The world is becoming desperate about deflation

The Great Recession may be over, but eight years later we can still see the deep scars and unhealed wounds it left on the global economy. In an attempt to prevent an unpleasant revisit to the Stone Age, global governments have bailed out banks and the private sector. These bailouts and subsequent stimuli swelled global Read more about The world is becoming desperate about deflation[…]

Here’s what You Need to Know about Discovery

Discovery is a media company that owns some of the most popular TV channels – Discovery, TLC, Animal Planet, Oprah Winfrey Network (OWN), ID (crime channel), Eurosport among others. Discovery stock has been scratching multiyear lows because of millennials.  If you are reading this and you are between 19 and 35 years old – it’s Read more about Here’s what You Need to Know about Discovery[…]

Apple vs Coke | Vitaliy Katsenelson Contrarian Edge

Great Stock = Great Company + Great Valuation (Apple vs Coke) Valuation – margin of safety (discount to fair value) – solves a lot of global problems.  Let’s take Apple as an example.   Today Apple is mostly an iPhone company: two-thirds of its profits come from that product.  In 2014 it sold 169 million Read more about Apple vs Coke | Vitaliy Katsenelson Contrarian Edge[…]

Trump Hates Them – We Love Them

A few weeks after Donald Trump was elected president of the United States, he was asked about pharmaceuticals prices. With typical rhetorical gusto, he declared, “Pharmaceutical companies are getting away with murder.” Well, my firm has been increasing our allocation to those “murderers,” and despite Mr. Trump’s comments, we are very comfortable with our positions in the Read more about Trump Hates Them – We Love Them[…]

Why Cognizant Shines Brighter as a Stock Pick

We’ve been eyeing investment opportunities in business process outsourcing for a while; lately, our interest is on the rise because of the industry’s declining stock prices. Cognizant stands out as a shining star. Its revenue has quadrupled since 2008, and the company is growing at a faster pace than very competent competitors such as India’s Read more about Why Cognizant Shines Brighter as a Stock Pick[…]

Little Moments, or How to Give a Great Speech

I was supposed to give a presentation at the GuruFocus conference in Omaha, a day before Berkshire Hathaway annual meeting. I was more nervous than usual. I agreed to give this presentation because I wanted to push myself to explore a brand new topic. I wanted to zero in on the investment process. GuruFocus seemed Read more about Little Moments, or How to Give a Great Speech[…]