• Invest In Startups Wisely And Avoid Losing Money On “The Next Big Thing”
    Recently I was out to dinner with a group of friends and one of them said to me: “Hey man I’ve invested in this incredible startup. You should really check it out and consider investing.” This is a line that I have been hearing with increasing frequency over the last year and it is usually followed by some variation of “I’m so excited” or “they are doing something totally awesome”.  As an investor in a tech startup I must admit...
  • Church & Dwight: Do Current Price Levels Make The Company Expensive?
    Church & Dwight (NYSE:CHD) is a mid-cap consumer goods company with leading North American brands. The company started out in 1846 producing sodium bicarbonate and today holds a virtual monopoly on baking soda. Currently, the company has a diverse portfolio of brands which includes Trojan condoms (holds 69% of the condom market), Orajel, Nair, OxiClean, First Response, and VitaFusion. The company also has a specialty division where it supplies industrial cleansing and other derivative products involving sodium bicarbonate.
    Given the consistent and...
  • Accenture And Why Big Is The Next Big Thing
    With the rise of the "new" tech world (Facebook, Twitter, Apple) and the slow resurgence of "old" tech (Microsoft, HP, Oracle) there is one company that has been able to grow organically at high single digits while creating incredible returns on equity for investors over the last 10 years. This company has generally flown under the radar but has a very impressive moat and client base which makes its services almost indispensable in the world of large corporate and government...
  • 10 Non-Finance Books That Can Make You a Better Investor and Maybe Even a Better Person
    Over the course of our investing lifetimes we will be bombarded with huge volumes of material, the majority of which won't be useful or even retained. In fact, despite all the sophisticated material that is available on security analysis, business, economics and finance etc. knowing it is no guarantee of success. Instead, when it comes to being a good investor we believe that the first and most important thing you have to know is yourself. These books may help you do...
  • Dr. Pepper Snapple Group: A Hallmark of Strategic Segmentation
    Here’s a question: How does a company in a flat industry compete against 3 giants more than 10 times its size, while at the same time outperform the competition?
    The answer to this question requires a more detail than what I can fit in this article but the company that I am talking about is none other than the Dr. Pepper Snapple Group (DPS). In the last 4 years, this $13bn company has seen its stock price rise...
  • Nine Questions To Help You Identify A High Quality Business


    Today there are so many different types of businesses out there that you may feel lost when it comes to finding a great one. I often get asked: “Where do I even start in finding a good business to invest in?” Finding the right type of business can certainly be a challenging activity, but luckily, there are certain fundamental characteristics that can help you narrow your search.  These fundamental characteristics belong to high quality businesses that posses “superior economics”...
  • Yours To Discover: How Discover Financial Services Is A Direct Play On The U.S. Recovery
    One of the most fascinating observations of the US economic recovery that has many economists and billionaire investors stumped is the anemic growth of the US housing market. Granted, part of this has to do with the massive supply glut generated pre-2008, but I think there are other forces at play.
    I believe housing is not as strongly related to interest rates as investors might think. Ultimately, housing is more closely related to what I like to call 'personal financial stability.'...
  • Unilever: The Cheap Global Heavyweight Poised For Growth


    If I were to ask you to name me a company trading at +21% ROIC, near 40%ROE with a near 4% dividend yield and immense international exposure, which one would you choose?


    This is a very tough question because there are not many businesses with these benchmarks, but my favorite company that fits this filter is none other than the global heavyweight giant, Unilever (NYSE:UN).


    Unilever is a global consumer goods company that is facing some headwinds from uncertain...

  • Past and Present: How History Can Help You Beat The Market Over The Long Run
    5) Continue to focus on the long-term
    In 2001, the Oracle of Omaha made a fantastic speech to the MBA students of the University of Georgia (seen here ) and one specific example he gave caught my attention. In 1950, Mr. Buffett bought half an interest in a Sinclair Gas station with a friend who was in the Naval Guard. In the early 1950s the station was not doing well and Mr. Buffett eventually lost his entire investment,...
  • Taro Pharmaceuticals: Has Wall Street Overlooked A Pharma Gem?
    At our investment partnership Logos LP, we are in the "business of buying businesses" that are seemingly undervalued or unloved in the global capital markets and there is one company on the NYSE that has tapped our curiosity.
    On July 31st, 2014 this international company experienced an unusual jump in volume. In fact, volume for this issue jumped 50% above normal levels, pushing the stock up nearly 3% that day.
    This company is one of the least...
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