The recent selloff in the SPAC market has created some bargain opportunities. After weeks of waiting on the sidelines, perhaps it’s a good time to put our SPAC strategy to work. Here’s what I’m keeping an eye on: Shares of…
Learn moreThe insider buying numbers are awful right now. Most insiders at U.S. corporations have kept their checkbooks in their pockets and have no interest in increasing their ownership in the companies they run. Sellers, on the other hand, are out…
Learn moreLast week we took a look at some Business Development Companies (BDCs) with close ties to private equity firms. This week, we are narrowing our focus on BDCs that have venture capital type exposure. There’s no debating the fact that…
Learn moreLet’s talk about business development companies today. For the record I love BDC’s. They are banks on steroids with a lot less regulation. A business development company (BDC) is a public company that invests in entities that are too small…
Learn morePeople ask me (Garrett Baldwin) all the time why I don’t invest in Tesla for the long term. A few reasons… They’re pretty obvious, even if you’ve taken down a bottle of McCallan on a Tuesday morning. It’s trading as…
Learn moreAs the SPAC explosion continues around us, I feel like something of a frustrated Prophet.
Learn moreIt’s been one week since we hit the official deadline for 13Fs this month, giving me just enough time to make my rounds, read through each filing, and dive a little deeper into those that piqued my interest. With all…
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