The Risks of the US For-Profit College Industry: Illustrated With A Post-Mortem of Corinthian College

Oct 10 • 

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September 2025

Deceptively cheap earnings don't compensate for mediocre holding company assets and significant hidden liabilities at the Contran Group.

PE's of 4-5 are misleading and dangerous.

Sep 19 • 

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Why do most money managers fail to beat the index?

If one wants to outperform, one should invert.

Sep 18 • 

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August 2025

Interesting stocks in the chemicals and materials sectors right now.

Here I cover a few gems in a beaten down sector. In this article I review 11 names: KRO, CC, TROX, DOW, LYB, HUN, OLN, WLK, MAGN, SLVM, MERC.

Aug 24 • 

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July 2025

Industry Overview: Titanium Oxide (TiO2) in 2025

This analysis will help you better understand the competitive position of key TiO2 producers globally (KRO, TROX, CC, LB Group)

Jul 17 • 

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Buy a Land Bank for 30% of its Fair Value. PE of 6. Historic Growth of 30%. With a long runway for growth at 15%.

And backtesting John Neff along the way.

Jul 11 • 

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June 2025

A warrant-arbitrage that yields a 168.6% annualized return.

If you have a small account, time and luck that is.

Jun 23 • 

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A stock selling at 53% of net asset value, liquidating.

(or how I learned to stop worrying and love the wait)

Jun 12 • 

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Book Review: John Neff on Investing

Investing for over 30 years with a low p/e +growth approach, John Neff consistently beat the market index. Here's how he did it.

Jun 1 • 

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May 2025

5 Money Managers that "Beat the Market"

Only 10% of money managers can beat the S&P 500. The ones that have are in a league of their own and offer important lessons for all investors.

May 26 • 

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On Alico's Land Development and the Florida Panther

Concerns over Florida Panther conservation and the impact on Alico's land development plans are likely overblown.

May 14 • 

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A nanocap with a 30% Return on Capital, 37% FCF/EV yield, and 100% shareholder yield on earnings.

Oh the deals you will find in nanocap land.

May 12 • 

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