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A “Hidden Value” Idea With 149% Potential Upside
This pitch for a beaten up spin-off candidate caught my eye. Here’s what I did next.
Stephen Clapham (Steve) Author Smart Money Method
Jul 3
6
6
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A “Hidden Value” Idea With 149% Potential Upside
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Tech Black Holes & Quality Investing
Two important things you may have missed in June
Stephen Clapham (Steve) Author Smart Money Method
Jun 30
11
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Tech Black Holes & Quality Investing
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The Future of Quality Investing
"The outperformance of this long-short strategy is surprisingly high"
Stephen Clapham (Steve) Author Smart Money Method
Jun 26
4
2
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The Future of Quality Investing
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Twitter's $2.9bn black hole
"We have a number in the accounts that doesn't reflect economic reality"
Stephen Clapham (Steve) Author Smart Money Method
Jun 19
4
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Twitter's $2.9bn black hole
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Decoding the Quality Factor
Compounders have ruled since 2010. Are they worth paying up for?
Stephen Clapham (Steve) Author Smart Money Method
Jun 12
4
2
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Decoding the Quality Factor
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Big Tech's Invisible Threat
And why it could become very visible, very soon...
Stephen Clapham (Steve) Author Smart Money Method
Jun 5
5
1
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Big Tech's Invisible Threat
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What Did You Miss In May?
Biases, Bargains and Red Flags…
Stephen Clapham (Steve) Author Smart Money Method
Jun 1
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What Did You Miss In May?
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A tale of two retailers
The cheapest stock I have seen since the GFC
Stephen Clapham (Steve) Author Smart Money Method
May 29
3
3
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A tale of two retailers
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News, Views and Stocks
Two stock ideas and some thoughts on markets
Stephen Clapham (Steve) Author Smart Money Method
May 22
4
4
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News, Views and Stocks
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A trick when looking at the accounts
This will save you time and money
Stephen Clapham (Steve) Author Smart Money Method
May 15
1
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A trick when looking at the accounts
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Are Investors Kicking Their Own Ass?
This investing bias makes perfect sense, but it could kill your returns for the next decade
Stephen Clapham (Steve) Author Smart Money Method
May 8
1
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Are Investors Kicking Their Own Ass?
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Is Chipotle good for your portfolio?
A special quick take on Cinco de Mayo
Stephen Clapham (Steve) Author Smart Money Method
May 5
3
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Is Chipotle good for your portfolio?
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