The Depth Report – Houghton Mifflin Harcourt (HMHC) – Improving Business Model

Overview: We expect that somewhere around 100% of the people reading this are familiar with Houghton Mifflin Harcourt (ticker: HMHC). The company began publishing educational materials in the 1800’s. Almost everyone who has gone to school in the United States has had a Houghton Mifflin textbook in their hands. The business is simple to understand…....

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Depth Check – HCA Healthcare, Inc. (HCA) 4th Quarter Earnings – Thesis Confirmed

Overview: In August, we recommended HCA Healthcare, Inc. (HCA) stock in a piece titled “Heads I win – Tails I win”. We wrote, “we see a stock that has been hit by Covid-19 concerns, and which is in a good position to have improving fundamental performance regardless of what happens with the virus.” In October, … Read more