by Uncommon Sense Investor | Sep 15, 2023 | Big Picture, Blogs, Feature, Financial Planning, Investing, Stocks, Top Ideas, Videos
It’s time to check in with Chris Mayer, Co-Founder and Portfolio Manager at Woodlock House Family Capital, and the author of 100 Baggers: Stocks That Return 100-to-1 and How to Find Them. Long-time subscribers of Uncommon Sense Investor will remember we...
by Uncommon Sense Investor | Sep 9, 2023 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Feature, Investing, Stocks, Technology, United States
by Morgan Stanley Research The U.S. Department of Justice (DoJ) vs. Google trial will begin on September 12 and the key focus for investors is whether we’ll see changes to Google’s Search contracts. We quantify the risk to Google (GOOGL) and Apple (AAPL)...
by Mark Bunting | Sep 9, 2023 | Big Picture, Blogs, Canada, E-Commerce, Investing, Stocks, Top Ideas, United States
This company is the “best idea in retail, hands down” over a six-month, one-year, three-year, and five-year time duration. “No company has more torque in their model.” And the Chairman and CEO, who is “very macro aware and...
by Uncommon Sense Investor | Aug 25, 2023 | Big Picture, Blogs, Canada, Financial Planning, Investing, Stocks, United States
The Federal Reserve Bank of Atlanta is closely followed for its GDPNow forecasts. The Atlanta Fed explains its work this way: The GDPNow model forecasts GDP growth by aggregating 13 subcomponents that make up GDP with the chain-weighting methodology used by the US...
by Mark Bunting | Jun 30, 2023 | Big Picture, Blogs, Canada, Interviews, Investing, Investments, Media, Stocks, Top Ideas, United States
When we interviewed Dr. Ed Yardeni in late October of 2022, he told us he believed there were “tremendous opportunities” in the stock market despite what he called a “rolling recession” in the U.S. Now, the President of Yardeni Research...
by Uncommon Sense Investor | May 26, 2023 | Big Picture, Blogs, Canada, Financial Planning, Investing, Stocks, United States
Germany this week technically fell into recession with two consecutive quarters of GDP contraction. It’s been the consensus for a long while that the U.S. will eventually do the same. After all, most of the economic data, with the exception of resilient...
