Mike Berner
Contributor since: 2017
Articles
ANGI Homeservices Growth Challenged By Competition
How Under Armour Faltered (And Why It Will Come Back)
Digital Ad Growth Will Power Facebook's Returns For Years To Come
Hinge Turns Profitable In Another Boon For Match Group
Cinemark Strong, AMC In Trouble (Part 2)
Conrad Industries: Cyclical Business Trading Below Net Asset Value
Garmin: Debt-Free, Cash-Rich, And Growing Strongly
Nomad Foods: Another Potential Compounding Vehicle From An Investing Legend
Copart And The Pandemic: Why I Will Never Sell My Shares
BellRing Brands: Adding Protein To Your Diet (And Portfolio)
Why Is Ted Weschler Buying Dillard's Stock? A Few Reasons
Spark Has A Tough Hand
The Case For John B. Sanfilippo & Son
Match Group: Pandemic And Recession Proof
Target: Rehabilitated Brand, Technology, And A Low Valuation
3 Tech Compounders On Sale Now
Cinemark Strong, AMC In Trouble
Could A Media Company Buy Hasbro? The Future Of The Iconic Toymaker
Altria Is Extremely Cheap: A Look At The Underlying Issues And Math
The Ollie's Bargain Outlet Selloff Is Overdone
Yeti: Strong And Growing Brand, But Too Much Debt
Beware Of Retail Value Traps
Clarus: Potential Compounding Machine In Outdoor Recreation
An M&A Strategy That Builds Competitive Advantage And Outperforms
The Asset-Light Portfolio That Beats The S&P 500
Buffett and 'Asset-Light' Investing
Match Group: The Case For 20% Earnings CAGR
GameStop Still Not A Value Play
Starbucks Is Fair Value
Restaurant Brands International Is Undervalued
Ollie's Bargain Outlet A Buy Amid Market Decline
Bed Bath & Beyond: No Bottom In Sight
Compounding Machine Turning Point Brands A Buy On Weakness
Facebook Looks Undervalued On Several Metrics
Match Group Is A Buy (Again)
Chipotle One Year Later: Reviewing My Bull Case
Copart's Fall: Big Overreaction, Big Opportunity
Sin Stocks On Sale
Dunkin' Brands: High Price For Growth
Has General Mills Hit Bottom?