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Growth stocks are harder to value than those with significant
yield, but they can offer some of the best opportunities. This
section is for profitable companies which have a chance outgrowing
the overall economy and thus rising faster than the market.
It should be noted that the reason for there being more public
examples in this section than in Yield is because of the naturally
greater rate of turnover. The majority of my analysis and funds
are generally allocated to high-yield value investments which
offer growth in addition to income.
Updates: |
?3 |
Ebix 4Q20 report and IPO scheduling | 12:30 19-Apr-21 |
?2 |
gas, macro and new pick | 09:25 29-Mar-21 |
+3 |
Ebix 10-K schedule and macro note | 09:19 09-Mar-21 |
-5 |
Ebix auditor resigns | 17:48 24-Feb-21 |
+3 |
Ebix bus automation and Energy Recovery water treatment contracts | 09:25 03-Feb-21 |
?3 |
AMSC 3Q20 schedule, Indian budget, and more | 19:29 01-Feb-21 |
?4 |
Google Fitbit purchase complete, 4Q20 schedule, more | 09:37 14-Jan-21 |
-3 |
ACCC rejects Google concessions for Fitbit and more | 11:37 22-Dec-20 |
+3 |
Ebix and Prudential in India | 10:54 15-Dec-20 |
+2 |
Hygo case dismissed and Ebix accolades | 09:32 10-Dec-20 |
+2 |
Tina vs Eve: thoughts on inequality | 00:46 07-Dec-20 |
?3 |
new summaries and other administrative notes | 09:26 30-Nov-20 |
?2 |
Lumen, Virtu and other news | 19:15 23-Nov-20 |
+3 |
Ebix 3Q20 results | 12:01 09-Nov-20 |
?4 |
Ebix 3Q20 schedule and AMSC orders | 09:33 03-Nov-20 |
?2 |
Orbital, BGC, Vodafone and other news from India | 11:52 25-Sep-20 |
-2 |
Xebec stock incentives and value updates | 09:57 21-Sep-20 |
+2 |
post-pandemic value thoughts | 14:51 02-Sep-20 |
+2 |
Resonant switches to KPMG and new Fitbit watches | 14:14 25-Aug-20 |
?3 |
Fitbit subscriptions and Resonant dilution | 09:45 18-Aug-20 |
+3 |
Ebix 2Q20 results | 14:57 07-Aug-20 |
?2 |
EMAN short squeeze, MACom products and MX OMIBs | 19:31 05-Aug-20 |
-3 |
full E.U. antitrust probe for Google+Fitbit? | 11:20 04-Aug-20 |
?4 |
Ebix 2Q20 schedule plus more Virtu and market thoughts | 10:28 03-Aug-20 |
-2 |
eMagin defense contract, Nokia schedule and more | 11:09 27-Jul-20 |
-2 |
ABB 2Q20 estimates and troubling thoughts | 09:16 20-Jul-20 |
?2 |
BGC 2Q20 schedule and more on India | 08:39 17-Jul-20 |
?2 |
Covanta & Clearway 2Q20 schedules and much more | 08:27 15-Jul-20 |
?3 |
Fitbit and other regulatory notes | 13:11 19-Jun-20 |
?2 |
Nokia, the pandemic and market pricing | 08:51 16-Jun-20 |
+2 |
Clearway near, BGC & Covanta far from the finish line, Fed could move it | 13:23 11-Jun-20 |
?3 |
Fitbit & macro update | 13:05 04-Jun-20 |
?3 |
Ebix, Yatra, Schlumberger and the virus | 09:57 21-May-20 |
?3 |
Ebix 1Q20 results | 13:16 11-May-20 |
?3 |
Ebix 1Q20 schedule and India health notes | 15:51 06-May-20 |
?2 |
Vodafone 4Q20 schedule, OLED & new normal implications | 06:19 04-May-20 |
?4 |
Fitbit & Google 1Q20 schedules | 07:45 27-Apr-20 |
?2 |
market calendar and minor news | 09:42 15-Apr-20 |
?4 |
new Ebix CFO and debt profile | 20:40 08-Apr-20 |
+3 |
ADP, Fitbit Charge, and more | 09:06 02-Apr-20 |
-4 |
Senate deal, rebate rates, India lockdown, Schlumberger cutback | 09:14 25-Mar-20 |
+3 |
OMIBs from the Ebix C-Suite | 15:26 13-Mar-20 |
+3 |
Sanders, Biden and Fitbit | 12:30 11-Mar-20 |
?3 |
Super Tuesday and Fitbit arbitrage calendar | 16:39 03-Mar-20 |
?3 |
Ebix 4Q19 results | 01:28 03-Mar-20 |
?3 |
Fitbit 4Q19 results and more | 16:17 20-Feb-20 |
?4 |
Ebix 4Q19 schedule and reality shifts | 20:04 12-Feb-20 |
?3 |
Fitbit 4Q19 schedule and confirmations | 18:19 11-Feb-20 |
+3 |
EbixCash partners with MoneyGram and much more | 09:39 13-Jan-20 |
-3 |
Fitbit named in broad patent investigation | 15:00 11-Jan-20 |