News & Insights
Filter By:
All Posts By Samantha McLemore Bill Miller's Historical Letters +More
Investor Insights Weekly Performance ReviewAuthors
Featured Insights
News
11/05/24
Legendary Lessons: A Discussion with a Renowned Investor and His Successor
Watch Samantha McLemore, Bill Miller, and Marvin McIntyre participate in a panel discussion during the 2024 Forbes Shook Top Advisor Summit in Las Vegas.
Quarterly Commentary
Samantha McLemore | 10/09/24
What Every Portfolio Needs: Underperformers
Samantha McLemore Discusses the Third Quarter of 2024
All Insights
All Insights
News
11/05/24
Legendary Lessons: A Discussion with a Renowned Investor and His Successor
Watch Samantha McLemore, Bill Miller, and Marvin McIntyre participate in a panel discussion during the 2024 Forbes Shook Top Advisor Summit in Las Vegas.
News
10/23/24
SHOOK Top Takeaways
Our team attended the Forbes | SHOOK Top Advisor Summit last week. Over two days, we heard from leading investors, economists, financial advisors and industry executives who shared many invaluable insights and perspectives.
Quarterly Commentary
Samantha McLemore | 10/09/24
What Every Portfolio Needs: Underperformers
Samantha McLemore Discusses the Third Quarter of 2024
Quarterly Investment Review
Christina Siegel Malbon | 10/08/24
3Q24 Quarterly Investment Review
Christina Malbon, CFA, Reviews the Strategy for 3Q24
Market Highlights
Christina Siegel Malbon | 10/01/24
Market Highlights 3Q 2024
Christina Malbon, CFA, Discusses the Market Highlights of the Third Quarter
News
09/08/24
Barron's Interview with Samantha McLemore
Samantha McLemore Featured in Barron's
Investor Insights
Tyler Grason | 09/04/24
What Goes Up Must Come Down
What Goes Up Must Come Down
Investor Insights
Tyler Grason | 08/02/24
Markets Have Fear, the Sahm Rule is Here
Markets Have Fear, the Sahm Rule is Here
News
07/19/24
Samantha McLemore on CNBC's 'The Exchange'
Watch Samantha McLemore on CNBC's 'The Exchange'
Quarterly Commentary
Samantha McLemore | 07/11/24
“It was the best of times, it was the worst of times…”
Samantha McLemore discusses the second quarter of 2024, and her views moving forward.
Quarterly Investment Review
Christina Siegel Malbon | 07/10/24
2Q24 Quarterly Investment Review
Christina Malbon, CFA reviews the strategy and changes in the second quarter of 2024.
Market Highlights
Christina Siegel Malbon | 07/03/24
Market Highlights 2Q 2024
Christina Malbon, CFA Discusses the market highlights of the second quarter of 2024
News
Christina Siegel Malbon | 05/23/24
Christina Malbon on “Engaging Alternatives Spotlight
Christina Malbon joined Elana Margulies-Snyderman, on the “Engaging Alternatives Spotlight” podcast to share her outlook for value investing, its opportunities and challenges.
Quarterly Commentary
Samantha McLemore | 04/11/24
A Differentiated View on Diversification
Samantha McLemore discusses the first quarter of 2024, and her views moving forward.
Investor Insights
04/10/24
We wanted to share a letter from Dr. George Athanassakos
Quarterly Investment Review
Christina Siegel Malbon | 04/10/24
1Q24 Quarterly Investment Review
Christina Malbon, CFA reviews the strategy and changes in the first quarter of 2024.
Investor Insights
Samantha McLemore | 04/05/24
Short Take: Mag 7 Expectations More Substance Than Hype
these are some of the best businesses ever created. Market expectations seem reasonable in aggregate.
Market Highlights
Christina Siegel Malbon | 04/03/24
Market Highlights 1Q 2024
Christina Malbon, CFA Discusses the market highlights of the first quarter of 2024
News
03/13/24
Samantha McLemore on 'The Pomp Podcast"
Samantha McLemore went on ‘The Pomp Podcast’ and shared valuable insights into investing, emphasizing the importance of understanding business fundamentals and market dynamics.
News
03/11/24
Christina Malbon's CNBC Debut
Watch Christina Malbon's CNBC Debut
Investor Insights
Samantha McLemore | 03/01/24
The Power of Patience: Evidence Suggests Continued Market Gains
Good news from our friends at Birinyi Research.
Investor Insights
Christina Siegel Malbon | 02/06/24
Is now the time for Small-Cap Outperformance?
Given small-caps’ significant recent underperformance, many are enthusiastic about their potential to outperform in the future. Is this an easy mean reversion call? Not so fast.
Quarterly Commentary
Samantha McLemore | 01/17/24
"The big money is not in the buying and selling, but in the waiting.” - Charlie Munger
Samantha McLemore discusses the current environment and how we are responding. We also reflect on 2023: what we’ve done well and where we made mistakes
Quarterly Investment Review
Christina Siegel Malbon | 01/17/24
4Q23 Opportunity Equity Quarterly Review
Christina Malbon, CFA reviews the strategy and changes in the final quarter of 2023.
Investor Insights
Samantha McLemore | 01/09/24
A Generational Buying Opportunity in Classic Value
We believe low multiple stocks (“classic value”) offer a generational buying opportunity.
Market Highlights
Christina Siegel Malbon | 01/02/24
Market Highlights 4Q 2023
Christina Siegel Malbon, CFA, Assistant Portfolio Manager, summarizes the drivers of the market’s positive return for the final quarter of 2023.
News
12/14/23
Samantha McLemore on CNBC's Closing Bell: Overtime
Samantha McLemore joined Closing Bell: Overtime to discuss the current market enviornment.
Time, Not Timing Stories
12/14/23
Geoffrey Holt Amassed a Fortune Through Consistent, Patient Investing
We love stories about people who amass fortunes through the simple principles of living below their means and long term investing that enables the magic of compounding.
Investor Insights
Christina Siegel Malbon, Samantha McLemore | 10/31/23
Trailing Returns Signal Buying Opportunity
“Buy low, sell high” may sound easy, but implementing that strategy is anything but natural. The recent sell-off has triggered a buy signal that’s historically worked very well.
Quarterly Commentary
Samantha McLemore | 10/11/23
On Expectations: Low, Low, Low, Low, Low, Low, Low, Low
Opportunity Equity 3Q23 Commentary
Quarterly Investment Review
Christina Siegel Malbon | 10/11/23
3Q23 Opportunity Equity Quarterly Review
Christina Malbon, CFA reviews the strategy and changes in the third quarter of 2023.
What We are Reading
10/10/23
Reading List - Fall 2023
Check out what the Patient Capital team has been reading
Market Highlights
Christina Siegel Malbon | 10/05/23
Market Highlights 3Q 2023
Christina Malbon, CFA Discusses the market highlights of the third quarter of 2023.
News
09/29/23
Samantha McLemore Debuts on CNBC
Watch Samantha McLemore's TV Debut on CNBC's The Exchange with Kelly Evans
Investor Insights
Tyler Grason | 08/18/23
Are Copper Stocks Attractive?
We recently did some work on copper stocks to determine whether we believe an investment opportunity exists.
Quarterly Investment Review
Christina Siegel Malbon | 07/21/23
2Q23 Opportunity Equity Quarterly Review
Christina Malbon, CFA reviews the strategy and changes in the second quarter of 2023.
Investor Insights
Christina Siegel Malbon | 07/18/23
Could Much Higher Valuations be Justified?
We wanted to share a noteworthy piece of research discussing a scenario warranting much higher asset valuations.
Quarterly Commentary
Samantha McLemore | 07/14/23
On Growth and Change
Samantha McLemore discusses the second quarter of 2023, and her views moving forward.
Investor Insights
Samantha McLemore | 07/06/23
Good News! History Suggests Continued Market Gains
Samantha McLemore discusses historic forward returns after a bear market, and how there could be reason for optimism.
Market Highlights
Christina Siegel Malbon | 07/05/23
Market Highlights 2Q 2023
Christina Malbon, CFA Discusses the market highlights of the second quarter of 2023.
News
05/31/23
Patient Capital Finalizes Bill Miller’s Succession Planning Deal
Patient Capital Management, LLC (“Patient Capital”) announced it has completed the acquisition of the Opportunity Equity business from Miller Value Partners (“Miller Value”) as part of legendary investor Bill Miller’s previously announced succession plans.
Quarterly Investment Review
Christina Siegel Malbon | 04/20/23
1Q23 Opportunity Equity Quarterly Review
Christina Malbon, CFA reviews the strategy and changes in the first quarter of 2023.
Quarterly Commentary
Samantha McLemore | 04/18/23
Forget Market Forecasts. Trust A Strong Investment Process.
We ended another surprise-filled quarter, which really should be no surprise at all. The future is unpredictable.
Market Highlights
Christina Siegel Malbon | 04/10/23
Market Highlights 1Q 2023
Equities and bonds are off to a good start in 2023. Christy Siegel, CFA summarizes the market’s return drivers in Q1 2023 and the impact as a whole on the year
Investor Insights
Samantha McLemore | 03/22/23
The S&P 500 Remains Far Below Its Highs. Historically That Is a Buy Signal
While the S&P 500 remains below its highs, this might be presenting a good buying opportunity. Samantha McLemore discusses how historically the data suggests buying now might be a good strategy in the long term.
Investor Insights
Christina Siegel Malbon | 01/30/23
Bearish or Bullish, That is the Question
Siegel and McLemore on today’s market and reasons to be more bullish in the new year.
Quarterly Investment Review
Christina Siegel Malbon | 01/27/23
4Q22 Opportunity Equity Quarterly Investment Review
Christina Siegel, CFA Research Analyst reviews the fourth quarter of 2022.
Quarterly Commentary
Samantha McLemore | 01/13/23
“Every new beginning comes from some other beginning’s end.”
Samantha McLemore, portfolio manager of the Opportunity Equity strategy, on today’s market and positioning for a long term portfolio.
Market Highlights
Christina Siegel Malbon | 01/10/23
Market Highlights 4Q 2022
With both major stock and bond indexes ending in the year in red. Christy Siegel, CFA summarizes the market’s return drivers in Q4 2022 and the impact as a whole on the year.
Quarterly Investment Review
Christina Siegel Malbon | 10/21/22
3Q22 Opportunity Equity Quarterly Investment Review
Christina Siegel, CFA Research Analyst reviews the third quarter of 2022.
Quarterly Commentary
Samantha McLemore | 10/18/22
Opportunity Equity 3Q2022 Commentary
Samantha McLemore, portfolio manager of the Opportunity Equity Strategy, on today’s market and positioning for a long term portfolio.
Market Highlights
Christina Siegel Malbon | 10/07/22
Market Highlights 3Q 2022
With both major stock and bond indexes ending in the red, the markets continue to struggle through Q3 2022. Christy Siegel, CFA summarizes the market’s return drivers.
Investor Insights
Tyler Grason | 09/29/22
Back to the 1970s? Reflections & Takeaways for Positioning in Today's Market
Tyler Grason reflects on market worries on inflation and provides positions for today’s market.
Quarterly Investment Review
Christina Siegel Malbon | 07/19/22
2Q22 Opportunity Equity Quarterly Investment Review
Christina Siegel, CFA Research Analyst reviews the second quarter of 2022.
Quarterly Commentary
Samantha McLemore | 07/15/22
Extreme Times: A Once in a Decade Opportunity?
After the S&P 500 posted its worst first half loss in over 50 years, Samantha McLemore discusses the extremes we have seen in the market in her 2Q letter. She discusses historical analogs for this period and explains how she believes the portfolio is positioned for significant upside potential if we're patient.
Market Highlights
Christina Siegel Malbon | 07/08/22
Market Highlights 2Q 2022
The markets still struggled in the second quarter with both major stock and bond indexes ending in the red. Christy Siegel, CFA summarizes the market’s return drivers.
Investor Insights
Samantha McLemore | 07/01/22
Plea(sing) For the Long Term
McLemore discusses potential of long term rewards from market lows.
News
Bill Miller | 06/27/22
Bill Miller’s Interview with Richer, Wiser, Happier Podcast Host William Green
Bill Miller’s Interview with Richer, Wiser, Happier Podcast Host William Green
Quarterly Investment Review
Christina Siegel Malbon | 04/29/22
1Q22 Opportunity Equity Quarterly Investment Review
Christina Siegel, CFA Research Analyst reviews the first quarter of 2022.
Quarterly Commentary
Samantha McLemore | 04/29/22
Exploiting Volatility to Outmaneuver the Market
Opportunity Equity 1Q22 Letter: Samantha McLemore on the buying opportunities in today’s market and portfolio positioning for a long cycle market shift.
Market Highlights
Christina Siegel Malbon | 04/07/22
Market Highlights 1Q 2022
The market struggled in the first quarter with both major stock and bond indexes ending in the red. Christy Siegel, CFA summarizes the market’s return drivers.
Bill Miller's Historical Letters
Bill Miller | 03/22/22
Bill Miller’s Market Perspective: March 2022
Bill Miller on today's market conditions, answering the question where are today's value opportunities?
Quarterly Commentary
Samantha McLemore | 01/21/22
Has the Great Growth Bull Taken Its Last Gasp?
Opportunity Equity 4Q 2021 Letter: The Market’s patience with perennial money losers seems to have run out. Samantha McLemore discusses macro factors and investor sentiment going into the new year.
Market Highlights
Christina Siegel Malbon | 01/10/22
Market Highlights 4Q 2021
2021 ended on a strong note for all major indices despite ending on rising COVID uncertainty.
Quarterly Commentary
Samantha McLemore | 10/26/21
Optimizing for Long-term Return Potential
Opportunity Equity 1Q 2021 Letter: Despite the strong market this quarter, there were key lessons to be learned.
Bill Miller's Historical Letters
Bill Miller | 10/18/21
Bill Miller 3Q 2021 Market Letter
We believe time, not timing, is key to building wealth in the stock market.
Market Highlights
Christina Siegel Malbon | 10/13/21
Market Highlights 3Q 2021
Macro concerns around the delta variant and China weighed on the market this quarter, producing mixed results.
News
09/30/21
The Wisdom and Experience of Investing Greats
Bill Miller and William Green on the wisdom of great investors. Includes a reading list.
Quarterly Commentary
Samantha McLemore | 08/03/21
Fundamentals v Expectations
Opportunity Equity 2Q 2021 Letter
Market Highlights
Christina Siegel Malbon | 07/13/21
Market Highlights 2Q 2021
Christina Siegel, CFA covers the market highlights from 2Q 2021.
Bill Miller's Historical Letters
Bill Miller | 07/09/21
Bill Miller 2Q 2021 Market Letter
Bill Miller reminds us that while forecasting an unknowable future is a fruitless task, understanding the present conditions offers valuable insights.
Quarterly Commentary
Samantha McLemore | 04/27/21
Learn to Earn!
Opportunity Equity 1Q 2021 Letter: Despite the strong market this quarter, there were key lessons to be learned.
