Expected Returns, Jun 2014
This month we are reminded to focus on growth, profitability and valuation ... and that it's easier (and more fun) with friends. Our investing community is a source of ideas and support for the marathon.
Have Fun Storming The Castle by Mark Robertson Jun 01, 2014
Storm the castle. But we’re pretty well convinced that it’s more fun — with higher probability of success — when you do it with friends and community.
CaesarStone by Mark Robertson Jun 01, 2014
With the renovation and repair industry gaining traction after an extended doldrum, CSTE could be the type of company that benefits from the renaissance.
Hoard vs. Herd by Mark Robertson Jun 01, 2014
Add ADRE, Switch PRSCX to FBSOX
Sweet 16 by Mark Robertson Jun 01, 2014
Returning To Our Favorite Soapy Screen
Tin Cup Model Portfolio by Mark Robertson Jun 01, 2014
Accumulate Urban Outfitters
Drilling Into Milestone Judgments by Ken Kavula Jun 01, 2014
It’s so important to understand that Manifest is incorporating future estimates into its PAR values. This keeps our analysis looking forward – exactly where we want to be headed.