June 30, 20220Comments

Smart Risk/Reward To Navigate the Current Market: Reuters TV

We joined Reuters TV to discuss why Robinhood (HOOD) is a bad stock and might not be around long term and more.

by Kyle Guske II, Senior Investment Analyst, MBA

October 8, 20210Comments

GitLab: Another Overpriced Tech Company

We think this stock could be worth less than $1 billion and that its freemium strategy may never be profitable.

by Alex Sword

October 7, 20200Comments

Don’t Get Snowed In by the Hype for This Recent Tech IPO

Investors with fiduciary responsibilities should pause before following the Oracle of Omaha into this stock now.

by Matt Shuler, Investment Analyst II

January 8, 20200Comments

3 Lagging Long Ideas That We Still Love

We're starting 2020 by looking at the Long Ideas that performed poorly in 2019. Despite their underperformance, we remain bullish on these stocks.

by Sam McBride

March 5, 20180Comments

This David Stands Little Chance Against Industry Goliaths

As the market matures and competition firmly establishes itself, this firm’s lack of resources and highly negative margins create an uphill battle.

by Kyle Guske II, Senior Investment Analyst, MBA

December 4, 20170Comments

No Recipe for Success: Low Margins in a Competitive Industry

This stock’s valuation has not adjusted to reflect new competitive pressures or the rapidly deteriorating fundamentals.

by Kyle Guske II, Senior Investment Analyst, MBA

November 21, 20161Comments

Danger Zone: Acxiom Corp (ACXM)

Unfortunately for this firm, profits are falling, competition is rising, and the stock’s valuation is priced for perfection. These issues land Acxiom in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

October 24, 20161Comments

Danger Zone: PROS Holdings (PRO)

With losses piling up, a weak competitive position, and expectations of tremendous profitability already embedded in the stock price, PROS Holdings is in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

July 19, 20160Comments

Why Companies Overpay For Acquisitions

Overpriced acquisitions are far from a new phenomenon, but they’ve been especially prevalent in recent months. As a result, we’ve gathered some ideas about the various reasons companies ignore the evidence and continue to overpay for acquisitions.

by Sam McBride

April 18, 20160Comments

Danger Zone: Cornerstone OnDemand (CSOD)

Companies with long histories of profit losses often attempt to sell investors on their plans to “reach scale.” But, what happens when a company reaches scale and profits remain elusive? Profitless since going public, Cornerstone OnDemand (CSOD) lands in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

April 11, 20160Comments

Danger Zone: Blackbaud Inc. (BLKB)

Our call on Valeant (VRX) showed how dangerous it is to trust non-GAAP earnings because they cannot be used to cover true cash costs. For these reasons and more, Blackbaud Inc. (BLKB) lands in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

March 14, 20160Comments

Danger Zone: Traditional Corporate Consulting

Those consultants who adopt cutting-edge tools will experience more success than those that remain wedded to older, more manual techniques. It’s time we place Traditional Corporate Consulting in the Danger Zone.

by Kyle Guske II, Senior Investment Analyst, MBA

February 26, 20160Comments

How To Boost Oracle’s Value By $65 Billion Webinar

In case you missed it, or in case you wanted to watch it again, here is our live webinar from this week. David Trainer will discuss how undervalued Oracle is relative to real cash flows and ROIC and more.

by Kyle Guske II, Senior Investment Analyst, MBA

February 18, 20160Comments

Open Letter to Larry Ellison: How To Boost Oracle’s Value By $65 Billion

Thesis: Management can boost the market value of ORCL in the amounts provided by aligning the firm’s strategy and performance compensation with real cash flows or what we call return on invested capital.

by David Trainer, Founder & CEO

February 17, 20160Comments

Stocks To Hold Through A Bear Market

It’s time to look beyond technical price movements, earnings estimates, or analyst opinions. The reconciliation between cash flows and valuations has arrived. The market is beginning to distinguish between those companies that earn a quality ROIC and those that do not.

by Kyle Guske II, Senior Investment Analyst, MBA

February 16, 20163Comments

How Buybacks Destroy Shareholder Value

Corporate America has the resources to deploy a large amount of capital and invest in new technologies and innovations that can drive growth. Instead, they just keep spending more and more money on buybacks.

by Sam McBride

December 14, 20151Comments

Danger Zone: Qlik Technologies (QLIK)

Despite deteriorating margins, lack of competitive advantage, and a sky-high valuation, Qlik Technologies (QLIK: $31/share) is up nearly 33% over the past two years and finds itself in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

October 20, 20150Comments

The Best and Worst of the All Cap Growth Style 4Q15

The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Growth style ranked sixth as well. It gets our Neutral rating

by Thaxston McKee

October 5, 20150Comments

Danger Zone: Marketo (MKTO)

This week we’ve identified another highflying cloud company that exhibits many of the problematic traits we saw in DWRE and SPLK. Revenue growth can only support a stock for so long and this week’s Danger Zone stock, Marketo (MKTO) has plenty of room to fall.

by Kyle Guske II, Senior Investment Analyst, MBA

July 14, 20150Comments

The Best and Worst of the All Cap Value Style

The All Cap Value style ranks fifth out of the twelve fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Max Lee

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