Market Highlights
Christina Siegel Malbon | 04/15/21
Market Highlights 1Q 2021
The markets moved higher in the 1st quarter of 2021 while the world entered the race to vaccinate.
Bill Miller's Historical Letters
Bill Miller | 04/14/21
Bill Miller 1Q 2021 Market Letter
Bill Miller uses Sir John Templeton’s helpful framing to understand current investor sentiment.
Quarterly Commentary
Samantha McLemore | 01/22/21
Ain’t No Valuation High Enough to Keep the Market from Lovin’ Growth Stocks!
Opportunity Equity 4Q 2020: Samantha McLemore explains the value opportunity she sees going into the new year in her latest letter.
Market Highlights
Christina Siegel Malbon | 01/13/21
Market Highlights 4Q 2020
Christina Siegel, CFA wraps up market return drivers for 4Q 2020 and the year.
Bill Miller's Historical Letters
Bill Miller | 01/05/21
Bill Miller 4Q 2020 Market Letter
2020 (finally) came to a close and as we look to 2021, we take the approach to understand the current conditions to see the opportunities.
Quarterly Commentary
Samantha McLemore | 10/30/20
Long Term + Value = Winning Potential
Opportunity Equity 3Q 2020 Letter
Bill Miller's Historical Letters
Bill Miller | 10/14/20
Bill Miller 3Q 2020 Market Letter
Bill Miller looks at The Fed’s past and present actions to understand the dynamics between the stock and bond market.
Market Highlights
Christina Siegel Malbon | 10/12/20
Market Highlights 3Q 2020
The markets continued to rise in the COVID-strained environment, while the geo-political scene heated up battles over TikToK and the upcoming US election.
Quarterly Commentary
Samantha McLemore | 07/22/20
Extreme Times Call for Nothing Extreme at All
Opportunity Equity 2Q 2020: Exercising discipline during extreme market swings is the best path towards long-term returns. Samantha McLemore explains.
Bill Miller's Historical Letters
Bill Miller | 07/10/20
Bill Miller 2Q 2020 Market Letter
The market’s behavior since the March 23rd bottom to the July 2nd level has confounded most observers, from the novice investor to the most experienced and savvy.
Market Highlights
Christina Siegel Malbon | 07/09/20
Market Highlights 2Q 2020
While stocks and bonds ended on high notes for 2Q of 2020, the world battled for a path forward in this pandemic-plagued period.
Quarterly Commentary
Samantha McLemore | 04/27/20
Be Greedy When Others Are Fearful
The first quarter of 2020 brought disastrous news of a global pandemic causing stocks, including ours, to suffer immensely. Through the market’s peak on February 19th, things looked okay.
Bill Miller's Historical Letters
Bill Miller | 04/20/20
Bill Miller 1Q 2020 Market Letter
There have been 4 great stock market buying opportunities in my lifetime. The coronavirus has given us the 5th. Here's Bill Miller's latest market perspective.
Market Highlights
Christina Siegel Malbon | 04/09/20
Market Highlights 1Q 2020
An overview of the markets’ movement in the tumultuous and unprecedented 1st quarter of 2020.
News
Samantha McLemore | 03/20/20
Know Your Names, Stay the Course
Samantha McLemore goes back to basics in times turmoil, looking to Ben Graham for insights and staying close to the names in the portfolios.
Bill Miller's Historical Letters
Bill Miller | 03/16/20
How Markets as Complex Adaptive Systems Process COVID-19
Bill Miller reminds us that markets are complex adaptive systems that are constantly processing real-time information.
Bill Miller's Historical Letters
Bill Miller | 03/02/20
Market Uncertainty over Coronavirus
A perspective on the rising concerns over coronavirus and the market turmoil over the past week.
Quarterly Commentary
Samantha McLemore | 01/19/20
The Perils of Rearview Mirror Investing
Opportunity Equity 4Q 2019: It's easy to get caught up in the short-term narrative, but that's rarely the best approach for long-term gains.
Market Highlights
Christina Siegel Malbon | 01/14/20
Market Highlights 4Q 2019
Stocks had a strong 4Q and ended the year on a high note. Christina Siegel recaps the market driver highlights from the quarter and the year.
Bill Miller's Historical Letters
Bill Miller | 01/13/20
Bill Miller 4Q 2019 Market Letter
What’s the reality of the risk in the market versus the general sentiment and how can we think about that differential going forward? Bill Miller's market perspective.
Investor Insights
Samantha McLemore | 11/25/19
How Sensible Capital Allocation Helps Drive A Stock Higher
Contrasting FB and AAPL to see how sensible capital allocation helps drive a stock higher.
Quarterly Commentary
Samantha McLemore | 10/21/19
“All we need is just a little patience”
Opportunity Equity 3Q 2019: One of the most difficult parts of investing is managing emotions that make us want to do the wrong thing at the wrong time.
Bill Miller's Historical Letters
Bill Miller | 10/16/19
Bill Miller 3Q 2019 Market Letter
The market is a swirling cacophony of competing stories, and which ones an investor believes in and acts on determines investment results. Bill Miller's market perspective.
Market Highlights
Christina Siegel Malbon | 10/09/19
Market Highlights 3Q 2019
Value shined in September, but bond proxies led the S&P 500 sector returns for the quarter. Trade wars continued and the Fed lowers rates twice. A summary of the highlights from the 3Q.
News
09/10/19
Navigating Short-term Volatility. An Interview with Samantha McLemore
In a recent interview, Samantha McLemore talks about the challenges and opportunities of being a value investor in volatile markets.
What We are Reading
08/27/19
Reading List - Fall 2019
Back to school is in the air. Here are a few things to add to your fall reading list.
News
08/20/19
Samantha McLemore and Consuelo Mack Talk Long-term Investing
There's a lot packed into this interview - everything from the financial crisis to Amazon to fundamentals versus expectations. Here's an excerpt of the highlights.
Bill Miller's Historical Letters
Bill Miller | 08/02/19
It's About Expectations
A few comments on the Fed's recent rate cut.
Quarterly Commentary
Samantha McLemore | 07/22/19
The Greatly Exaggerated Death of Value Investing
Opportunity Equity 2Q19 Letter: When we talk about value, we focus on the present value of the future free cash flows, which is the value of any business.
Bill Miller's Historical Letters
Bill Miller | 07/10/19
Bill Miller 2Q 2019 Market Letter
Good news, bads news and market news. Bill Miller's current market perspective.
Market Highlights
Christina Siegel Malbon | 07/09/19
Market Highlights 2Q 2019
Recap of 2Q 2019. A choppy quarter with large-caps and growth names leading.
Quarterly Commentary
Samantha McLemore | 04/22/19
It Pays to Be a Price and Value Investor
Opportunity Equity 1Q 2019 Letter: Sir John Templeton distinguishes between outlook/trend and price/value investors. How being the latter, plus a little patience, can pay off over the long term.
Bill Miller's Historical Letters
Bill Miller | 04/17/19
Some Reflections on the Bull at 10
The bull market crossed the 10-year mark on 3/9/19. Bill Miller reflects on how we navigated this period.
Market Highlights
Christina Siegel Malbon | 04/08/19
Market Highlights 1Q 2019
Recap of 1Q 2019. Stocks soared, all S&P sectors were up, the 35-day government shut down and more.
Quarterly Commentary
Samantha McLemore | 01/30/19
Do you know the worst rerun?
Opportunity Equity 4Q 2018 Letter: The only good news about the terrible month and horrible quarter: it’s a rerun of a show we’ve seen before.
Bill Miller's Historical Letters
Bill Miller | 01/10/19
Bill Miller 4Q 2018 Market Letter
It takes courage to be a pig.
Market Highlights
Christina Siegel Malbon | 01/09/19
Market Highlights 4Q 2018
Recap of 4Q 2018 and how the market ended the year.
Bill Miller's Historical Letters
Bill Miller | 11/19/18
Bill Miller: Market Observations
Highlights from our 3Q18 investor call: We try to understand the interaction between actual fundamentals and people’s beliefs about what’s going to happen.
Bill Miller's Historical Letters
Bill Miller | 10/24/18
Rolling Realized Value into New Ideas
Opportunity Equity 3Q 2018 Letter: Selling to fund more opportunistic names marked the activity this quarter.
Bill Miller's Historical Letters
Bill Miller | 10/10/18
Bill Miller 3Q 2018 Market Letter
The most important thing that happened to the stock market this quarter is what happened to the bond market.
Market Highlights
Christina Siegel Malbon | 10/09/18
Market Highlights 3Q 2018
Recap of 3Q 2018 and how the market ended the quarter
Quarterly Commentary
Samantha McLemore | 07/19/18
"You got to know when to hold 'em"
Opportunity Equity 2Q 2018 Letter: Reversion to the mean is a powerful force in markets, as long-term investors well understand
Bill Miller's Historical Letters
Bill Miller | 07/18/18
Bill Miller 2Q 2018 Market Letter
Scaling the wall of worry as the market climbs higher.
Market Highlights
Christina Siegel Malbon | 07/09/18
Market Highlights 2Q 2018
Recap of 1Q 2018 and how the market ended the quarter
What We are Reading
07/09/18
2018 Summer Reading
A snapshot of what our team's reading right now.
Investor Insights
Samantha McLemore | 05/15/18
Regulating Emotions 3000 feet off the Ground
Alex Honnold's take on risk versus consequence provides perspective for long term investors.
Quarterly Commentary
Samantha McLemore | 04/18/18
The Story Follows the Price
Opportunity Equity 1Q 2018 Letter: The good news about the recent pressure on market pries is that buying at lower prices improves long-term returns.
Bill Miller's Historical Letters
Bill Miller | 04/18/18
Bill Miller 1Q 2018 Market Letter
The market this year looks, acts and feels different, and rightly so.
Market Highlights
Christina Siegel Malbon | 04/05/18
Market Highlights 1Q 2018
Recap of 1Q 2018 and how the market ended the quarter
Investor Insights
Samantha McLemore | 03/27/18
6 Questions on Opportunity Equity
Samantha McLemore covers monetizing volatility, being long-term oriented and viewing growth as an input to value in this short interview.
News
03/13/18
Active versus Passive: A Recap of the Debate between Bill Miller and Charles Ellis
Bill Miller and Mr. Ellis acknowledge that there are challenges to investing in actively managed strategies, and each offer their perspective on how to evaluate managers.
News
Bill Miller | 03/08/18
Bill Miller on Philosophy: An Interview
Philosophy has undoubtedly influenced Bill Miller in his life and career. In this excerpt from a recent interview with APA, Bill talks about it.
Quarterly Commentary
Samantha McLemore | 01/23/18
The Value of Doing Nothing
Opportunity Equity 4Q 2017 Letter: A path to generating superior long-term results is to buy the dips, not sell the strength.
Bill Miller's Historical Letters
Bill Miller | 01/23/18
Bill Miller's 4Q 2017 Market Letter
2017 was a year that surprised and rewarded investors in stocks.
Market Highlights
Christina Siegel Malbon | 01/18/18
Market Highlights 4Q 2017
Highlights of the market movements in 4Q and for the year 2017.
Investor Insights
Christina Siegel Malbon | 11/07/17
The Power of the Millennial
Taking a deeper look at sustainability and factors that may influence how Millennials invest their increasing wealth.
What We are Reading
11/07/17
November 2017 Reading List
A list of what our team is reading and listening to right now.
Bill Miller's Historical Letters
Bill Miller | 11/02/17
“Certitude is not the test of certainty. We have been cocksure of many things that were not so.” - Oliver Wendell Holmes
The Financial industry’s murderers’ row issues their pessimistic opinion on Bitcoin. Here are some reasons to be on the other side of the trade.
Quarterly Commentary
Samantha McLemore | 10/19/17
Still Finding Great Values
Long-term investors must remember Benjamin Graham’s famous insight: “In the short run, the market is a voting machine but in the long run, it is a weighing machine.”
Bill Miller's Historical Letters
Bill Miller | 10/18/17
Bill Miller's 3Q 2017 Market Letter
We continue to be in a bull market.
Market Highlights
Christina Siegel Malbon | 10/16/17
Market Highlights 3Q 2017
Highlights of the market movements in 3Q 2017
Quarterly Investment Review
Christina Siegel Malbon | 07/26/17
Opportunity Equity 2Q 2017 Review
Opportunity Equity Highlights and Market Commentary for 2Q 2017
Quarterly Commentary
Samantha McLemore | 07/26/17
In a World of Trend and Momentum, Long-Term Value Suffers
It again rings true that the best time to invest is after a period of poor performance and to hold on patiently for the long term.
Bill Miller's Historical Letters
Bill Miller | 07/18/17
Nine years into a bull market for stocks and it looks to remain so. Bill Miller shares insights from Reminiscences of a Stock Operator.
Nine years into a bull market for stocks and it looks to remain so. Bill Miller shares insights from Reminiscences of a Stock Operator.
Bill Miller's Historical Letters
Bill Miller | 04/21/17
Finding Value in Patience
In this just-in-time market, long term investors are finding value in patience.
Quarterly Investment Review
Christina Siegel Malbon | 04/21/17
Opportunity Equity 1Q 2017 Review
Opportunity Equity Highlights and Market Commentary for 1Q 2017
Bill Miller's Historical Letters
Bill Miller | 04/11/17
Thoughts from Sir John
I am reminded of something Sir John Templeton told me several decades ago. He said that there are two types of investors in the world: “outlook and trend” investors and “price and value” investors.
News
02/27/17
Bill Miller Acquires LMM; Rebrands Fund Family
In a press release dated February 27, 2017, Miller Value Partners announces Bill Miller's Acquisition of LMM and the new name.
Quarterly Commentary
Samantha McLemore | 02/24/17
Volatility Is the Price You Pay for Returns
A closer look at how the changes in market structure fuel volatility, and how a long-term investor can still achieve market-beating returns.
Quarterly Investment Review
Christina Siegel Malbon | 01/24/17
Opportunity Equity 4Q 2016 Review
Opportunity Equity Highlights and Market Commentary for 4Q 2016
Investor Insights
Christina Siegel Malbon | 01/11/17
Avoiding Bias in DCF Analysis
Valuations and models are just another aspect of investing that is vulnerable to individual biases.
Bill Miller's Historical Letters
Bill Miller | 01/10/17
2017 Outlook
The stock market is not as cheap as it used to be, but is also not as expensive as it is likely to get.
News
Bill Miller | 12/27/16
Bill Miller's Interview with The Investors Podcast
Listen to the full interview and read an excerpt in which Bill discusses how we think about free cash flow yield and total return.
Bill Miller's Historical Letters
Bill Miller | 11/12/16
Donald Trump - The Greatest American Experiment?
The market's initial reaction to Donald Trump's nomination was in line with our expectations, but what about the next four years?
Quarterly Commentary
Samantha McLemore | 10/19/16
Three Reasons to Be Invested in Opportunity Equity Right Now
We are patient, long-term investors focused on finding intrinsic value, which pays off in volatile markets.
