Company Specific

Warren Buffett’s Japan Bet, Warren Buffett’s Gold Bet, etc

Warren Buffett is an investor who looks to buy future growth at reasonable valuations today. He prioritizes long-term cashflow generation, management quality, competitive position and return on capital when he buys a stock. He’s got two well-known investment lieutenants helping him make decisions, and they are also empowered with enough autonomy to make decisions of…

The 10 Most Indebted Companies on Earth

Three of the top ten most indebted companies in the world are German automakers. Actually makes sense, they can borrow at close to zero, why not finance operations for free? “With a burden of $192 billion US, the Volkswagen Group is the most heavily indebted enterprise in the world.” According to Kryptoszene, that debt load…

Will Tesla be added to the S&P 500?

Subscribe to The Compound and get it first!  Josh here – I asked my friend Larry McDonald to come on ahead of Tesla’s Q2 earnings report because this could be the quarter that makes the stock’s S&P 500 inclusion inevitable. Tesla’s current market value is approaching $300 billion, which would make it one of the…

“The German Enron”

Almost anytime you hear someone say that such and such is like “Madoff” or “Enron” it’s usually hyperbole, but maybe not this time…