are confident they will down the road as we continue to

You can access the podcast directly right here. The Journey Energy discussion begins around the 28:30 minute mark.

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Cuban creditors recently achieved a partial win in a court case in London, when a judge confirmed that defaulted debt issued in the 1980s in deutschmarks had to be repaid. Then came Burford Capital’s high-profile win over Argentina, which will unlock billions in decade-old claims from an expropriation case involving American investors. Progress in cases

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