Quarterly Investment Review
Christina Siegel Malbon | 10/19/16
Opportunity Equity 3Q 2016 Review
Opportunity Equity Highlights and Market Commentary for Q2 2016
News
Bill Miller | 09/28/16
Bill Miller's Interview with Realtid
In a recent interview with Sweden's Realtid, Bill Miller talks about the current state of markets, potential market reactions to the Fed and political outcomes and where we see opportunity.
Investor Insights
Samantha McLemore | 09/27/16
The (Mis)Perception of Stability
Emotionally strained investors seek stability in their portfolios, but at what expense to their long term performance goals?
What We are Reading
09/14/16
A Snapshot of What We Are Reading - September 2016
A snapshot of what our team's reading right now.
News
Bill Miller | 08/11/16
Bill Miller to Acquire Legg Mason's Stake in LMM LLC
We are excited about this transition. It signifies LMM's move into the future - our commitment to our investment approach and to true active management.
News
Bill Miller | 08/04/16
Our Valuation-Based Investment Approach
An excerpt from Bill Miller's interview with The Motley Fool to discuss his unique valuation-based investment approach and why he's involved with the Santa Fe Institute.
Bill Miller's Historical Letters
Bill Miller | 07/22/16
Three Things You Need to Know about Opportunity Equity
Three things investors should know about Opportunity Equity to understand performance in various market environments.
Quarterly Commentary
Samantha McLemore | 07/15/16
In a World of Trend and Momentum, Long-Term Value Suffers
The market's current structure can cause long-term value to suffer and investors may fall into a losing trap if making decisions based on noisy short-term trends.
Quarterly Investment Review
Christina Siegel Malbon | 07/15/16
Opportunity Equity 2Q 2016 Review
Opportunity Equity Highlights and Market Commentary for Q2 2016
Investor Insights
Christina Siegel Malbon | 06/01/16
Firsthand Experience with a Market Panic
The behavior I witnessed in the early days of 2016 made behavioral biases tangible for me.
Bill Miller's Historical Letters
Bill Miller | 05/26/16
The DOL's new rule - A headwind for active managers?
Active managers beware. The new Department of Labor rule will likely have adverse effects for both managers and investors alike.
Bill Miller's Historical Letters
Bill Miller | 05/26/16
Reading the Signals
If we’re on the cusp of a breakout, will it follow the bearish consensus? The data show an alternative outcome.
Quarterly Commentary
Samantha McLemore | 04/19/16
We See... Opportunity
Reacting to market declines by getting more defensive has grown substantially more popular. But, stability is extremely expensive and correlations spike during market weakness, as everyone rushes to sell to “manage risk”.
Quarterly Investment Review
Christina Siegel Malbon | 04/19/16
Opportunity Equity 1Q 2016 Review
1Q 2016 Review of major market news and Opportunity Equity’s performance
Bill Miller's Historical Letters
Bill Miller | 04/14/16
Sentiment and Market Timing
Laszlo Birinyi has always written commentary from a unique perspective, based on investor behavior and market history. His recent letter is no different.
What We are Reading
04/07/16
What we're reading this week
A quick poll reveals our team has an interest in a wide range of topics. See what we’re reading this week.
Investor Insights
Samantha McLemore | 03/31/16
Misaligned Incentives
How can we recognize behavioral biases when working with a financial advisor? Maybe my experience can help.
Bill Miller's Historical Letters
Bill Miller | 03/08/16
Few Comments on The Fed
Seeming to skip March, will a potential rate hike in June by the Fed send the market's into another downward spiral? We think probably not.
Investor Insights
Samantha McLemore | 03/01/16
Part II: Opportunity Equity
Though we have no control over short-term price moves, we do use these opportunities to improve the positioning and upside in the strategy overall. This approach has enabled us to outperform the market since inception.
Investor Insights
Samantha McLemore | 02/19/16
Part I: The Market
January started off with its worst performance in over a century. It all happened so quickly on the back of no additional news that much like Anakin Skywalker, I'm left wondering how we got here so quickly.
News
Bill Miller | 02/04/16
Bill Miller on CNBC February 2016
Clips from Bill Miller's guest appearance on CNBC's Squawk Box on February 3, 2016
Bill Miller's Historical Letters
Bill Miller | 01/29/16
Disconnected Fundamentals
For most companies, prices have become disconnected from fundamentals. Our team shares examples.
Quarterly Commentary
Samantha McLemore | 01/26/16
Opportunity Equity: Looking Back at 2015
Opportunity Equity 4Q 2015 Review
Bill Miller's Historical Letters
Bill Miller | 01/08/16
Tough Start to 2016, but Don’t Panic Yet
A week does not a year make.
Investor Insights
Samantha McLemore | 12/03/15
Short Rant: Marissa Mayer
No, I’m not going to echo the same harsh criticism about Marissa Mayer that’s been plastered all over the popular press.
Bill Miller's Historical Letters
Bill Miller | 12/02/15
A Silver Lining in the Dark Cloud of Volatility
Broadly speaking, the financial environment one experienced with other members of one’s birth cohort imprinted sufficiently to affect one’s future asset allocations and views on risk.
Investor Insights
Samantha McLemore | 11/17/15
Price Gouging, Cancer Screenings and an Investing Tip
It’s a good practice to question the facts, but not accepting their existence? That’s another story. Learn to recognize and mitigate behavioral pitfalls.
Investor Insights
Christina Siegel Malbon | 11/03/15
Predictive Economics: A Guise for Snake Oil
Be wary of the economist who claims to know where interest rates are headed, says McCloskey, for “if they are so smart, why aren’t they rich?”
Quarterly Commentary
Samantha McLemore | 10/21/15
Panic Is Never a Good Strategy
Opportunity Equity 3Q 2015 Review:
Investor Insights
Samantha McLemore | 09/25/15
A Look at Bill's Record
Bill Miller has proven himself a great investor over his 30+ year career, managing multiple strategies with different objectives.
Bill Miller's Historical Letters
Bill Miller | 09/24/15
From the Archives: Optimizing the Chances of Long-Term Gains
As the players in the money game have shortened their time horizons due to the emphasis on short-term performance, their behavior has sometimes come to resemble that of the casino gambler more than that of a rational, long-term investor.
Bill Miller's Historical Letters
Bill Miller | 08/27/15
From the Archives: New Economic Thinking
Instead of looking at the economy as a hydraulic system, or as a system in search of a stable equilibrium, they are exploring the idea that the economy can best be understood as a complex, adaptive system similar to an organism that grows, evolves and adapts to new circumstances.
Bill Miller's Historical Letters
Bill Miller | 08/17/15
The Path of Least Resistance
Good and bad news will come and go, precipitating rallies and corrections, but until the conditions that presage the end of the bull and the onset of the bear are present, being long US stocks is the way to invest.
Investor Insights
Samantha McLemore | 08/13/15
Game Time: Guess that Company
We have been owners for years due to industry consolidation that appears to have led to a more economically rational management and thus better economics.
Quarterly Commentary
Samantha McLemore | 07/20/15
Seeing More than the Gorilla in Our Midst
Seeing More than the Gorilla in Our Midst - Opportunity Equity 2Q 2015 Review
News
Bill Miller | 07/09/15
Live on Bloomberg - Bill Miller Comments on the NYSE, China and Greece
Live on Bloomberg - Bill Miller Comments on the NYSE, China and Greece
Bill Miller's Historical Letters
Bill Miller | 05/21/15
From the Archives: Sources of Edge
In markets, competitive advantages are three: informational, analytical, or behavioral.
Bill Miller's Historical Letters
Bill Miller | 05/14/15
We Are in a Bull Market
I think that the global outlook correctly is solid, and the U.S. outlook is good, but we're not going to see, in my opinion, the kinds of very significant gains we've seen in many years since 2009...
Quarterly Commentary
Samantha McLemore | 04/23/15
Opportunity Equity: 1Q2015 Review and Outlook
Opportunity Equity: 1Q2015 Review and Outlook
Bill Miller's Historical Letters
Bill Miller | 03/09/15
Reader Feedback: Where was the stability?
Response to a reader question about our post on Minsky Moments.
Quarterly Commentary
Samantha McLemore | 02/06/15
Opportunity Equity: Reviewing 4Q 2014 and Preparing for 2015
The markets traversed a bumpier path in 2014 than the prior year. The S&P 500’s double-digit final return of 13.7% should please investors, but the ride surely did not.
Investor Insights
Samantha McLemore | 01/21/15
The Dream of Home Ownership Remains Alive
Anecdotes do not make research, but they do help shed light on the psychology of some homebuyers.
Investor Insights
Samantha McLemore | 01/16/15
Homebuilders: Disappointment Presents Opportunity
Uncertainties weigh on homebuilder stocks, which have traded off significantly while fundamentals have held in. Even if we don’t see acceleration, the stocks are bargains currently versus the market.
Bill Miller's Historical Letters
Bill Miller | 12/23/14
Part III:
“…it may be futile to even attempt to formulate a comprehensive economic theory. The economy is just too complex to be understood in a comprehensive theoretical way.”
Bill Miller's Historical Letters
Bill Miller | 12/12/14
Part II: The Shifting Paradigm
“The simplifying assumptions of modern economic theory make it mathematically tractable and allow for the construction of elegant and complex models, some of which are perhaps useful. But enabling us to predict economic phenomena is not their strong suit.
Bill Miller's Historical Letters
Bill Miller | 12/04/14
Time Travel in the Minsky Moment: Part 1
Time Travel in the Minsky Moment: Part 1
Bill Miller's Historical Letters
Bill Miller | 12/02/14
Monetize the Vol: Buy Low, Sell High
The recent market pullbacks offer investors an opportunity to put more money to work. However, buying low and selling high is a behavior not typically part of the average investor's toolkit.
Quarterly Commentary
Samantha McLemore | 11/20/14
3Q2014 Update: Opportunity Equity
A recap of the Opportunity Equity portfolio for 3Q 2014
Bill Miller's Historical Letters
Bill Miller | 10/08/08
Bill Miller's Historical Letters: 4Q 2007
Bill Miller discusses the Value Equity fund's underperformance in 2007, drawing parallels to past market cycles. He highlights economic tightening, housing market turmoil, and financial stock declines. Despite market fears, Miller sees attractive valuations in housing and financials, suggesting opportunities for long-term investors.
Bill Miller's Historical Letters
Bill Miller | 01/25/04
Bill Miller's Historical Letters: 4Q 2003
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 08/17/03
Bill Miller's Historical Letters: 2Q 2003
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 01/20/03
Bill Miller's Historical Letters: 4Q 2002
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 08/05/02
Bill Miller's Historical Letters: 2Q 2002
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 10/23/01
Bill Miller's Historical Letters: 3Q 2001
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 07/23/01
Bill Miller's Historical Letters: 2Q 2001
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 04/23/01
Bill Miller's Historical Letters: 1Q 2001
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 01/23/01
Bill Miller's Historical Letters: 4Q 2000
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 10/14/00
Bill Miller's Historical Letters: 3Q 2000
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 07/21/00
Bill Miller's Historical Letters: 2Q 2000
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 04/14/00
Bill Miller's Historical Letters: 1Q 2000
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 01/18/00
Bill Miller's Historical Letters: 4Q 1999
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 11/02/99
Bill Miller's Historical Letters: 3Q 1999
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 07/12/99
Bill Miller's Historical Letters: 2Q 1999
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 04/12/99
Bill Miller's Historical Letters: 1Q 1999
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 02/09/99
Bill Miller's Historical Letters: 4Q 1998
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 10/12/98
Bill Miller's Historical Letters: 3Q 1998
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 07/12/98
Bill Miller's Historical Letters: 2Q 1998
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 03/12/98
Bill Miller's Historical Letters: 1Q 1998
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 01/16/98
Bill Miller's Historical Letters: 4Q 1997
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 10/16/97
Bill Miller's Historical Letters: 3Q 1997
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 07/09/97
Bill Miller's Historical Letters: 2Q 1997
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 05/09/97
Bill Miller's Historical Letters: 1Q 1997
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 01/31/97
Bill Miller's Historical Letters: 4Q 1996
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 11/04/96
Bill Miller's Historical Letters: 3Q 1996
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 07/31/96
Bill Miller's Historical Letters: 2Q 1996
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 05/08/96
Bill Miller’s Historical Letters: 1Q 1996
Bill Miller on the first quarter of 1996, discussing the Value Trust fund's performance and the effectiveness of long-term value investing.
Bill Miller's Historical Letters
Bill Miller | 02/05/96
Bill Miller’s Historical Letters: 4Q 1995
Bill Miller on the fourth quarter of 1995, highlighting the Value Trust fund's 40.8% annual gain, driven by strong corporate profits, falling interest rates, and strategic financial holdings. Reflecting on economic trends and the potential impact of the 1996 election on the market.
Bill Miller's Historical Letters
Bill Miller | 11/03/95
Bill Miller’s Historical Letters: 3Q 1995
Bill Miller on the third quarter of 1995, highlighting the Value Trust fund's 11.08% gain and 35.63% year-to-date return. Discussing strong performance driven by financials and technology stocks, market dynamics, and the importance of long-term investing amid short-term market fluctuations.
Bill Miller's Historical Letters
Bill Miller | 07/26/95
Bill Miller’s Historical Letters: 2Q 1995
Bill Miller on the second quarter of 1995, discussing the Value Trust fund's strong performance, driven by financial holdings and strategic investments, and reflecting on market dynamics and technology sector enthusiasm.
Bill Miller's Historical Letters
Bill Miller | 05/08/95
Bill Miller’s Historical Letters: 1Q 1995
Bill Miller on the first quarter of 1995, discussing the Value Trust fund's performance and strategies amid market fluctuations and the concept of myopic loss aversion.
No articles found within the current criteria.
Please modify your filters and try again.
Load More
Posts By Samantha McLemore
Quarterly Commentary
Samantha McLemore | 10/09/24
What Every Portfolio Needs: Underperformers
Samantha McLemore Discusses the Third Quarter of 2024
Quarterly Commentary
Samantha McLemore | 07/11/24
“It was the best of times, it was the worst of times…”
Samantha McLemore discusses the second quarter of 2024, and her views moving forward.
Quarterly Commentary
Samantha McLemore | 04/11/24
A Differentiated View on Diversification
Samantha McLemore discusses the first quarter of 2024, and her views moving forward.
Investor Insights
Samantha McLemore | 04/05/24
Short Take: Mag 7 Expectations More Substance Than Hype
these are some of the best businesses ever created. Market expectations seem reasonable in aggregate.
Investor Insights
Samantha McLemore | 03/01/24
The Power of Patience: Evidence Suggests Continued Market Gains
Good news from our friends at Birinyi Research.
Quarterly Commentary
Samantha McLemore | 01/17/24
"The big money is not in the buying and selling, but in the waiting.” - Charlie Munger
Samantha McLemore discusses the current environment and how we are responding. We also reflect on 2023: what we’ve done well and where we made mistakes
Investor Insights
Samantha McLemore | 01/09/24
A Generational Buying Opportunity in Classic Value
We believe low multiple stocks (“classic value”) offer a generational buying opportunity.
