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Falling Knives among Internet-Based Equities

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Image Source: Spencer E Holtaway By Kris Rosemann The firestorm among Internet equities didn’t stop with LinkedIn’s (LNKD) fourth-quarter catastrophe, “Three Blow Ups after the Close February 4.” Twitter (TWTR), Zynga (ZNGA), Zillow (Z, ZG), and Pandora (P) also remain challenged. We’ve never liked Twitter, and we don’t think we ever will, “Twitter’s Valuation Enigma (Feb 2015)”  The company’s investment opportunity-to-news ratio is practically nil, in our view, but that won’t stop investors from talking about it, and we do so, if only to explain why the firm is but a lotto ticket, not likely to pay off. Twitter recently turned free cash flow positive in 2015, but most of the cash flow boost came from non-cash stock-based compensation, a tangible … Read more

The Impact of the US Housing Recovery Cannot Be Underestimated

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Valuentum reveals the far-reaching implications of a strengthening US housing market.

Stock Market Outlook for 2021

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By Valuentum Analysts February 8, 2021 2020 was one for the history books. We covered our thoughts and reflections on the past year in our “2020 Won’t Soon Be Forgotten” article (link here), and now we are looking towards the future. Global health authorities should be able to bring an end to the ongoing coronavirus (‘COVID-19’) pandemic sooner than many had expected as several vaccines have already been improved for emergency use and several others appear increasingly likely to get approved. Global vaccine distribution activities are currently underway, and this should allow the world to slowly return to pre-pandemic activities. Before then, immense stimulus measures launched primarily in developed nations should support global economic activities until the public health crisis … Read more