I’d like to thank Philip Muscatello for having me on Stocks for Beginners, his fantastic podcast focusing on helping new investors understand the markets. We discussed online education, and Phil made sure the discussion was approachable by investors of all experience levels. Phil – thanks for the great conversation! For those of you interested in … Read more
We’d like to thank Jack Farley and the team at RealVision for having us on yesterday’s show to talk about online education. It was an in-depth segment featuring great questions from both Jack and the audience. Link here: https://rvtv.io/2UmHxnw #investing #onlineeducation #realvision #deepknowledgeinvesting $cour $twou #highereducation #innovation
Overview: The biggest question in finance today relates to the Federal Reserve and interest rates. We’ve had years of rates at or around 0%, and unprecedented creation of dollars. Now, with inflation starting to rise, unemployment coming down, and widespread re-opening of the economy, it’s apparent that the Fed will need to raise interest rates … Read more
Overview: A few weeks ago, we recommended purchase of Enova International (ticker: ENVA). While we are positive on the company, we did express some concerns in the initial report: We do note concern regarding 1Q loan growth, entry of lower-priced traditional banks and credit unions into Enova’s market, and a much longer than usual risk … Read more
Overview: In early February, we wrote about Houghton Mifflin Harcourt (HMHC) recommending purchasing the stock due to an improving business model. In that piece, we noted that the company was considering the sale of its Books & Media business, and that proceeds would likely be used to pay down debt. Yesterday, Houghton Mifflin announced the … Read more
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
Overview: When Justice Ruth Bader Ginsburg died in September, there was speculation that a conservative judge Amy Coney Barrett was the leading candidate to be elevated to fill the Supreme Court opening. This would cause concern that a more conservative court would declare the Affordable Care Act (known as the ACA or Obamacare) to be … Read more