Quarterly Commentary
Samantha McLemore | 10/11/23
On Expectations: Low, Low, Low, Low, Low, Low, Low, Low
Opportunity Equity 3Q23 Commentary
Quarterly Commentary
Samantha McLemore | 07/14/23
On Growth and Change
Samantha McLemore discusses the second quarter of 2023, and her views moving forward.
Investor Insights
Samantha McLemore | 07/06/23
Good News! History Suggests Continued Market Gains
Samantha McLemore discusses historic forward returns after a bear market, and how there could be reason for optimism.
Quarterly Commentary
Samantha McLemore | 04/18/23
Forget Market Forecasts. Trust A Strong Investment Process.
We ended another surprise-filled quarter, which really should be no surprise at all. The future is unpredictable.
Investor Insights
Samantha McLemore | 03/22/23
The S&P 500 Remains Far Below Its Highs. Historically That Is a Buy Signal
While the S&P 500 remains below its highs, this might be presenting a good buying opportunity. Samantha McLemore discusses how historically the data suggests buying now might be a good strategy in the long term.
Quarterly Commentary
Samantha McLemore | 01/13/23
“Every new beginning comes from some other beginning’s end.”
Samantha McLemore, portfolio manager of the Opportunity Equity strategy, on today’s market and positioning for a long term portfolio.
Quarterly Commentary
Samantha McLemore | 10/18/22
Opportunity Equity 3Q2022 Commentary
Samantha McLemore, portfolio manager of the Opportunity Equity Strategy, on today’s market and positioning for a long term portfolio.
Quarterly Commentary
Samantha McLemore | 07/15/22
Extreme Times: A Once in a Decade Opportunity?
After the S&P 500 posted its worst first half loss in over 50 years, Samantha McLemore discusses the extremes we have seen in the market in her 2Q letter. She discusses historical analogs for this period and explains how she believes the portfolio is positioned for significant upside potential if we're patient.
Investor Insights
Samantha McLemore | 07/01/22
Plea(sing) For the Long Term
McLemore discusses potential of long term rewards from market lows.
Quarterly Commentary
Samantha McLemore | 04/29/22
Exploiting Volatility to Outmaneuver the Market
Opportunity Equity 1Q22 Letter: Samantha McLemore on the buying opportunities in today’s market and portfolio positioning for a long cycle market shift.
Quarterly Commentary
Samantha McLemore | 01/21/22
Has the Great Growth Bull Taken Its Last Gasp?
Opportunity Equity 4Q 2021 Letter: The Market’s patience with perennial money losers seems to have run out. Samantha McLemore discusses macro factors and investor sentiment going into the new year.
Quarterly Commentary
Samantha McLemore | 10/26/21
Optimizing for Long-term Return Potential
Opportunity Equity 1Q 2021 Letter: Despite the strong market this quarter, there were key lessons to be learned.
Quarterly Commentary
Samantha McLemore | 08/03/21
Fundamentals v Expectations
Opportunity Equity 2Q 2021 Letter
Quarterly Commentary
Samantha McLemore | 04/27/21
Learn to Earn!
Opportunity Equity 1Q 2021 Letter: Despite the strong market this quarter, there were key lessons to be learned.
Quarterly Commentary
Samantha McLemore | 01/22/21
Ain’t No Valuation High Enough to Keep the Market from Lovin’ Growth Stocks!
Opportunity Equity 4Q 2020: Samantha McLemore explains the value opportunity she sees going into the new year in her latest letter.
Quarterly Commentary
Samantha McLemore | 10/30/20
Long Term + Value = Winning Potential
Opportunity Equity 3Q 2020 Letter
Quarterly Commentary
Samantha McLemore | 07/22/20
Extreme Times Call for Nothing Extreme at All
Opportunity Equity 2Q 2020: Exercising discipline during extreme market swings is the best path towards long-term returns. Samantha McLemore explains.
Quarterly Commentary
Samantha McLemore | 04/27/20
Be Greedy When Others Are Fearful
The first quarter of 2020 brought disastrous news of a global pandemic causing stocks, including ours, to suffer immensely. Through the market’s peak on February 19th, things looked okay.
News
Samantha McLemore | 03/20/20
Know Your Names, Stay the Course
Samantha McLemore goes back to basics in times turmoil, looking to Ben Graham for insights and staying close to the names in the portfolios.
Quarterly Commentary
Samantha McLemore | 01/19/20
The Perils of Rearview Mirror Investing
Opportunity Equity 4Q 2019: It's easy to get caught up in the short-term narrative, but that's rarely the best approach for long-term gains.
Investor Insights
Samantha McLemore | 11/25/19
How Sensible Capital Allocation Helps Drive A Stock Higher
Contrasting FB and AAPL to see how sensible capital allocation helps drive a stock higher.
Quarterly Commentary
Samantha McLemore | 10/21/19
“All we need is just a little patience”
Opportunity Equity 3Q 2019: One of the most difficult parts of investing is managing emotions that make us want to do the wrong thing at the wrong time.
Quarterly Commentary
Samantha McLemore | 07/22/19
The Greatly Exaggerated Death of Value Investing
Opportunity Equity 2Q19 Letter: When we talk about value, we focus on the present value of the future free cash flows, which is the value of any business.
Quarterly Commentary
Samantha McLemore | 04/22/19
It Pays to Be a Price and Value Investor
Opportunity Equity 1Q 2019 Letter: Sir John Templeton distinguishes between outlook/trend and price/value investors. How being the latter, plus a little patience, can pay off over the long term.
Quarterly Commentary
Samantha McLemore | 01/30/19
Do you know the worst rerun?
Opportunity Equity 4Q 2018 Letter: The only good news about the terrible month and horrible quarter: it’s a rerun of a show we’ve seen before.
Quarterly Commentary
Samantha McLemore | 07/19/18
"You got to know when to hold 'em"
Opportunity Equity 2Q 2018 Letter: Reversion to the mean is a powerful force in markets, as long-term investors well understand
Investor Insights
Samantha McLemore | 05/15/18
Regulating Emotions 3000 feet off the Ground
Alex Honnold's take on risk versus consequence provides perspective for long term investors.
Quarterly Commentary
Samantha McLemore | 04/18/18
The Story Follows the Price
Opportunity Equity 1Q 2018 Letter: The good news about the recent pressure on market pries is that buying at lower prices improves long-term returns.
Investor Insights
Samantha McLemore | 03/27/18
6 Questions on Opportunity Equity
Samantha McLemore covers monetizing volatility, being long-term oriented and viewing growth as an input to value in this short interview.
Quarterly Commentary
Samantha McLemore | 01/23/18
The Value of Doing Nothing
Opportunity Equity 4Q 2017 Letter: A path to generating superior long-term results is to buy the dips, not sell the strength.
Quarterly Commentary
Samantha McLemore | 10/19/17
Still Finding Great Values
Long-term investors must remember Benjamin Graham’s famous insight: “In the short run, the market is a voting machine but in the long run, it is a weighing machine.”
Quarterly Commentary
Samantha McLemore | 07/26/17
In a World of Trend and Momentum, Long-Term Value Suffers
It again rings true that the best time to invest is after a period of poor performance and to hold on patiently for the long term.
Quarterly Commentary
Samantha McLemore | 02/24/17
Volatility Is the Price You Pay for Returns
A closer look at how the changes in market structure fuel volatility, and how a long-term investor can still achieve market-beating returns.
Quarterly Commentary
Samantha McLemore | 10/19/16
Three Reasons to Be Invested in Opportunity Equity Right Now
We are patient, long-term investors focused on finding intrinsic value, which pays off in volatile markets.
Investor Insights
Samantha McLemore | 09/27/16
The (Mis)Perception of Stability
Emotionally strained investors seek stability in their portfolios, but at what expense to their long term performance goals?
Quarterly Commentary
Samantha McLemore | 07/15/16
In a World of Trend and Momentum, Long-Term Value Suffers
The market's current structure can cause long-term value to suffer and investors may fall into a losing trap if making decisions based on noisy short-term trends.
Quarterly Commentary
Samantha McLemore | 04/19/16
We See... Opportunity
Reacting to market declines by getting more defensive has grown substantially more popular. But, stability is extremely expensive and correlations spike during market weakness, as everyone rushes to sell to “manage risk”.
Investor Insights
Samantha McLemore | 03/31/16
Misaligned Incentives
How can we recognize behavioral biases when working with a financial advisor? Maybe my experience can help.
Investor Insights
Samantha McLemore | 03/01/16
Part II: Opportunity Equity
Though we have no control over short-term price moves, we do use these opportunities to improve the positioning and upside in the strategy overall. This approach has enabled us to outperform the market since inception.
Investor Insights
Samantha McLemore | 02/19/16
Part I: The Market
January started off with its worst performance in over a century. It all happened so quickly on the back of no additional news that much like Anakin Skywalker, I'm left wondering how we got here so quickly.
Quarterly Commentary
Samantha McLemore | 01/26/16
Opportunity Equity: Looking Back at 2015
Opportunity Equity 4Q 2015 Review
Investor Insights
Samantha McLemore | 12/03/15
Short Rant: Marissa Mayer
No, I’m not going to echo the same harsh criticism about Marissa Mayer that’s been plastered all over the popular press.
Investor Insights
Samantha McLemore | 11/17/15
Price Gouging, Cancer Screenings and an Investing Tip
It’s a good practice to question the facts, but not accepting their existence? That’s another story. Learn to recognize and mitigate behavioral pitfalls.
Quarterly Commentary
Samantha McLemore | 10/21/15
Panic Is Never a Good Strategy
Opportunity Equity 3Q 2015 Review:
Investor Insights
Samantha McLemore | 09/25/15
A Look at Bill's Record
Bill Miller has proven himself a great investor over his 30+ year career, managing multiple strategies with different objectives.
Investor Insights
Samantha McLemore | 08/13/15
Game Time: Guess that Company
We have been owners for years due to industry consolidation that appears to have led to a more economically rational management and thus better economics.
Quarterly Commentary
Samantha McLemore | 07/20/15
Seeing More than the Gorilla in Our Midst
Seeing More than the Gorilla in Our Midst - Opportunity Equity 2Q 2015 Review
Quarterly Commentary
Samantha McLemore | 04/23/15
Opportunity Equity: 1Q2015 Review and Outlook
Opportunity Equity: 1Q2015 Review and Outlook
Quarterly Commentary
Samantha McLemore | 02/06/15
Opportunity Equity: Reviewing 4Q 2014 and Preparing for 2015
The markets traversed a bumpier path in 2014 than the prior year. The S&P 500’s double-digit final return of 13.7% should please investors, but the ride surely did not.
Investor Insights
Samantha McLemore | 01/21/15
The Dream of Home Ownership Remains Alive
Anecdotes do not make research, but they do help shed light on the psychology of some homebuyers.
Investor Insights
Samantha McLemore | 01/16/15
Homebuilders: Disappointment Presents Opportunity
Uncertainties weigh on homebuilder stocks, which have traded off significantly while fundamentals have held in. Even if we don’t see acceleration, the stocks are bargains currently versus the market.
Quarterly Commentary
Samantha McLemore | 11/20/14
3Q2014 Update: Opportunity Equity
A recap of the Opportunity Equity portfolio for 3Q 2014
No articles found within the current criteria.
Please modify your filters and try again.
Load More
Bill Miller's Historical Letters
Bill Miller's Historical Letters
Bill Miller | 03/22/22
Bill Miller’s Market Perspective: March 2022
Bill Miller on today's market conditions, answering the question where are today's value opportunities?
Bill Miller's Historical Letters
Bill Miller | 10/18/21
Bill Miller 3Q 2021 Market Letter
We believe time, not timing, is key to building wealth in the stock market.
Bill Miller's Historical Letters
Bill Miller | 07/09/21
Bill Miller 2Q 2021 Market Letter
Bill Miller reminds us that while forecasting an unknowable future is a fruitless task, understanding the present conditions offers valuable insights.
Bill Miller's Historical Letters
Bill Miller | 04/14/21
Bill Miller 1Q 2021 Market Letter
Bill Miller uses Sir John Templeton’s helpful framing to understand current investor sentiment.
Bill Miller's Historical Letters
Bill Miller | 01/05/21
Bill Miller 4Q 2020 Market Letter
2020 (finally) came to a close and as we look to 2021, we take the approach to understand the current conditions to see the opportunities.
Bill Miller's Historical Letters
Bill Miller | 10/14/20
Bill Miller 3Q 2020 Market Letter
Bill Miller looks at The Fed’s past and present actions to understand the dynamics between the stock and bond market.
Bill Miller's Historical Letters
Bill Miller | 07/10/20
Bill Miller 2Q 2020 Market Letter
The market’s behavior since the March 23rd bottom to the July 2nd level has confounded most observers, from the novice investor to the most experienced and savvy.
Bill Miller's Historical Letters
Bill Miller | 04/20/20
Bill Miller 1Q 2020 Market Letter
There have been 4 great stock market buying opportunities in my lifetime. The coronavirus has given us the 5th. Here's Bill Miller's latest market perspective.
Bill Miller's Historical Letters
Bill Miller | 03/16/20
How Markets as Complex Adaptive Systems Process COVID-19
Bill Miller reminds us that markets are complex adaptive systems that are constantly processing real-time information.
Bill Miller's Historical Letters
Bill Miller | 03/02/20
Market Uncertainty over Coronavirus
A perspective on the rising concerns over coronavirus and the market turmoil over the past week.
Bill Miller's Historical Letters
Bill Miller | 01/13/20
Bill Miller 4Q 2019 Market Letter
What’s the reality of the risk in the market versus the general sentiment and how can we think about that differential going forward? Bill Miller's market perspective.
Bill Miller's Historical Letters
Bill Miller | 10/16/19
Bill Miller 3Q 2019 Market Letter
The market is a swirling cacophony of competing stories, and which ones an investor believes in and acts on determines investment results. Bill Miller's market perspective.
Bill Miller's Historical Letters
Bill Miller | 08/02/19
It's About Expectations
A few comments on the Fed's recent rate cut.
Bill Miller's Historical Letters
Bill Miller | 07/10/19
Bill Miller 2Q 2019 Market Letter
Good news, bads news and market news. Bill Miller's current market perspective.
Bill Miller's Historical Letters
Bill Miller | 04/17/19
Some Reflections on the Bull at 10
The bull market crossed the 10-year mark on 3/9/19. Bill Miller reflects on how we navigated this period.
Bill Miller's Historical Letters
Bill Miller | 01/10/19
Bill Miller 4Q 2018 Market Letter
It takes courage to be a pig.
Bill Miller's Historical Letters
Bill Miller | 11/19/18
Bill Miller: Market Observations
Highlights from our 3Q18 investor call: We try to understand the interaction between actual fundamentals and people’s beliefs about what’s going to happen.
