Shares of America’s largest insurer soared in August after a strong earnings report, Warren Buffett bought into one Big Secret portfolio company, and a beverage company continues to show promise despite months of struggling to increase sales.
As low-cost EV manufacturers lead the transition to electrified transport, and with lithium (the key component of electric vehicle batteries) prices down 85% in the last three years, the lithium mining industry has become one of the most beaten down in the stock market. That has created the ultimate contrarian opportunity we introduce in this issue.
Many U.S. automakers that went “all in” on EVs just a few years ago are now pulling back. It seems this “zero-emission” revolution has not yet arrived… unless you travel halfway around the world where EV sales are booming.
This real-life thriller takes readers to the intersection of business, global politics, and technology to explore the risks involved in the production of microchips, which power the world’s computer-processing needs.
This week, we share the first chapter of The Fourth Turning Is Here, Neil Howe’s followup to his 1997 cult favorite The Fourth Turning, which predicted that a period of political and economic upheaval would rattle the U.S. midway through the first decade of the 2000s – the Great Financial Crisis of 2008.
Big Secret on Wall Street analyst Ross Hendricks provides an excerpt of Common Stocks and Uncommon Profits and Other Writings, an investing classic by Philip A. Fisher… whose work directly inspired Warren Buffett’s investment strategy.
The share prices of the four businesses we review in this issue got whacked by the overall slowdown in the economy – but except for one that we recommend selling, the long-term outlook for them remains bullish.
This excerpt from The Dictator’s Handbook explains that institutions are bubbling cauldrons of individual agendas that may or may not overlap with that of the institution. The authors pack the book with vivid stories and examples.
We are recommending selling shares of electrical-infrastructure equipment maker Atkore (NYSE: ATKR). The company reported disappointing results for its fiscal Q3 earnings period (ending June 30). We’ll provide an in-depth review of the results in the upcoming portfolio update on August 16. For now, the key takeaway is that the company has suffered from a
Wilbur Ross engaged in the nitty-gritty of negotiations among distressed companies and their creditors during his decades at the center of some of Wall Street’s biggest bankruptcies. In this exclusive excerpt from his upcoming memoir, Risks and Returns, Ross provides readers a fresh viewpoint as someone who was in the game.