Nordroden/iStock via Getty Images Investment Thesis A commodity supercycle has begun due to increased demand for metals, tight supply dynamics, and record inflation, all of which are acting as tailwinds to rising prices. Companies whose […]
HATICE GOCMEN/iStock via Getty Images Recent developments and ELVT overview Since I first wrote about Elevate Credit (NYSE:ELVT) in November 2021, many things happened. First, the company announced two major settlements at the beginning of […]
BeeBright/iStock via Getty Images The investment thesis I published an analysis on Apple (NASDAQ:AAPL) and Berkshire Hathaway (BRK.A) (BRK.B) on Dec 16, 2021, entitled “How To Own Apple At 12x PE Through Berkshire Hathaway”. The […]
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