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The Stingy News Weekly (05/23/2018)
New from StingyInvestor A megastar mega gain "Of the current megastars, Canfor Pulp Products Inc. (CFX) caught my attention owing to its astonishing advance over the past few weeks. Its stock is up 30 per cent since March, when it returned to the megastar team for the second year in a row. The Vancouver-based pulp and paper company is up a whopping 85 per cent since it first became a megastar last year." [$] Stingy Links Replicating in Europe "For context, the 4.5% premium of leveraged small value over small value is similar in magnitude to the 3.8% premium that we observed in our US research from 1965 to 2017. While the premium in the US includes in-sample data that was used to train the ranking algorithm, the observation of a 4.5% premium in Europe is completely out of sample." [Value Investing] Bezos went thermonuclear on Diapers.com "First, in 2009, Amazon sent a senior vice president to have lunch with the founders of the startup behind Diapers.com, called Quidsi. He warned them that Amazon was thinking about getting into the diaper business and suggested they think about selling. As Stone tells it, this was not a friendly suggestion. It was more like the kind of offer you can't refuse." [Management] Meb talks to James Montier "James starts from accounting identities. There are essentially four ways you get paid for owning an equity: a change in valuation, a change in profitability, some growth, and some yield. James fleshes out the details for us, discussing time-horizons of these identities. One of the takeaways is that we're looking at pretty miserable returns for U.S. equities." [audio] [Markets] Pulling the thread with Tren Griffin "Tren Griffin has been writing a weekly blog post that highlights things he has learned from various investors, businesspeople, musicians, comedians, and more. Lately, he has also been tackling individual businesses, and broad topics like scaling, competitive forces, and product market fit." [audio] [Management] Dematerialization "Humans want more and more all the time, which seems like bad news. Aren't we going to use up all the natural resources and pollute the Earth as we keep growing? MIT scientist, Andrew McAfee, advocates that the answer is actually 'no.' Evidence from America shows that, amazingly enough, we are now dematerializing: using fewer resources year after year and treading more lightly on the planet." [video] [World] The Rothery Report (Learn More | Subscribe) The Rothery Report provides research on select deep-value stocks in North America. Discover overlooked and undervalued stocks in quarterly investment reports which provide detailed analysis of Canadian and U.S. stocks. Weekly email news and additional updates keep subscribers informed about new opportunities and developments.
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