ValueWalk

Welcome to 2022. More than ever, we believe it is time to get out with the old and in with the new.At Crescat, we believe investors today face a twofold problem: The imperative to not get sucked into...

Stanphyl Capital’s commentary for the month ended December 2021, discussing the U.S. economic situation, and their long positions in NuScale Power, Volkswagen AG (OTC:VWAGY) (OTCMKTS:VWAPY), and...

Kerrisdale Capital is short shares of Astra Space (NASDAQ:ASTR), a $2 bln space launch company formed at the peak of the 2021 SPAC bubble—with no revenue, no track record of reliability, and no...

Despite the stock of Amazon.com (NASDAQ:AMZN) having a lukewarm 2021, next year could see the shares of the e-commerce giant come back to new heights. The company has invested hard in capacity and...

Compared to stocks and bonds, cash has been a relatively strong performer in times like the 1970s. Rising inflation and interest rates are likely to erode the values of some stocks, specifically...

The “just in time” supply chain worked well enough to paper over the cracks. But since COVID-19, retailers have been grappling with a supply chain crisis. The pandemic closed ports,...

Despite the high inflation numbers and the Fed’s moves to address them, the slowdown in consumer spending in November, and expectations that COVID numbers will spike in January due to how...

Omicron is looking more like a short-term disruption to the economic outlook and not a destructive headwind that knocks the economy off its course.  A wrath of US economic data, which was mostly...

Analyst recommendations play a significant role in deciding which stocks to invest in. The stocks with a “strong buy” recommendation are expected to dramatically outperform the average...

Most people think Groupon (NASDAQ:GRPN) is dead (we did). However it has a valuable secret asset, revamped core business poised for accelerated growth, and surprisingly loyal user base, making it...

The Labor Department announced last week that the Producer Price Index (PPI) surged 0.8% in November. Excluding food, energy, and trade margins, the core PPI rose 0.7% in November so it...

With most U.S. companies now having reported their 3rd quarter financial statements, it shapes up to be another astonishing jump in corporate growth. Sales growth is up again, with the average...

The recent weakness in the broad US equity market is being masked by the outperformance of mega-market cap companies that remain near record valuations. With that in mind, it is remarkable to us how...

The year 2021 has been exceptional for IPOs (initial public offerings). More than 950 IPOs were listed on the U.S. exchanges alone. This number is more than 100% higher than the number of IPOs in...

The vast majority of my readers are investors. As such, most are at least somewhat familiar with the stock market and are aware that most stocks tend to underperform their benchmarks over any given...

Facebook's EarningsFacebook (NASDAQ:FB) reported earnings after the close yesterday...by any objective metric, it was a very impressive quarter: Daily and monthly active users rose 6%, revenue jumped...