Published: April 06, 2022
A new report from Spruce Point Capital Management CIO Ben Axler targets Stryker Corp. (NYSE: SYK), a $118 billion market cap medical technology company. SYK shares were down nearly 20% before recovering in mid-afternoon trading.
Published: September 06, 2016
Dan Chen has been a professional investor for almost 20 years, and a disciple of Warren Buffett even longer. In his search for permanent value in great companies, nothing catches Chen's eye like Visa (V:US), the world's largest electronic funds transfer company. Though Visa is massive (nearly 200...
Published: October 28, 2015
Bitcoin’s largest volatility events have been for the most part attributable to news events. Such events have involved bitcoin companies, global macroeconomic crises, law enforcement actions, regulatory developments and so on. The most notable of these have been the Mt. Gox collapse, the arrest o...
Published: March 13, 2014
COF was traditionally funded by credit card securitizations, which was a volatile source of funding, but the company reduced its dependency on such funds by becoming a full fledged bank. COF acquired a series of regional banks starting in 2004, and currently securitized debt is only 1/10 the amou...
Published: March 06, 2014
I believe there are several catalysts which will allow long-term shareholders to realize value in the stock over the medium term. An improvement in product mix towards high margin software sales should lead to the bottom line outgrowing revenue. Additionally, the company will benefit in the futur...