Bill Miller's Historical Letters
Bill Miller | 10/24/18
Rolling Realized Value into New Ideas
Opportunity Equity 3Q 2018 Letter: Selling to fund more opportunistic names marked the activity this quarter.
Bill Miller's Historical Letters
Bill Miller | 10/10/18
Bill Miller 3Q 2018 Market Letter
The most important thing that happened to the stock market this quarter is what happened to the bond market.
Bill Miller's Historical Letters
Bill Miller | 07/18/18
Bill Miller 2Q 2018 Market Letter
Scaling the wall of worry as the market climbs higher.
Bill Miller's Historical Letters
Bill Miller | 04/18/18
Bill Miller 1Q 2018 Market Letter
The market this year looks, acts and feels different, and rightly so.
Bill Miller's Historical Letters
Bill Miller | 01/23/18
Bill Miller's 4Q 2017 Market Letter
2017 was a year that surprised and rewarded investors in stocks.
Bill Miller's Historical Letters
Bill Miller | 11/02/17
“Certitude is not the test of certainty. We have been cocksure of many things that were not so.” - Oliver Wendell Holmes
The Financial industry’s murderers’ row issues their pessimistic opinion on Bitcoin. Here are some reasons to be on the other side of the trade.
Bill Miller's Historical Letters
Bill Miller | 10/18/17
Bill Miller's 3Q 2017 Market Letter
We continue to be in a bull market.
Bill Miller's Historical Letters
Bill Miller | 07/18/17
Nine years into a bull market for stocks and it looks to remain so. Bill Miller shares insights from Reminiscences of a Stock Operator.
Nine years into a bull market for stocks and it looks to remain so. Bill Miller shares insights from Reminiscences of a Stock Operator.
Bill Miller's Historical Letters
Bill Miller | 04/21/17
Finding Value in Patience
In this just-in-time market, long term investors are finding value in patience.
Bill Miller's Historical Letters
Bill Miller | 04/11/17
Thoughts from Sir John
I am reminded of something Sir John Templeton told me several decades ago. He said that there are two types of investors in the world: “outlook and trend” investors and “price and value” investors.
Bill Miller's Historical Letters
Bill Miller | 01/10/17
2017 Outlook
The stock market is not as cheap as it used to be, but is also not as expensive as it is likely to get.
Bill Miller's Historical Letters
Bill Miller | 11/12/16
Donald Trump - The Greatest American Experiment?
The market's initial reaction to Donald Trump's nomination was in line with our expectations, but what about the next four years?
Bill Miller's Historical Letters
Bill Miller | 07/22/16
Three Things You Need to Know about Opportunity Equity
Three things investors should know about Opportunity Equity to understand performance in various market environments.
Bill Miller's Historical Letters
Bill Miller | 05/26/16
The DOL's new rule - A headwind for active managers?
Active managers beware. The new Department of Labor rule will likely have adverse effects for both managers and investors alike.
Bill Miller's Historical Letters
Bill Miller | 05/26/16
Reading the Signals
If we’re on the cusp of a breakout, will it follow the bearish consensus? The data show an alternative outcome.
Bill Miller's Historical Letters
Bill Miller | 04/14/16
Sentiment and Market Timing
Laszlo Birinyi has always written commentary from a unique perspective, based on investor behavior and market history. His recent letter is no different.
Bill Miller's Historical Letters
Bill Miller | 03/08/16
Few Comments on The Fed
Seeming to skip March, will a potential rate hike in June by the Fed send the market's into another downward spiral? We think probably not.
Bill Miller's Historical Letters
Bill Miller | 01/29/16
Disconnected Fundamentals
For most companies, prices have become disconnected from fundamentals. Our team shares examples.
Bill Miller's Historical Letters
Bill Miller | 01/08/16
Tough Start to 2016, but Don’t Panic Yet
A week does not a year make.
Bill Miller's Historical Letters
Bill Miller | 12/02/15
A Silver Lining in the Dark Cloud of Volatility
Broadly speaking, the financial environment one experienced with other members of one’s birth cohort imprinted sufficiently to affect one’s future asset allocations and views on risk.
Bill Miller's Historical Letters
Bill Miller | 09/24/15
From the Archives: Optimizing the Chances of Long-Term Gains
As the players in the money game have shortened their time horizons due to the emphasis on short-term performance, their behavior has sometimes come to resemble that of the casino gambler more than that of a rational, long-term investor.
Bill Miller's Historical Letters
Bill Miller | 08/27/15
From the Archives: New Economic Thinking
Instead of looking at the economy as a hydraulic system, or as a system in search of a stable equilibrium, they are exploring the idea that the economy can best be understood as a complex, adaptive system similar to an organism that grows, evolves and adapts to new circumstances.
Bill Miller's Historical Letters
Bill Miller | 08/17/15
The Path of Least Resistance
Good and bad news will come and go, precipitating rallies and corrections, but until the conditions that presage the end of the bull and the onset of the bear are present, being long US stocks is the way to invest.
Bill Miller's Historical Letters
Bill Miller | 05/21/15
From the Archives: Sources of Edge
In markets, competitive advantages are three: informational, analytical, or behavioral.
Bill Miller's Historical Letters
Bill Miller | 05/14/15
We Are in a Bull Market
I think that the global outlook correctly is solid, and the U.S. outlook is good, but we're not going to see, in my opinion, the kinds of very significant gains we've seen in many years since 2009...
Bill Miller's Historical Letters
Bill Miller | 03/09/15
Reader Feedback: Where was the stability?
Response to a reader question about our post on Minsky Moments.
Bill Miller's Historical Letters
Bill Miller | 12/23/14
Part III:
“…it may be futile to even attempt to formulate a comprehensive economic theory. The economy is just too complex to be understood in a comprehensive theoretical way.”
Bill Miller's Historical Letters
Bill Miller | 12/12/14
Part II: The Shifting Paradigm
“The simplifying assumptions of modern economic theory make it mathematically tractable and allow for the construction of elegant and complex models, some of which are perhaps useful. But enabling us to predict economic phenomena is not their strong suit.
Bill Miller's Historical Letters
Bill Miller | 12/04/14
Time Travel in the Minsky Moment: Part 1
Time Travel in the Minsky Moment: Part 1
Bill Miller's Historical Letters
Bill Miller | 12/02/14
Monetize the Vol: Buy Low, Sell High
The recent market pullbacks offer investors an opportunity to put more money to work. However, buying low and selling high is a behavior not typically part of the average investor's toolkit.
Bill Miller's Historical Letters
Bill Miller | 10/08/08
Bill Miller's Historical Letters: 4Q 2007
Bill Miller discusses the Value Equity fund's underperformance in 2007, drawing parallels to past market cycles. He highlights economic tightening, housing market turmoil, and financial stock declines. Despite market fears, Miller sees attractive valuations in housing and financials, suggesting opportunities for long-term investors.
Bill Miller's Historical Letters
Bill Miller | 01/25/04
Bill Miller's Historical Letters: 4Q 2003
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 08/17/03
Bill Miller's Historical Letters: 2Q 2003
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 01/20/03
Bill Miller's Historical Letters: 4Q 2002
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 08/05/02
Bill Miller's Historical Letters: 2Q 2002
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 10/23/01
Bill Miller's Historical Letters: 3Q 2001
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 07/23/01
Bill Miller's Historical Letters: 2Q 2001
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 04/23/01
Bill Miller's Historical Letters: 1Q 2001
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 01/23/01
Bill Miller's Historical Letters: 4Q 2000
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 10/14/00
Bill Miller's Historical Letters: 3Q 2000
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 07/21/00
Bill Miller's Historical Letters: 2Q 2000
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 04/14/00
Bill Miller's Historical Letters: 1Q 2000
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 01/18/00
Bill Miller's Historical Letters: 4Q 1999
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 11/02/99
Bill Miller's Historical Letters: 3Q 1999
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 07/12/99
Bill Miller's Historical Letters: 2Q 1999
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 04/12/99
Bill Miller's Historical Letters: 1Q 1999
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 02/09/99
Bill Miller's Historical Letters: 4Q 1998
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 10/12/98
Bill Miller's Historical Letters: 3Q 1998
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 07/12/98
Bill Miller's Historical Letters: 2Q 1998
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 03/12/98
Bill Miller's Historical Letters: 1Q 1998
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 01/16/98
Bill Miller's Historical Letters: 4Q 1997
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 10/16/97
Bill Miller's Historical Letters: 3Q 1997
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 07/09/97
Bill Miller's Historical Letters: 2Q 1997
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 05/09/97
Bill Miller's Historical Letters: 1Q 1997
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 01/31/97
Bill Miller's Historical Letters: 4Q 1996
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 11/04/96
Bill Miller's Historical Letters: 3Q 1996
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 07/31/96
Bill Miller's Historical Letters: 2Q 1996
Bill Miller Historical Letter
Bill Miller's Historical Letters
Bill Miller | 05/08/96
Bill Miller’s Historical Letters: 1Q 1996
Bill Miller on the first quarter of 1996, discussing the Value Trust fund's performance and the effectiveness of long-term value investing.
Bill Miller's Historical Letters
Bill Miller | 02/05/96
Bill Miller’s Historical Letters: 4Q 1995
Bill Miller on the fourth quarter of 1995, highlighting the Value Trust fund's 40.8% annual gain, driven by strong corporate profits, falling interest rates, and strategic financial holdings. Reflecting on economic trends and the potential impact of the 1996 election on the market.
Bill Miller's Historical Letters
Bill Miller | 11/03/95
Bill Miller’s Historical Letters: 3Q 1995
Bill Miller on the third quarter of 1995, highlighting the Value Trust fund's 11.08% gain and 35.63% year-to-date return. Discussing strong performance driven by financials and technology stocks, market dynamics, and the importance of long-term investing amid short-term market fluctuations.
Bill Miller's Historical Letters
Bill Miller | 07/26/95
Bill Miller’s Historical Letters: 2Q 1995
Bill Miller on the second quarter of 1995, discussing the Value Trust fund's strong performance, driven by financial holdings and strategic investments, and reflecting on market dynamics and technology sector enthusiasm.
Bill Miller's Historical Letters
Bill Miller | 05/08/95
Bill Miller’s Historical Letters: 1Q 1995
Bill Miller on the first quarter of 1995, discussing the Value Trust fund's performance and strategies amid market fluctuations and the concept of myopic loss aversion.
No articles found within the current criteria.
Please modify your filters and try again.
Load More
Investor Insights
Investor Insights
Tyler Grason | 09/04/24
What Goes Up Must Come Down
What Goes Up Must Come Down
Investor Insights
Tyler Grason | 08/02/24
Markets Have Fear, the Sahm Rule is Here
Markets Have Fear, the Sahm Rule is Here
Investor Insights
04/10/24
We wanted to share a letter from Dr. George Athanassakos
Investor Insights
Samantha McLemore | 04/05/24
Short Take: Mag 7 Expectations More Substance Than Hype
these are some of the best businesses ever created. Market expectations seem reasonable in aggregate.
Investor Insights
Samantha McLemore | 03/01/24
The Power of Patience: Evidence Suggests Continued Market Gains
Good news from our friends at Birinyi Research.
Investor Insights
Christina Siegel Malbon | 02/06/24
Is now the time for Small-Cap Outperformance?
Given small-caps’ significant recent underperformance, many are enthusiastic about their potential to outperform in the future. Is this an easy mean reversion call? Not so fast.
Investor Insights
Samantha McLemore | 01/09/24
A Generational Buying Opportunity in Classic Value
We believe low multiple stocks (“classic value”) offer a generational buying opportunity.
Investor Insights
Christina Siegel Malbon, Samantha McLemore | 10/31/23
Trailing Returns Signal Buying Opportunity
“Buy low, sell high” may sound easy, but implementing that strategy is anything but natural. The recent sell-off has triggered a buy signal that’s historically worked very well.
Investor Insights
Tyler Grason | 08/18/23
Are Copper Stocks Attractive?
We recently did some work on copper stocks to determine whether we believe an investment opportunity exists.
Investor Insights
Christina Siegel Malbon | 07/18/23
Could Much Higher Valuations be Justified?
We wanted to share a noteworthy piece of research discussing a scenario warranting much higher asset valuations.
Investor Insights
Samantha McLemore | 07/06/23
Good News! History Suggests Continued Market Gains
Samantha McLemore discusses historic forward returns after a bear market, and how there could be reason for optimism.
Investor Insights
Samantha McLemore | 03/22/23
The S&P 500 Remains Far Below Its Highs. Historically That Is a Buy Signal
While the S&P 500 remains below its highs, this might be presenting a good buying opportunity. Samantha McLemore discusses how historically the data suggests buying now might be a good strategy in the long term.
Investor Insights
Christina Siegel Malbon | 01/30/23
Bearish or Bullish, That is the Question
Siegel and McLemore on today’s market and reasons to be more bullish in the new year.
Investor Insights
Tyler Grason | 09/29/22
Back to the 1970s? Reflections & Takeaways for Positioning in Today's Market
Tyler Grason reflects on market worries on inflation and provides positions for today’s market.
Investor Insights
Samantha McLemore | 07/01/22
Plea(sing) For the Long Term
McLemore discusses potential of long term rewards from market lows.
Investor Insights
Samantha McLemore | 11/25/19
How Sensible Capital Allocation Helps Drive A Stock Higher
Contrasting FB and AAPL to see how sensible capital allocation helps drive a stock higher.
Investor Insights
Samantha McLemore | 05/15/18
Regulating Emotions 3000 feet off the Ground
Alex Honnold's take on risk versus consequence provides perspective for long term investors.
Investor Insights
Samantha McLemore | 03/27/18
6 Questions on Opportunity Equity
Samantha McLemore covers monetizing volatility, being long-term oriented and viewing growth as an input to value in this short interview.
Investor Insights
Christina Siegel Malbon | 11/07/17
The Power of the Millennial
Taking a deeper look at sustainability and factors that may influence how Millennials invest their increasing wealth.
Investor Insights
Christina Siegel Malbon | 01/11/17
Avoiding Bias in DCF Analysis
Valuations and models are just another aspect of investing that is vulnerable to individual biases.
Investor Insights
Samantha McLemore | 09/27/16
The (Mis)Perception of Stability
Emotionally strained investors seek stability in their portfolios, but at what expense to their long term performance goals?
Investor Insights
Christina Siegel Malbon | 06/01/16
Firsthand Experience with a Market Panic
The behavior I witnessed in the early days of 2016 made behavioral biases tangible for me.
Investor Insights
Samantha McLemore | 03/31/16
Misaligned Incentives
How can we recognize behavioral biases when working with a financial advisor? Maybe my experience can help.
Investor Insights
Samantha McLemore | 03/01/16
Part II: Opportunity Equity
Though we have no control over short-term price moves, we do use these opportunities to improve the positioning and upside in the strategy overall. This approach has enabled us to outperform the market since inception.
