Courage & Conviction Investing
Contributor since: 2014
Reed's: An Interesting High Flier
Advanced Emissions Solutions: Undervalued And Under The Radar
Scholastic Corp.: An Overlooked Re-Opening Play
VOXX International's Glide Path To $30
Pitney Bowes: Get Ready For An E-Commerce Inflection Point
Express: Speculation Gone Wild
Nautilus: A 2021 Battleground Stock
2020 Portfolio Year In Review: (+93% Total Return)
Simon Property Group: The Fly In The Ointment
Lee Enterprises: Like A Mispriced Long-Dated Call Option, Thanks To Sir Warren
Macy's: Insurmountable Near-Term Challenges
Pacific Ethanol: Modeling FY 2021 EBITDA
Escalade: An Overlooked Gem
Pitney Bowes And The Case Of The Mysterious 28% Spontaneous Sell-Off
Fastly: The Canary In The Coal Mine
Vera Bradley Is A Buy At $7
Kopin Corporation: A Speculative Buy At $1.30
Nikola: The Bears Think They Are Smarter Than Jeff Ubben
Tupperware Brands: Priced For Perfection, Low Quality Earnings
Francesca's: Buy The Dip
Dave & Buster's: Steve Cohen Takes Advantage Of The WSJ-Induced 26% Sell-Off
Armstrong Flooring's Hidden Asset Hiding In Plain Sight
Nikola And GM Vs. The Shorts: The Ultimate Game Of Liar's Poker
Kirkland's: Get Ready For Another Leg Up
CarParts.Com Looks Like A Good Short At $12
Pacific Ethanol: Explaining My $9 Price Target
Pacific Ethanol: A Major Producer Of High-Quality Alcohol (Think Sanitizers And Disinfectants)
Pitney Bowes: Arguably The Best Way To Play E-Commerce
Neo Performance Materials: Swept Into The Dustbin Of History, A Great Way To Play EV Growth
TripAdvisor: A Good Bet If There Isn't A Second Wave
2020 First Half Portfolio Review (+19.4% Vs. -13.6% Russell 2K)
Exclusive: My Conversation With Kirkland's CEO Steve 'Woody' Woodward