Malcom Gladwell is back with his second season of Revisionist History. The first episode is A Good Walk Spoiled In the middle of Los Angeles — a city with some of the most expensive real estate in the world — there are a half a dozen exclusive golf courses, massive expanses dedicated to the pleasure [...]
On Tuesday Ron Baron appeared on CNBC and made some bold Tesla (TSLA) predictions. To summarize, Ron Baron believes in 2.5 years Tesla will achieve the following. By 2020, Tesla's share price will be $1,000 By 2020, Tesla will have $70 billion in revenue By 2020, Tesla will sell 1 million cars per year By [...]
Energizer Holdings (ENR) is a well-known consumer brand. The company recently underwent a corporate restructuring, a spin-off. Energizer Holdings current dividend yield is 2% with a payout ratio at 50%. Finally, Energizer recently increased its quarterly dividend by 10%. Energizer is what we classify as a new dividend payer and given its recent history, it [...]
The U.S. retail apocalypse now in infographic form. From the Visual Capitalist.
If you want to bet on anything there is a market ready to take your bet. Like if you want to bet on whether President Trump will complete his first full term as President or not. After President Trump fired FBI Director James Comey the probability for President Trump not finishing his first term jumped [...]
This is a great twitter thread on how Amazon is disrupting consumer brands and which items are most likely to be disrupted. https://twitter.com/alexrubalcava/status/870433048847765504?refsrc=email&s=11 And as a follow-up, the presentation from the 2017 Ira Sohn Conference on why Energizer Holdings (ENR) is a short. (Ira Sohn) The Invest Like the Best Episode with Royce Yudkoff and [...]
The potential spillover effect from President Trump's travel ban that we mentioned as a risk to our investment in Hilton is starting to show up in the data. The US tourism business is in trouble — and President Trump may be to blame. America's share of international tourism has dropped 16% in March, compared to [...]
Morgan Stanley released a report highlighting Apple's iPhone leading loyalty and retention rates versus Samsung. iPhone has a 92% loyalty rate in the U.S. according to Morgan Stanley. Samsung loyalty stood at 77%, LG at 59%, and Motorola at 56%. pic.twitter.com/vlPkumW1fa — Neil Cybart (@neilcybart) May 23, 2017