Investor Insights
Samantha McLemore | 02/19/16
Part I: The Market
January started off with its worst performance in over a century. It all happened so quickly on the back of no additional news that much like Anakin Skywalker, I'm left wondering how we got here so quickly.
Investor Insights
Samantha McLemore | 12/03/15
Short Rant: Marissa Mayer
No, I’m not going to echo the same harsh criticism about Marissa Mayer that’s been plastered all over the popular press.
Investor Insights
Samantha McLemore | 11/17/15
Price Gouging, Cancer Screenings and an Investing Tip
It’s a good practice to question the facts, but not accepting their existence? That’s another story. Learn to recognize and mitigate behavioral pitfalls.
Investor Insights
Christina Siegel Malbon | 11/03/15
Predictive Economics: A Guise for Snake Oil
Be wary of the economist who claims to know where interest rates are headed, says McCloskey, for “if they are so smart, why aren’t they rich?”
Investor Insights
Samantha McLemore | 09/25/15
A Look at Bill's Record
Bill Miller has proven himself a great investor over his 30+ year career, managing multiple strategies with different objectives.
Investor Insights
Samantha McLemore | 08/13/15
Game Time: Guess that Company
We have been owners for years due to industry consolidation that appears to have led to a more economically rational management and thus better economics.
Investor Insights
Samantha McLemore | 01/21/15
The Dream of Home Ownership Remains Alive
Anecdotes do not make research, but they do help shed light on the psychology of some homebuyers.
Investor Insights
Samantha McLemore | 01/16/15
Homebuilders: Disappointment Presents Opportunity
Uncertainties weigh on homebuilder stocks, which have traded off significantly while fundamentals have held in. Even if we don’t see acceleration, the stocks are bargains currently versus the market.
No articles found within the current criteria.
Please modify your filters and try again.
Load More
Weekly Performance Review
Weekly Performance Review
Finn McGinnis | 11/19/24
Opportunity Equity Weekly Update for 11/8/2024 – 11/15/2024
Coinbase Jumps in Sympathy with Bitcoin while IAC Falls Despite a Topline Beat
Weekly Archive
Finn McGinnis | 11/12/24
Opportunity Equity Weekly Update for 11/1/2024 – 11/8/2024
Coinbase Jumps in Sympathy with Bitcoin While Green Thumb Falls on Election Concerns
Weekly Archive
Finn McGinnis | 11/06/24
Opportunity Equity Weekly Update for 10/25/2024 – 11/1/2024
Amazon Rises on Improved Margins While Crocs Falls on HeyDude Woes
Weekly Archive
Finn McGinnis | 10/31/24
Opportunity Equity Weekly Update for 10/18/2024 – 10/25/2024
General Motors Rises on Strong Earnings While Coinbase Follows Bitcoin Lower
Weekly Archive
Finn McGinnis | 10/22/24
Opportunity Equity Weekly Update for 10/11/2024 – 10/18/2024
United Airlines Rises on Strong Earnings while CVS Falls on Management Change
Weekly Archive
Finn McGinnis | 10/14/24
Opportunity Equity Weekly Update for 10/4/2024 – 10/11/2024
Norwegian Jumps as Citi Gets Bullish While Dave and Buster’s Falls Despite Insider Buying
Weekly Archive
Finn McGinnis | 10/08/24
Opportunity Equity Weekly Update for 9/27/2024 – 10/4/2024
Kosmos Follows Crude Higher while Coinbase Follows Bitcoin Lower
Weekly Archive
Finn McGinnis | 10/01/24
Opportunity Equity Weekly Update for 9/20/2024 – 9/27/2024
Alibaba Rises on China’s Stimulus Package while Energy Names Follow Crude Prices Lower
Weekly Archive
Finn McGinnis | 09/24/24
Opportunity Equity Strategy Update for 9/13/2024 - 9/20/2024
Citi Rose on The Fed’s Rate Cut while S4 Capital Fell Despite Improved Margins
Weekly Archive
Finn McGinnis | 09/17/24
Opportunity Equity Weekly Update for 9/6/2024 – 9/13/2024
Nvidia Gains on Continued Strong Demand While Citigroup Fell on Higher Costs
Weekly Archive
Finn McGinnis | 09/10/24
Opportunity Equity Weekly Update for 8/30/2024 – 9/6/2024
Limited News on Top Contributors while OneMain Falls Despite Strong Branch Traffic
Weekly Archive
Finn McGinnis | 09/04/24
Opportunity Equity Weekly Update for 8/23/2024 – 8/30/2024
SOFI Rises on Positive MPL Data while NVDA Falls Despite Strong Earnings
Weekly Archive
Finn McGinnis | 08/27/24
Opportunity Equity Weekly Update for 8/16/2024 – 8/23/2024
Peloton Rises on Cost Improvements while Energy Names Follow Crude Prices Lower
Weekly Archive
Finn McGinnis | 08/20/24
Opportunity Equity Weekly Update for 8/9/2024 – 8/16/2024
Amazon Rises on Strong Retail Sales Report while Precigen Reiterates BLA Submission Plans
Weekly Archive
Finn McGinnis | 08/12/24
Opportunity Equity Weekly Update for 8/2/2024 – 8/9/2024
Expedia Rises on B2B Growth while Seadrill Falls on Rig Delays
Weekly Archive
Finn McGinnis | 08/05/24
Opportunity Equity Weekly Update for 7/26/2024 – 8/2/2024
Meta Rises on a Strong Q2 Results while OneMain Financial Falls on Macro Weakness
Weekly Archive
Finn McGinnis | 07/30/24
Opportunity Equity Weekly Update for 7/19/2024 – 7/26/2024
Everi Jumps on Acquisition Announcement while General Motors Reports Strong Earnings
Weekly Archive
Finn McGinnis | 07/23/24
Opportunity Equity Weekly Update for 7/12/2024 – 7/19/2024
Western Alliance Jumps on Strong Q2 Print while Amazon Hosts a Record-Breaking Prime Day
Weekly Archive
Finn McGinnis | 07/16/24
Opportunity Equity Weekly Update for 7/5/2024 – 7/12/2024
Expedia Rises on Increased Web Traffic while Delta Falls on Narrow Earnings Miss
Weekly Archive
Finn McGinnis | 07/09/24
Opportunity Equity Strategy Update for 6/28/2024 - 7/5/2024
Tech Names Reach All-Time Highs while OneMain Falls on Weakening Branch Traffic
Weekly Archive
Finn McGinnis | 07/03/24
Opportunity Equity Weekly Update for 6/21/2024 – 6/28/2024
Energy Names Followed Crude Prices Higher while General Motors Announced Two Executive Changes
Weekly Archive
Finn McGinnis | 06/24/24
Opportunity Equity Weekly Update for 6/14/2024 – 6/21/2024
Energy Transfer Follows Crude Higher while Coinbase Follows Bitcoin Lower
Weekly Archive
Finn McGinnis | 06/18/24
Opportunity Equity Strategy Update for 6/7/2024 - 6/14/2024
General Motors Rises on Buyback Authorization while OneMain Falls on Elevated Delinquencies
Weekly Archive
Finn McGinnis | 06/11/24
Opportunity Equity Weekly Update for 5/31/2024 – 6/7/2024
Precigen Jumps on Clinical Results while Energy Names Follow Crude Prices Lower
Weekly Archive
Finn McGinnis | 06/04/24
Opportunity Equity Strategy Update for 5/24/2024 - 5/31/2024
UBS Rises on Merger Completion while Coinbase Follows Bitcoin Lower
Weekly Archive
Finn McGinnis | 05/29/24
Opportunity Equity Weekly Update for 5/17/2024 – 5/24/2024
Nvidia Jumps on Strong Earnings While Peloton Falls on Debt Refinancing
Weekly Archive
Finn McGinnis | 05/20/24
Opportunity Equity Weekly Update for 5/10/2024 – 5/17/2024
Canada Goose Jumps on Strong Fiscal Q4 Earnings While Amazon Falls on AWS Leadership Transition
Weekly Archive
Finn McGinnis | 05/15/24
Opportunity Equity Weekly Update for 5/3/2024 – 5/10/2024
Crocs Jumps on Strong Q1 Print While Coinbase Follows Bitcoin Lower
Weekly Archive
Finn McGinnis | 05/07/24
Opportunity Equity Weekly Update for 4/26/2024 – 5/3/2024
Amazon Rises on Record Profitability while Expedia Falls on Lower Guidance
Weekly Archive
Finn McGinnis | 04/30/24
Opportunity Equity Weekly Update for 4/19/2024 – 4/26/2024
Alphabet Inc. Reaches a New All-Time High after Announcing Earnings while Meta Falls on Increased CAPEX Guidance
Weekly Archive
Finn McGinnis | 04/23/24
Opportunity Equity Weekly Update for 4/12/2024 – 4/19/2024
United Airlines Rises on Strong Earnings while Coinbase Follows Bitcoin Lower
Weekly Archive
Finn McGinnis | 04/16/24
Opportunity Equity Weekly Update for 4/5/2024 – 4/12/2024
Alphabet Reaches an All-Time High on Chip Announcement while UBS falls on Swiss Banking Reform
Weekly Archive
William Keenan | 04/08/24
Opportunity Equity Weekly Update for 3/28/2024 – 4/5/2024
UBS Rises on Share Repurchase while United Falls on Delayed Investor Day
Weekly Archive
William Keenan | 04/02/24
Opportunity Equity Weekly Update for 3/22/2024 – 3/28/2024
S4 Rises on Takeover Interest while Meta Falls on Limited News
Weekly Archive
William Keenan | 03/25/24
Opportunity Equity Weekly Update for 3/15/2024 – 3/22/2024
Alphabet Rises on AI iPhone Integration while Precigen Falls on Downgrade
Weekly Archive
William Keenan | 03/19/24
Opportunity Equity Weekly Update for 3/8/2024 – 3/15/2024
Alphabet Rises on Autonomous Driving Unit while Coinbase Follows Bitcoin Prices Lower
Weekly Archive
William Keenan | 03/11/24
Opportunity Equity Weekly Update for 3/1/2024 – 3/8/2024
Seadrill Rises on Earnings while SoFi Declines on Capital Raise
Weekly Archive
William Keenan | 03/05/24
Opportunity Equity Weekly Update for 2/23/2024 – 3/1/2024
Norwegian Rises on Earnings while Green Thumb Declines on Earnings
Weekly Archive
William Keenan | 02/23/24
Opportunity Equity Weekly Update for 2/16/2024 – 2/23/2024
Travel + Leisure Rises on Earnings while Coinbase Follows Bitcoin Prices Lower
Weekly Archive
William Keenan | 02/20/24
Opportunity Equity Strategy Update for 2/9/2024 - 2/16/2024
Coinbase Rises on Earnings while Seadrill Declines on Limited News
Weekly Archive
William Keenan | 02/13/24
Opportunity Equity Weekly Update for 2/2/2024 – 2/9/2024
Coinbase Follows Bitcoin Prices Higher while Expedia Falls on Surprise CEO Transition
Weekly Archive
William Keenan | 02/06/24
Opportunity Equity Weekly Update for 1/26/2024 – 2/2/2024
Meta Rises on Earnings while Peloton Declines on Earnings
Weekly Archive
William Keenan | 01/29/24
Opportunity Equity Strategy Update for 1/19/2024 - 1/26/2024
United Airlines Rises on Earnings while Kosmos Declines Despite Rising Commodity Prices
Weekly Archive
William Keenan | 01/22/24
Opportunity Equity Weekly Update for 1/12/2024 – 1/19/2024
Western Alliance Rises on Earnings Anticipation while OneMain Declines on ABS Deterioration
Weekly Archive
William Keenan | 01/17/24
Opportunity Equity Weekly Update for 1/5/2024 – 1/12/2024
Crocs Rises on Earnings Pre-Announcement while Delta Declines on Earnings
Weekly Archive
William Keenan | 01/08/24
Opportunity Equity Weekly Update for 12/29/2023 – 1/5/2024
Citi Rises on Wells Fargo Upgrade while SoFi Declines on KBW Downgrade
Weekly Archive
William Keenan | 01/03/24
Opportunity Equity Weekly Update for 12/22/2023 – 12/29/2023
PureTech Continues to Rise on Karuna Acquisition while Travel Names Decline on Limited News
Weekly Archive
William Keenan | 12/27/23
Opportunity Equity Strategy Update for 12/15/2023 - 12/22/2023
Karuna Rises on Acquisition by Bristol Myers while Airlines Decline on Limited News
Weekly Archive
William Keenan | 12/19/23
Opportunity Equity Weekly Update for 12/8/2023 – 12/15/2023
Delta Continues to Rise on Strong Travel Outlook while Alphabet Falls on Epic Games Antitrust Ruling
Weekly Archive
William Keenan | 12/11/23
Opportunity Equity Weekly Update for 12/1/2023 – 12/8/2023
Delta Rises on Guidance Affirmation while Energy Names follow Commodity Prices Lower
Weekly Archive
William Keenan | 12/04/23
Opportunity Equity Strategy Update for 11/24/2023 - 12/1/2023
General Motors Rises on Guidance Reinstatement while Alibaba Continues to Decline on Change in Strategy
Weekly Archive
William Keenan | 11/27/23
Opportunity Equity Strategy Update for 11/17/2023 - 11/24/2023
Karuna Rises on Positive Phase 1b Trial Data while Peloton Falls on Thanksgiving “Turkey Burn” Outage
Weekly Archive
William Keenan | 11/20/23
Opportunity Equity Weekly Update for 11/10/2023 – 11/17/2023
Expedia Rises on Reported ValueAct Stake while Alibaba Declines on Spinoff Reversal
Weekly Archive
William Keenan | 11/14/23
Opportunity Equity Weekly Update for 11/3/2023 – 11/10/2023
Amazon and Meta Rise on New Deal while General Motors Falls on Cruise Unit Concerns
Weekly Archive
William Keenan | 11/07/23
Opportunity Equity Weekly Update for 10/27/2023 – 11/3/2023
Expedia Rises on Earnings while Canada Goose Declines on Lowered Guidance
Weekly Archive
William Keenan | 10/30/23
Opportunity Equity Weekly Update for 10/20/2023 – 10/27/2023
Capital One Rises on Earnings while Alphabet Declines on Disappointing Cloud Revenue
Weekly Archive
William Keenan | 10/23/23
Opportunity Equity Strategy Update for 10/13/2023 - 10/20/2023
Energy Transfer Follows Energy Higher while United Falls Despite Strong Earnings
Weekly Archive
William Keenan | 10/16/23
Opportunity Equity Weekly Update for 10/6/2023 – 10/13/2023
Citigroup Rises on Earnings while Transports Fall on Rising Oil Prices
Weekly Archive
William Keenan | 10/09/23
Opportunity Equity Weekly Update for 9/29/2023 – 10/6/2023
Alphabet Rises on AI-enabled Device Launch while GM Falls on Strike Concessions
Weekly Archive
William Keenan | 10/03/23
Opportunity Equity Weekly Update for 9/22/2023 – 9/29/2023
