I started this blog to track my portfolio, write down my thoughts on various companies, and formalize my investing process. Here, I write my thoughts about each of the seven positions I hold going into 2021. The Investments Facebook Facebook is the most undervalued large-cap tech company with the brightest future. Anti-Trust Speaking as someone … Continue reading 2020 in Review
Credit Acceptance Corporation (NASDAQ: CACC)
Credit Acceptance Corporation is an auto subprime lending company. I have followed this company for a while, and I initially disliked it. However, I've realized it has been a misunderstood business that has performed well and will likely continue to do so. On August 31, 2020, the Massachusetts AG announced a lawsuit seeking $120 million … Continue reading Credit Acceptance Corporation (NASDAQ: CACC)
Cardlytics (NASDAQ: CDLX)
Rarely does a business come along that adds value, is inoffensive to all stakeholders, and has a reasonable valuation. Cardlytics provides that and more, making it my largest position both in the portfolio I share on this blog as well as my other investment accounts and those of my family. Overview: Cardlytics is a purchase … Continue reading Cardlytics (NASDAQ: CDLX)
Nexstar Media Group (NASDAQ: NXST)
Broadcasting is a boring business. But, given the right assets and management, it can be immensely profitable. I think Nexstar Media Group is a quality business poised to generate significant returns going forward. Although I am not buying in size at the current $79 price, I will be looking to buy under $70. Overview Nexstar … Continue reading Nexstar Media Group (NASDAQ: NXST)
DXC Technology (NYSE: DXC)
Company Overview DXC Technology is a B2B IT services company that provides information technology solutions. It provides enterprise-level services through a mix of fast growing, stagnant, and declining verticals. Its main competitors are Accenture, Cognizant Group, Infosys, and CGI Inc. On March 9th, DXC entered into a purchase agreement to sell its Health and Human … Continue reading DXC Technology (NYSE: DXC)
Hanesbrands Inc. (NYSE: HBI)
Company Overview Hanesbrands produces innerwear and activewear for sale in the United States and international markets. Its innerwear line consists primarily of the original Hanes brand. The activewear line is led by the Champion brand. Currently, the sales breakdown is relatively even. Over the past several years, domestic innerwear sales have decreased slightly and have … Continue reading Hanesbrands Inc. (NYSE: HBI)
