Money and Finance
Michael Shearn's Detailed Analysis of Strayer Education (STRA)
Via BeyondProxy:
We believe that it is easier to be patient with an investment holding that declines in price when one intimately understands the investment holding. From that perspective, we want to give you our detailed investment thesis on Strayer so you can better understand why we continue to allocate a large percentage of the portfolio to this investment.
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Related link: The Harkin Report on For-Profit Colleges
And if anyone has gone to Strayer or knows people who have gone there, teach there or work there, send me and email (
[email protected]), as I'd love to get more information from people involved with Strayer. Thanks.
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Links
Henry Blodget reminding people how expensive stocks are (LINK) Meb Faber: Small Cap CAPE Ratios (LINK) Scientists Are Hoarding Data And It’s Ruining Medical Research - by Ben Goldacre [H/T @TimHarford] (LINK) How Google's Inbox Transformed...
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Michael Shearn On Filtering Investment Ideas
I think having the right filters is one of the most important things in the investment process, which is also something I tried to express is THIS post as well. "When filtering through the many investment opportunities the stock market is offering at...
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Filtering Investment Ideas...
"When filtering through the many investment opportunities the stock market is offering at any given time, it is important for you to establish criteria of the types of businesses and management teams you are searching for. These criteria serve as a filter,...
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Halfords Group Plc
Friends, I’m looking for reasons NOT to buy shares of Halfords Group plc (LSE:HFD). Anyone have any? With the stock around 2.40 GBP, the dividend yield just north of 9%, strong free cash flows and a good competitive position, it seems pretty...
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Friends (especially Those In The Uk)….
If anyone is familiar with Superdry or Cult retail stores, I’d love to get your opinion about them. SuperGroup Plc (LSE: SGP) has come up on some of our screens and so we’re trying to get familiar with the brand. Email me at:
[email protected]...
Money and Finance