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Recent Publications
Home Capital Group
... The unfolding Home Capital saga is both tragic and full of irony. We have owned the stock in the past, but haven’t for some time. Over the past year, Home Capital’s stock is down 84% and the company has lost over $2 billion of market value. Over a billion ...
Scorecard #18 – Cruel, Cruel Irony
... Over the past year, Home Capital’s stock is down (84%) and the company has lost over $2 billion of market value. Over a billion dollars of that decline happened in the past 7 days. The reason? A classic run on the bank. From my prior investment banking experience, I ...
University of Toronto’s Value Investing Conference
... At GreensKeeper we strongly believe in sharing what we’ve learned about investing ...
Scorecard #17 – Avoiding Stupidity
... We were inspired to write about Amazon after reading a recent newspaper article touting the stock. The author acknowledged that the company generates razor-thin profit margins and that the stock trades at a “ridiculously high” price-to-earnings multiple (171x to be exact) ...
Scorecard #16 – Do the Right Thing
… Incentives drive behavior and the senior management of any business is responsible for putting the proper incentives in place and defining a company’s culture by setting the tone at the top ...
Scorecard #15 – Noise
… At GreensKeeper, we firmly believe that the short-to-mid-term direction of the markets cannot be successfully predicted with any consistency. Yes, business cable channels will always find a so-called ‘expert’ that made a recent prediction that was spot on ...
Scorecard #14 – Inamatus Corus
… Media stocks remain under pressure these days. It all started back in the fall of 2015 with the selloff in Walt Disney Company’s stock (NYSE:DIS) due to subscriber declines in its ESPN division. The stocks of other media companies quickly followed suit ...
