Did 2018 started out too strong?
The leading US indices have been up between 7% and 8% since the beginning of 2018. This is the best year opening ever. More amusing is that the indices have already exceeded most analysts’ forecasts…
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Bitcoin – a bubble or Historic Opportunity?
Bitcoin – the popular virtual (or digital) cryptocurrency, is discussed everywhere so it is not surprising that its price skyrocketing and attracts millions of investors who dream of getting rich quickly. Is it possible that…
Bagger Dave’s Burger Tavern – Asset Play or Value Trap?
At the end of December 2016, Diversified Restaurant Holdings (SAUC) completed the separation of Bagger’s Dave’s Burger Tavern (BDVB) through a spin-off. Bagger Dave is a small fast-food chain with 15 branches in Michigan, Indiana,…
Bubble in IPOs – Is there an upside to CarGurus?
CarGurus operates a popular online platform to connect sellers and buyers of new and used cars. Its revenues grew by 100% in 2016 and 70% in the first half of 2017. Growth was supported by…
Hamilton Beach Holdings – A great Company at fair value
It’s hard to understand the logic of combining a coal mining company with an electric household appliance company, and that’s probably why NACCO Industries (NC) has recently separated Hamilton Beach Holdings (HBB) through a spin-off….
Not bubbly but expensive – Time to exit the Stock Market?
The stock market continues to climb and break records. Since the beginning of the year, US indices have already yielded double-digit returns (my spin-off portfolio in this site is already up 21.5% YTD). Even the…
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JBG Smith Properties – Is this great Spin-off REIT an attractive buy?
Summary JBG Smith is a $4.8 Billion spin-off of Vornado Realty Trust Washington, DC properties that merged with JBG Companies assets. It has a rich portfolio of offices, residential and commercial buildings with more than…
How to Invest Like Benjamin Graham and Warren Buffet
Benjamin Graham, who is considered to be the father of value investing, never pretended to help investors get rich. His main aim was to help them achieve reasonable returns on their investments. In practice, some…
BNED is down sharply. Buy more?
This is already a regular ritual – BNED publishes reasonable annual (or quarterly) results, but the stock actually crashes 11% two days in a row. What’s interesting is that yesterday the stock opened up more…