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Sell Morgan Stanley Before It Sells You Down the River

When Morgan Stanley (MS) started in 1935, there were around fifteen employees. For 2010, the company reported 62,542 employees. This company’s revenue growth and market capitalization have skyrocketed...

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Goldman’s Sell Rating on DAL Follows My Short Call

Yesterday, Goldman Sach’s initiated on Delta Airlines (DAL) with a Sell Rating. This stock call comes two months after my note to clients recommending shorting DAL. While Goldman’s call follows mine,...

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Danger Zone 6/10/13: “Passive” Investors

Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life and MarketWatch.com. Passive investors are in the Danger Zone for not recognizing that they are actually active investors....

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Discontinued Operations Removed from Invested Capital

This report is one of a series on the adjustments we make to convert GAAP data to economic earnings. This report focuses on an adjustment we make to convert the reported balance sheet assets into...

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Best & Worst ETFs & Mutual Funds: Financials Sector

The Financials sector ranks tenth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 44...

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Danger Zone: Momentum Investors and the Financial Sector

As regulators dole out punishments that fit the crimes, they are finally closing many of the illegal trading loopholes that have driven so much of Wall Street profits over the past decade. The post...

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What We’re Reading This Morning — September 26, 2014

What happened to Bill Gross this year? The post What We’re Reading This Morning — September 26, 2014 appeared first on Diligence Institute.

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What We’re Reading This Morning — October 7, 2014

Can Satya Nadella reboot an empire? The post What We’re Reading This Morning — October 7, 2014 appeared first on Diligence Institute.

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Sell Morgan Stanley Before It Sells You Down the River

When Morgan Stanley (MS) started in 1935, there were around fifteen employees. For 2010, the company reported 62,542 employees. Bigger is not always better. And for big, publicly-traded companies, big...

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Goldman’s Sell Rating on DAL Follows My Short Call

Yesterday, Goldman Sach's initiated on Delta Airlines (DAL) with a Sell Rating. This stock call comes two months after my note to clients recommending shorting DAL. The post Goldman’s Sell Rating on...

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Danger Zone 6/10/13: “Passive” Investors

Passive investors are in the Danger Zone for not recognizing that they are actually active investors. The post Danger Zone 6/10/13: “Passive” Investors appeared first on New Constructs.

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Discontinued Operations Removed from Invested Capital – Invested Capital...

Most investors would never know that discontinued operations distort GAAP numbers by over-stating assets on balance sheets and distorting the picture of a company’s ability to generate a return on that...

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Best & Worst ETFs & Mutual Funds: Financials Sector

The Financials sector ranks tenth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 44...

View Article


Danger Zone: Momentum Investors and the Financial Sector

As regulators dole out punishments that fit the crimes, they are finally closing many of the illegal trading loopholes that have driven so much of Wall Street profits over the past decade. The post...

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What We’re Reading This Morning — January 16, 2015

Who is losing from the franc fallout? The post What We’re Reading This Morning — January 16, 2015 appeared first on New Constructs.

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Value Investing Is Not Dead, But It Is Harder

We think today’s market is the best in many years for value investors, the real value investors, that is. The real value investors analyze footnotes and balance sheets in addition to income statements....

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An Unusual Tax Benefit Is Today’s Filing Season Find

For March 7, our forensic accounting needle in a haystack comes from an investment bank with a non-recurring tax benefit. #btn_1_c8c08b41f69b6cfecae4888d25c59fe0 .text...

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These Stocks Remain Undervalued Post 1Q21 Earnings

We’re reiterating three Long Ideas that recently reported calendar 1Q21 earnings: JPMorgan Chase & Company (JPM:$149/share), PepsiCo Inc. (PEP: $146/share), and Omnicom Group, Inc. (OMC:...

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Key Takeaways From Banks’ 2Q21 Earnings: Bloomberg TV

We joined Bloomberg Markets: America on Tuesday, July 13 to discuss: top picks JP Morgan (JPM) and Goldman Sachs’ (GS)huge cash flow give JPM and GS more upside and less downside risk than index funds...

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