by Scott Martin | Jan 22, 2021 | Instant News Flash, Research Report
Affirm (AFRM: $115) 1. The company went public at $49 on January 13, 2021. The first trade was $91. It hit $137 the next day, but closed at $115. Coverage initiated January 22, 2020, at $115 in the Aggressive portfolio. Company Overview Affirm charges merchants --...
by Scott Martin | Jan 18, 2021 | Weekly Newsletter 7pm Sunday
The Weekly Summary Almost imperceptibly, external walls of worry that distorted investor sentiment last year have receded into the background, leaving us free to tentatively return our focus to the fundamentals that normally drive the market. Start with politics....
by Scott Martin | Jan 3, 2021 | Weekly Newsletter 7pm Sunday
The Weekly Summary The most volatile year in recent memory is behind us now and our recommendations held up extremely well on the whole. Beyond the Real Estate portfolio and a few significant retreats elsewhere in our High Yield universe, pain points were scattered...
by Scott Martin | Dec 29, 2020 | Instant News Flash, Research Report
Dollar General (DG: $211) Coverage initiated December 29, 2020, at $211 in the Special Opportunities portfolio. Company Overview Dollar General was originally founded more than 80 years ago. It became a publicly traded firm in 1968 and remained that way until Kohlberg...
by Scott Martin | Dec 20, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary While it feels increasingly quixotic to stay focused on Washington as the November election recedes day by day into the past, it's worth taking one last moment to highlight how well our stocks have done since the first votes came in six weeks ago....
