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Latest
Valuentum Commentary
Oct 24, 2016
AT&T Targeting Disruption in Transformational Merger
Telecom giant AT&T has agreed to acquire Time Warner in a deal that could transform the US-media landscape. Oct 18, 2016
This Just In: Netflix’s Stock Is Volatile!
Netflix is doing a lot of things right, but not enough to justify current price levels. Oct 16, 2016
I’m Proud of You
Image Source: Jim Makos. Seriously, you have to understand how amazing this is… Oct 13, 2016
Retail Weakness: Blame the Election?
Image Source: DonkeyHotey. Retailers and restaurants have found a new whipping boy for their struggles: the uncertainty surrounding the election. Oct 6, 2016
The “Uninvestable” Twitter and Netflix Buoyed By Takeout Chatter
Twitter and Netflix have found themselves making headlines lately as a result of takeover rumors. We think both firms are “uninvestable,” mostly due to the wide range of fair value outcomes associated with their respective business models. Sep 1, 2016
Apple Handed Huge Tax Bill; We're Not Worried
The European Union has concluded that Ireland gave illegal tax benefits to Apple worth up to €13 billion ($14.5 billion). Aug 26, 2016
Alert: Adding General Motors; Talking Amazon
Image Source: Michael Kumm. General Motors may be one of the best deals on the market today, and we’ll be adding it to the portfolio of the Best Ideas Newsletter. Let’s also talk Amazon, and why shares of the giant are “uninvestable” from our perspective. Aug 25, 2016
Amazon Is Uninvestable
Image Source: Claudio Toledo. But why? Jul 19, 2016
Netflix: The Painful Slowdown Begins
The air is coming out of the Netflix “bubble,” and there’s still billions and billions of market capitalization yet to erode. May 31, 2016
Apple’s iPhone Update Cycle and the Netflix Rumor
Image Source: Amazon, Netflix. Is Apple running out of ideas or is there more at work? Reports indicate that Apple plans to slow the update cycle of the iPhone, but while such news may frighten product-driven investors, it may counter-intuitively help the market re-focus on assessing Apple’s intrinsic value as opposed to encouraging product-driven trading. Of course we’d like to see Apple continue on its breakneck innovation curve, but we’re not disappointed in the expected lull either, nor are we taken aback by Apple’s rumored interest in Netflix, a scenario we find considerably far-fetched. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
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