Peloton Rises on lululemon Partnership while Amazon Falls on FTC Suit
Weekly Archive
William Keenan | 09/25/23
Opportunity Equity Strategy Update for 9/15/2023 - 9/22/2023
Splunk Rises on Cisco Acquisition while S4 Capital Falls on Earnings
Weekly Archive
William Keenan | 09/18/23
Opportunity Equity Strategy Update for 9/8/2023 - 9/15/2023
Citi Rises on Corporate Reorganization while United Falls with Broader Sector
Weekly Archive
William Keenan | 09/11/23
Opportunity Equity Weekly Update for 9/1/2023 – 9/8/2023
Green Thumb Rises on Repurchase Announcement while on Peloton Falls on Bike Lawsuit
Weekly Archive
William Keenan | 09/05/23
Opportunity Equity Weekly Update for 8/25/2023 – 9/1/2023
UBS Rises on Earnings while Green Thumb Rises on HHS Recommendation
Weekly Archive
William Keenan | 08/28/23
Opportunity Equity Weekly Update for 8/18/2023 – 8/25/2023
Splunk Rises on Earnings while Peloton Falls on Earnings
Weekly Archive
William Keenan | 08/22/23
Opportunity Equity Strategy Update for 8/11/2023 - 8/18/2023
Energy Transfer Rises on Crestwood Acquisition while Farfetch Falls on Earnings
Weekly Archive
William Keenan | 08/14/23
Opportunity Equity Weekly Update for 8/4/2023 – 8/11/2023
Precigen Rises on FDA Approval while IAC Falls on Earnings
Weekly Archive
William Keenan | 08/08/23
Opportunity Equity Weekly Update for 7/28/2023 – 8/4/2023
Amazon Rises on Earnings while Expedia Falls on Earnings
Weekly Archive
William Keenan | 07/31/23
Opportunity Equity Strategy Update for 7/21/2023 - 7/28/2023
Alphabet and Meta Rise on Earnings while S4 Declines on Lowered Guidance
Weekly Archive
William Keenan | 07/25/23
Opportunity Equity Weekly Update for 7/14/2023 – 7/21/2023
United and Western Alliance Rise on Earnings while Farfetch Declines on Limited News
Weekly Archive
William Keenan | 07/18/23
Opportunity Equity Weekly Update for 7/7/2023 – 7/14/2023
Coinbase Rises on District Court Ruling while Delta Falls Despite Strong 2Q Earnings
Weekly Archive
William Keenan | 07/10/23
Opportunity Equity Strategy Update for 6/30/2023 - 7/7/2023
Alibaba Rises on Ant Fine while SoFi Falls Despite Supreme Court Decision
Weekly Archive
William Keenan | 07/05/23
Opportunity Equity Weekly Update for 6/23/2023 – 6/30/2023
Coinbase Rises on Bitcoin ETF Prospectuses while Alibaba Continues to Fall
Weekly Archive
William Keenan | 06/27/23
Opportunity Equity Weekly Update for 6/16/2023 – 6/23/2023
Coinbase Rises on Supreme Court Ruling while Alibaba Falls on Management Shakeup
Weekly Archive
William Keenan | 06/21/23
Opportunity Equity Weekly Update for 6/9/2023 – 6/16/2023
Delta Rises on Quarterly Dividend Resumption while Farfetch Falls Despite Logistics Partnership
Weekly Archive
William Keenan | 06/05/23
Opportunity Equity Weekly Update for 5/26/2023 – 6/2/2023
SoFi Rises on End of Student Loan Moratorium while Teva Declines on Rating Outlook Downgrade
Weekly Archive
William Keenan | 06/02/23
Opportunity Equity Strategy Update for 5/19/2023 - 5/26/2023
Meta Rises on Continued Efficiency Gains while Canada Goose Continues Post-Earnings Decline
Weekly Archive
William Keenan | 04/11/23
Opportunity Equity Update for Week Ended 4/7/23
Ovintiv Gains on Permian Acquisition while Expedia Falls Despite Chat-GPT Rollout
Weekly Archive
William Keenan | 04/04/23
Opportunity Equity Update for Week Ended 3/31/23
Alibaba Gains on Six Part Split while S4 Capital Falls on Underwhelming Revenue Guidance
Weekly Archive
William Keenan | 03/28/23
Opportunity Equity Update for Week Ended 3/24/23
Meta Gains on Potential TikTok Ban while Travel Names Continue to be Under Pressure on Recession Fears
Weekly Archive
William Keenan | 03/21/23
Opportunity Equity Update for Week Ended 3/17/23
Coinbase Follows Bitcoin Prices Higher while Travel Names Fall on Fears of Recession
Weekly Archive
William Keenan | 03/14/23
Opportunity Equity Update for Week Ended 3/10/23
Alaunos Remains Roughly Flat on 4Q Results while OneMain Falls on Fears of Broader Financial Sector Contagion
Weekly Archive
William Keenan | 03/07/23
Opportunity Equity Update for Week Ended 3/3/23
Cleveland-Cliffs Rises on Price Hike and Credit Rating Upgrade While Silvergate Falls on Delayed Form 10-K Filing
Weekly Archive
William Keenan | 02/28/23
Opportunity Equity Update for Week Ended 2/24/23
Farfetch Rises on Earnings While Coinbase Falls on Earnings Miss
Weekly Archive
William Keenan | 02/22/23
Opportunity Equity Update for Week Ended 2/17/23
Silvergate and Coinbase Follow Bitcoin Prices Higher While Ovintiv Follows Commodity Prices Lower
Weekly Archive
William Keenan | 02/14/23
Opportunity Equity Update for Week Ended 2/10/23
Uber Rises on Robust Profitability Outlook While Mattel Falls on Earnings Miss
Weekly Archive
William Keenan | 02/07/23
Opportunity Equity Update for Week Ended 2/3/23
Meta Rises on Improved Expense Outlook While Canada Goose Falls on Earnings Miss
Weekly Archive
William Keenan | 01/31/23
Opportunity Equity Update for Week Ended 1/27/23
Capital One Rises on Solid Results While Precigen Falls on Equity Offering Following Positive Phase 1 Trial Results
Weekly Archive
William Keenan | 01/24/23
Opportunity Equity Update for Week Ended 1/20/23
Google Rises on Headcount Reduction While United Falls Despite Strong Earnings and Outlook
Weekly Archive
William Keenan | 01/18/23
Opportunity Equity Update for Week Ended 1/13/23
United Rises on Strong Delta Earnings While Green Thumb Falls Despite Recreational Rollout in Connecticut
Weekly Archive
William Keenan | 01/10/23
Opportunity Equity Update for Week Ended 1/6/23
Alibaba Gains on Ant Group Regulatory Approval While Silvergate Falls on Worse than Expected 4Q 2022 Results
Weekly Archive
William Keenan | 01/04/23
Opportunity Equity Update for Week Ended 12/30/22
Alibaba and Farfetch Gains on China Reopening While Norwegian Continues Decline on Disappointing Carnival Earnings and Negative Court Ruling
Weekly Archive
William Keenan | 12/28/22
Opportunity Equity Update for Week Ended 12/23/22
Cleveland-Cliffs Gains on Pricing Increases While Norwegian Declines on Disappointing Carnival Earnings
Weekly Archive
William Keenan | 12/20/22
Opportunity Equity Update for Week Ended 12/16/22
SoFi Gains on Large Insider Purchase While Green Thumb Continues to Decline on Delayed SAFE Banking Legislation
Weekly Archive
William Keenan | 12/13/22
Opportunity Equity Update for Week Ended 12/9/22
Stitch Fix Gains on Bottom-Line Beat While Green Thumb Declines on Delayed SAFE Banking Legislation
Weekly Archive
William Keenan | 12/06/22
Opportunity Equity Update for Week Ended 12/2/22
Alibaba Gains on Moderating Zero-COVID Policies While Farfetch Declines on Disappointing Capital Markets Day Guidance
Weekly Archive
William Keenan | 11/29/22
Opportunity Equity Update for Week Ended 11/25/22
Silvergate Gains on Block.one Stakes While SoFi Falls on Senate Banking Committee Inquiry and Student Loan Moratorium Extension
Weekly Archive
William Keenan | 11/22/22
Opportunity Equity Update for Week Ended 11/18/22
Alibaba Gains on Earnings and Updated Zero-COVID Policy While Silvergate Continues to Fall Following FTX Bankruptcy
Weekly Archive
Christina Siegel Malbon | 11/15/22
Opportunity Equity Update for Week Ended 11/11/22
Farfetch Gains on Moderating Inflation and Updated Zero-COVID Policy While Cryptocurrency Names Fall in Sympathy with FTX Bankruptcy
Weekly Archive
Christina Siegel Malbon | 11/08/22
Opportunity Equity Update for Week Ended 11/4/22
Energy Names Follow Commodity Prices Higher While Teva fell on 3Q Earnings
Weekly Archive
Christina Siegel Malbon | 11/01/22
Opportunity Equity Update for Week Ended 10/28/22
OneMain Rises on Strong Earnings while Meta Falls on Earnings and Higher-than-Expected Expense Outlook
Weekly Archive
Christina Siegel Malbon | 10/24/22
Opportunity Equity Update for Week Ended 10/21/22
United Rises on Strong Earnings while Silvergate Falls on Lower Deposits
Weekly Archive
Christina Siegel Malbon | 10/17/22
Opportunity Equity Update for Week Ended 10/14/22
Delta Rises on Solid Earnings while Uber Falls on Renewed Gig Worker Scrutiny
Weekly Archive
Christina Siegel Malbon | 10/10/22
Opportunity Equity Update for Week Ended 10/7/22
Ovintiv and Diamondback Energy Gain on OPEC Production Cuts While PureTech Falls on Merger Talks
Weekly Archive
Christina Siegel Malbon | 10/04/22
Opportunity Equity Update for Week Ended 9/30/22
Ovintiv Follows Commodity Prices Higher While NCLH Falls in Sympathy with Carnival
Weekly Archive
Christina Siegel Malbon | 09/26/22
Opportunity Equity Update for Week Ended 9/23/22
Bausch Falls on Xifaxan Concerns While Ovintiv and Energy Transfer Follow Commodity Prices Lower
Weekly Archive
Christina Siegel Malbon | 09/19/22
Opportunity Equity Update for Week Ended 9/16/22
Uber Rises on CEO Presentation While Cleveland-Cliffs Followed Steel Prices Lower
Weekly Archive
Christina Siegel Malbon | 09/12/22
Opportunity Equity Update for Week Ended 9/9/22
ADT Rises on State Farm Investment While DXC Technology Falls on Limited News
Weekly Archive
Christina Siegel Malbon | 09/06/22
Opportunity Equity Update for Week Ended 9/2/22
Bausch Health Rises on Exchange Offer while Cleveland-Cliffs Follows Commodity Prices Lower
Weekly Archive
Christina Siegel Malbon | 08/30/22
Opportunity Equity Update for Week Ended 8/26/22
Farfetch Rises on Richemont Deal while Splunk Falls on Guidance
Weekly Archive
Christina Siegel Malbon | 08/23/22
Opportunity Equity Update for Week Ended 8/19/22
GM Rises on Resumption of Dividend and Buybacks While Teva Falls on Zantac Litigation
Weekly Archive
Christina Siegel Malbon | 08/15/22
Opportunity Equity Update for Week Ended 8/12/22
Karuna Rises on Positive KarXT Phase 3 Trial Results While Vontier Falls on CFO Transition
Weekly Archive
Christina Siegel Malbon | 08/08/22
Opportunity Equity Update for Week Ended 8/5/22
Uber Rises on Earnings While DXC Falls on Foreign Exchange Headwinds
Weekly Archive
Christina Siegel Malbon | 08/02/22
Opportunity Equity Update for Week Ended 7/29/22
Teva Rises on Opioid Litigation Settlement While Bausch Falls on Unfavorable Xifaxan Ruling
Weekly Archive
Christina Siegel Malbon | 07/26/22
Opportunity Equity Update for Week Ended 7/22/22
Amazon Gains on One Medical Acquisition While Alphabet Falls in Sympathy with Snap Earnings
Weekly Archive
Christina Siegel Malbon | 07/18/22
Opportunity Equity Update for Week Ended 7/15/22
Citi Gains on Earnings While Alibaba Falls on Renewed Regulatory Concerns
Weekly Archive
Christina Siegel Malbon | 07/11/22
Opportunity Equity Update for Week Ended 7/8/22
Splunk Gains on New Buy Rating While Energy Names Follow Commodity Prices Lower
Weekly Archive
Christina Siegel Malbon | 07/05/22
Opportunity Equity Update for Week Ended 7/1/22
Taylor Morrison Gained as Interest Rates Moved Lower While Farfetch Fell on Price Target Reductions
Weekly Archive
Christina Siegel Malbon | 06/27/22
Opportunity Equity Update for Week Ended 6/24/22
Alibaba Gains on Improved China Outlook While Diamondback Follows Commodities Lower Despite Increased Capital Return Program
Weekly Archive
Christina Siegel Malbon | 06/21/22
Opportunity Equity Update for Week Ended 6/17/22
TLT Puts Move Higher with Rates While Energy Names Fall on Lower Commodity Prices
Weekly Archive
Christina Siegel Malbon | 06/13/22
Opportunity Equity Update for Week Ended 6/10/22
Alibaba Gains on Potential Regulatory Easing while Norwegian Falls on Price Target Decreases
Weekly Archive
Christina Siegel Malbon | 06/06/22
Opportunity Equity Update for Week Ended 6/3/22
Amazon Gains on Anticipation of Stock Split While United, Delta Drop on Higher Fuel Concerns
Weekly Archive
Christina Siegel Malbon | 05/31/22
Opportunity Equity Update for Week Ended 5/27/22
Ovintiv, Diamondback Rise in Sympathy with Crude Prices While Bausch Health, Tupperware Drop on Price Target Cuts
Weekly Archive
Christina Siegel Malbon | 05/24/22
Opportunity Equity Update for Week Ended 5/20/22
Teva Gains on Upgrade While Norwegian Falls on Price Target Cut
Weekly Archive
Christina Siegel Malbon | 05/17/22
Opportunity Equity Update for Week Ended 5/13/22
Taylor Morrison Gains on Rate Pullback While Ovintiv Falls on Earnings Release
Weekly Archive
Christina Siegel Malbon | 05/10/22
Opportunity Equity Update for Week Ended 5/6/22
Energy Names Rise on Higher Crude Prices while Tupperware Falls on Earnings
Weekly Archive
Christina Siegel Malbon | 05/03/22
Opportunity Equity Update for Week Ended 4/29/22
Alibaba Climbs as Government Calls for Normalization of Regulation While Amazon Falls on Cost Deleverage
Weekly Archive
Christina Siegel Malbon | 04/26/22
Opportunity Equity Update for Week Ended 4/22/22
Delta Gains on Earnings Momentum While Teva Falls on FDA Ruling
Weekly Archive
