Summary: Predictable industry with minimal prospects for growth. A certain proportion of the population will always want assistance with tax. Cash generative business that should focus primarily on buybacks and dividends. This article was originally...read more
Summary: Transitioning to a SaaS model is a good long-term strategic move for Franklin Covey but not as good as management makes it out to be. Despite SaaS implementation Franklin Covey is still going to be a cyclical business and management’s guidance...read more
Fiat Chrysler Automobiles (NYSE: FCAU): A Low Debt Enterprise With Big Upside Potential And A Bit Of Cyclical Risk
Summary: If achieved, FCAU's 2022 business plan targets will likely not be sustainable over the long term. Investors should not plug in values from FCAU’s business plan to determine intrinsic value. While the potential upside is big there is still a good...read more
Summary: Stock down by over 40% from IPO price. Indefinite timeline for reconstruction of most important production facility. Questionable corporate strategy with recently announced acquisition. This article was originally published on Seeking Alpha on...read more
Summary: Marketing agency and loyalty reward divisions do not deserve a high multiple. Company should be valued by its separate divisions and not as a whole. Card Services cannot grow at double-digit rates forever. This article was originally published...read more
Summary: Insurance float will maintain size and profitability. High probability investments will continue to produce adequate returns. Safe and reliable company with excellent performing assets. This article was originally published on Seeking Alpha on...read more
Summary: Stock price has dropped significantly from its 52-week high. Top holdings Atlas Mara and AFGRI have promising futures. Large upside to book value. This article was originally published on Seeking Alpha on June 21, 2018 and is only available to...read more
Summary: Trinity’s Rail Business seems to be appropriately valued . Spin-Off Entity does not seem overly promising. Spin-Off entity may have some upside but it is better to wait until it starts. This article was originally published on Seeking Alpha on...read more
Summary: 2018 has been a great year for GFN. Share price has departed further from the company’s intrinsic value. Investors should consider taking money off the able. This article was originally published on Seeking Alpha on June 1, 2018 and is only...read more
Summary: A hedge fund like entity. Will benefit significantly from the tailwinds of India's GDP growth. Good opportunity for investors to dip their toe into a fast growing market. This article was originally published on Seeking Alpha on May 20, 2018 and...read more
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My name is Alex Middleton and I am from Calgary, Alberta. I believe investing requires one to carefully study publicly available information in an attempt to develop a thesis based on reason and logic. It also requires one to properly account for the unknown by applying probabilities and margin of safety to their thesis. I hope you enjoy the content!
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