A stock provokes different reactions depending on how much it is down. When the stock of a once-lauded company sells off by 30%-40%, some investors see an attractive buying opportunity. But when it draws down 70%+, they no longer see a broken stock; they assume a broken company. Stock price drives narrative and I’m wondering […]
Category Archives: [W] Wayfair
[WISE] Wise plc
Wise and the business of cross-border transfers: part 2
Related post:Wise and the business of cross-border transfers: part 1I concluded part 1 describing how, [...]
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Continue reading →[WISE] Wise plc
Wise and the business of cross-border transfers: part 1
Every year, consumers the world over move ~£2tn across borders, with roughly 2/3s of that [...]
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Continue reading →[AEP.V] Atlas Engineered Products
[AEP.V] Atlas Engineered Products
(taking a break from building products after this. Up next: a 2-parter on Wise)In part [...]
Continue reading →[BLDR] Builders FirstSource
Building materials: part 3a (BLDR, AEP.V)
Related posts:Building materials: part 1Building materials: part 2a (LPX, JHX)Building materials: part 2b (TREX, AZEK)In [...]
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Continue reading →[AZEK] Azek [TREX] Trex
Building materials: part 2b (TREX, AZEK)
Related posts:Building materials: part 1Building materials: part 2a (LPX, JHX)Next month, I’ll conclude this series [...]
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