Christina Siegel Malbon | 04/19/22
Opportunity Equity Update for Week Ended 4/14/22
Delta Gains on Lower Loss While Alphabet Falls on Higher CapEx Guidance
Weekly Archive
Christina Siegel Malbon | 04/11/22
Opportunity Equity Update for Week Ended 4/8/22
Teva Gains on Barclays Upgrade While Amazon Falls on Warehouse Unionization
Weekly Archive
Christina Siegel Malbon | 04/04/22
Opportunity Equity Update for Week Ended 4/1/22
Norwegian Gains on Positive Initiation While Taylor Morrison Falls on Downgrade
Weekly Archive
Christina Siegel Malbon | 03/28/22
Opportunity Equity Update for Week Ended 3/25/22
Diamondback and Ovintiv Gain on Higher Energy Prices While Taylor Morrison Falls on Higher Interest Rates
Weekly Archive
Christina Siegel Malbon | 03/21/22
Opportunity Equity Update for Week Ended 3/18/22
JD and Alibaba Rebound on Positive Government Commentary While ET Falls with Energy Prices
Weekly Archive
Christina Siegel Malbon | 03/14/22
Opportunity Equity Update for Week Ended 3/11/22
Weekly Archive
Christina Siegel Malbon | 03/07/22
Opportunity Equity Update for Week Ended 3/4/22
Tupperware Gains on Accelerated Share Repurchase While DXC Falls on Russia/Ukraine Exposure
Weekly Archive
Christina Siegel Malbon | 02/28/22
Opportunity Equity Update for Week Ended 2/25/22
Farfetch Gains on Strong Topline Growth While Herbalife Falls After Earnings Miss
Weekly Archive
Christina Siegel Malbon | 02/22/22
Opportunity Equity Update for Week Ended 2/18/22
Mattel Gains on Investor Day While Vontier Falls on EMV Revenue Headwinds
Weekly Archive
Christina Siegel Malbon | 02/14/22
Opportunity Equity Update for Week Ended 2/11/22
Mattel Gains on Strong FY22 Guidance While Canada Goose Falls on FY22 Guidance Reduction
Weekly Archive
Christina Siegel Malbon | 02/07/22
Opportunity Equity Update for Week Ended 2/4/22
DXC Gains on Free Cash Flow Beat While Meta Falls on Weaker Guidance
Weekly Archive
Christina Siegel Malbon | 01/31/22
Opportunity Equity Update for Week Ended 1/28/22
Diamondback Energy Rises on Higher Energy Prices While Alibaba Falls on Price Target Reductions
Weekly Archive
Christina Siegel Malbon | 01/25/22
Opportunity Equity Update for Week Ended 1/21/22
SoFi Rises on Bank Charter while Farfetch Falls on Multiple Price Target Reductions
Weekly Archive
Christina Siegel Malbon | 01/19/22
Opportunity Equity Update for Week Ended 1/14/22
Diamondback and Ovintiv Rise on Higher Fuel Prices while JP Morgan Falls on Higher Expense Guidance
Weekly Archive
Christina Siegel Malbon | 01/11/22
Opportunity Equity Update for Week Ended 1/7/22
Diamondback Rises on Higher Oil Prices While Taylor Morrison Falls on Higher Interest Rates
Weekly Archive
Christina Siegel Malbon | 01/03/22
Opportunity Equity Update for Week Ended 12/31/21
Green Thumb Rises on New Market Entry while NCLH Falls on CDC Recommendation
Weekly Archive
Christina Siegel Malbon | 12/21/21
Opportunity Equity Update for Week Ended 12/17/21
Uber Rises on CEO Commentary While GM Falls on Cruise CEO Departure
Weekly Archive
Christina Siegel Malbon | 12/14/21
Opportunity Equity Update for Week Ended 12/10/21
NCLH Rises After Omicron Fears Ease While Stitch Fix Falls After Disappointing Guidance
Weekly Archive
Christina Siegel Malbon | 12/07/21
Opportunity Equity Update for Week Ended 12/3/21
Taylor Morrison Rises on Higher-than-Expected Pending Home Sales While JD Falls on Broader Chinese Internet Selloff
Weekly Archive
Christina Siegel Malbon | 11/30/21
Opportunity Equity Update for Week Ended 11/26/21
Diamondback Gains on Price Target Increases While Norwegian Falls on Omicron Variant Fears
Weekly Archive
Christina Siegel Malbon | 11/22/21
Opportunity Equity Update for Week Ended 11/19/21
Matterport Gains on Increased Visibility while Farfetch Falls on Earnings
Weekly Archive
Christina Siegel Malbon | 11/15/21
Opportunity Equity Update for Week Ended 11/12/21
Green Thumb Gains on Strong Outlook while Norwegian Falls on Earnings
Weekly Archive
Christina Siegel Malbon | 11/09/21
Opportunity Equity Update for Week Ended 11/5/21
Canada Goose Gains on Strong Outlook while Tupperware Falls on Earnings
Weekly Archive
Christina Siegel Malbon | 11/01/21
Opportunity Equity Update for Week Ended 10/29/21
Matterport Gains on Wedbush Recommendation while Teva Falls on Earnings
Weekly Archive
Christina Siegel Malbon | 10/25/21
Opportunity Equity Update for Week Ended 10/22/21
Farfetch Gains on Richemont Speculation While OneMain Falls on Earnings
Weekly Archive
Christina Siegel Malbon | 10/18/21
Opportunity Equity Update for Week Ended 10/15/21
Splunk Gained on Positive Report While Delta Fell on Disappointing 4Q Guidance
Weekly Archive
Christina Siegel Malbon | 10/11/21
Opportunity Equity Update for Week Ended 10/8/21
Diamondback Energy Gains on Rising Commodities Prices While Facebook Falls on Whistleblower Testimony
Weekly Archive
Christina Siegel Malbon | 10/04/21
Opportunity Equity Update for Week Ended 10/1/21
Diamondback Energy and Energy Transfer Gain on Rising Commodities Prices While Matterport Falls Despite new Buy Rating
Weekly Archive
Christina Siegel Malbon | 09/27/21
Opportunity Equity Update for Week Ended 9/24/21
Uber Rises as Profitability Comes Sooner Than Expected, While Alibaba Falls on Fears Over Evergrande
Weekly Archive
Christina Siegel Malbon | 09/21/21
Opportunity Equity Update for Week Ended 9/17/21
Matterport Gains on Price Target Increase While Alibaba Falls on Continued Regulatory Pressure
Weekly Archive
Christina Siegel Malbon | 09/13/21
Opportunity Equity Update for Week Ended 9/10/21
Matterport Rises on Price Target Increase, Stitch Fix Falls on Negative Article
Weekly Archive
Christina Siegel Malbon | 09/07/21
Opportunity Equity Update for Week Ended 9/3/21
Matterport Rises on Expansion of Service Locations, While Capital One Falls on Downgrade
Weekly Archive
Christina Siegel Malbon | 08/30/21
Opportunity Equity Update for Week Ended 8/27/21
Norwegian Cruise Lines Rises on Vaccine Approval, While Grayscale Bitcoin Trust Falls as Bitcoin Momentum Slows
Weekly Archive
Christina Siegel Malbon | 08/26/21
Opportunity Equity Update for Week Ended 8/20/21
Grasyscale Gains on Bitcoin Rise, While DXC Falls on Downgrade
Weekly Archive
Christina Siegel Malbon | 08/16/21
Opportunity Equity Update for Week Ended 8/13/21
Rocket Rises on Strong Guidance, while WW International Falls on Earnings Miss
Weekly Archive
Christina Siegel Malbon | 08/09/21
Opportunity Equity Update for Week Ended 8/6/21
Tupperware Rises on Strong Results, While ADT Falls On Continued Growth Spend
Weekly Archive
Christina Siegel Malbon | 08/03/21
Opportunity Equity Update for Week Ended 7/30/21
Teva Rises on Settlement Optimism, While Amazon.com Falls on Revenue Miss.
Weekly Archive
Christina Siegel Malbon | 07/27/21
Opportunity Equity Update for Week Ended 7/23/21
Facebook Rises On Price Target Increase, While Alibaba Falls on Regulatory Concern
Weekly Archive
Christina Siegel Malbon | 07/19/21
Opportunity Equity Update for Week Ended 7/16/21
Alibaba Rises on Potential Collaboration with Tencent While Norwegian Declines on Delta Variant Concerns
Weekly Archive
Christina Siegel Malbon | 07/12/21
Opportunity Equity Update for Week Ended 7/9/21
Amazon Rises on Pentagon Deal Cancellation, While WW Falls on Morgan Stanley Report
Weekly Archive
Christina Siegel Malbon | 07/06/21
Opportunity Equity Update for Week Ended 7/2/21
Facebook Rises on FTC Complaint Dismissal, While Acuity Brands Falls on Market Guidance
Weekly Archive
Christina Siegel Malbon | 06/29/21
Opportunity Equity Update for Week Ended 6/25/21
Diamondback Energy Rises on Positive Reports, While Amazon.com Falls on Unionization Efforts
Weekly Archive
Christina Siegel Malbon | 06/22/21
Opportunity Equity Update for Week Ended 6/18/21
Amazon.com Rises on Strong Sell Side Report, While DXC Technology Falls During Investor Day
Weekly Archive
Christina Siegel Malbon | 06/14/21
Opportunity Equity Update for Week Ended 6/11/21
The RealReal Rises on M&A Speculation While Alibaba Falls on Chinese Tech Fears
Weekly Archive
Christina Siegel Malbon | 06/08/21
Opportunity Equity Update for Week Ended 6/4/21
Desktop Metal Rises on Price Target Increase While Delta Falls on Updated Guidance
Weekly Archive
Christina Siegel Malbon | 06/01/21
Opportunity Equity Update for Week Ended 5/28/21
Farfetch Gains on New CEO Compensation Plan, While Teva Falls Despite Licensing Agreement
Weekly Archive
Christina Siegel Malbon | 05/24/21
Opportunity Equity Update for Week Ended 5/21/21
ADT Rises on Greenlight Investment, while Acuity Brands Falls on Acquisition
Weekly Archive
Christina Siegel Malbon | 05/18/21
Opportunity Equity Update for Week Ended 5/14/21
Energy Transfer Rises on Price Target Changes, While the RealReal Falls on Earnings
Weekly Archive
Christina Siegel Malbon | 05/10/21
Opportunity Equity Update for Week Ended 5/7/21
WW International Surges on Optimistic Guidance, while Quotient Falls on Disappointing Results
Weekly Archive
Christina Siegel Malbon | 05/03/21
Opportunity Equity Update for Week Ended 4/30/21
Capital One Gained on 1Q Results While Uber Fell on Driver Classification Concerns
Weekly Archive
Christina Siegel Malbon | 04/26/21
Opportunity Equity Update for Week Ended 4/23/21
Vroom Rises on Rising Used Car Prices, While Teva Falls on Lawsuit Uncertainty
Weekly Archive
Christina Siegel Malbon | 04/19/21
Opportunity Equity Update for Week Ended 4/16/21
Alibaba Rises on Regulatory Settlement, While Norwegian Cruise Lines Falls on Reopening Concerns
Weekly Archive
Christina Siegel Malbon | 04/12/21
Opportunity Equity Update for Week Ended 4/9/21
Norwegian Cruise Lines gains on Plans to Restart Service While WW International Falls on Morgan Stanley Downgrade
Weekly Archive
Christina Siegel Malbon | 04/05/21
Opportunity Equity Update for Week Ended 4/1/21
Acuity Brands Gains on Strong Earnings While MetroMile Falls on Earnings
Weekly Archive
Christina Siegel Malbon | 03/29/21
Opportunity Equity Update for Week Ended 3/26/21
Acuity Brands Gains on Upgrade While Discovery Declines on Block Trades
Weekly Archive
Christina Siegel Malbon | 03/23/21
Opportunity Equity Update for Week Ended 3/19/21
Facebook Rises on Positive Shop Data while Uber Falls On Worker Classification
Weekly Archive
Christina Siegel Malbon | 03/16/21
Opportunity Equity Update for Week Ended 3/12/21
Desktop Metal Rebounds on Aluminum Sintering Breakthrough, While Stitch Fix Falls on Earnings
Weekly Archive
Christina Siegel Malbon | 03/09/21
Opportunity Equity Update for Week Ended 3/5/21
Diamondback Energy Surges with Energy Prices, while Vroom Falls on Earnings Disappointment
Weekly Archive
Christina Siegel Malbon | 03/02/21
Opportunity Equity Update for Week Ended 2/26/21
Norwegian Cruise Lines Gain on Strong 2022 Bookings, While ADT Falls on 2021 Guidance
Weekly Archive
Christina Siegel Malbon | 02/22/21
Opportunity Equity Update for Week Ended 2/19/21
Norwegian Cruise Lines Fall on Sailing Delay, While Uber Falls on UK Trial Loss
Weekly Archive
Christina Siegel Malbon | 02/17/21
Opportunity Equity Update for Week Ended 2/12/21
Quotient Technology Rises on Strong Quarterly Performance, Teva Falls on Opioid Settlement Pessimism
Weekly Archive
Christina Siegel Malbon | 02/08/21
Opportunity Equity Update for Week Ended 2/5/21
Desktop Metal Rises on Product Announcement, while DXC Technology Drops on End to Merger Talks
Weekly Archive
Christina Siegel Malbon | 02/01/21
Opportunity Equity Update for Week Ended 1/29/21
Rocket Rises on New National Mortgage Broker Directory, While Taylor Morrison Falls on Disappointing December New Home Sales
Weekly Archive
Christina Siegel Malbon | 01/25/21
Opportunity Equity Update for Week Ended 1/22/21
Stitch Fix Gains as Keybanc Increase Price Target, while Energy Transfer Falls on Fears of Extended Pipeline Closure
Weekly Archive
Christina Siegel Malbon | 01/19/21
Opportunity Equity Update for Week Ended 1/15/21
Stitch Fix Gains in Sympathy with POSH IPO, While Precigen Falls Despite Pipeline Progress
Weekly Archive
Christina Siegel Malbon | 01/11/21
Opportunity Equity Update for Week Ended 1/8/21
DXC Rises on Takeover Approach, while Genworth Tumbles on Missed Merger Deadline
Weekly Archive
Christina Siegel Malbon | 01/04/21
Opportunity Equity Update for Week Ended 12/31/20
Alibaba Rises on Stock Buyback Increase, while Taylor Morrison Falls on Housing Data
Weekly Archive
Christina Siegel Malbon | 12/29/20
Opportunity Equity Update for Week Ended 12/24/20
Uber Rises on Positive Data, while Alibaba Falls on Regulatory Pressure
Weekly Archive
Christina Siegel Malbon | 12/21/20
Opportunity Equity Update for Week Ended 12/18/20
Stitch Fix Gains on Price Target Increases, While UBER Falls Despite Upgrades
Weekly Archive
Christina Siegel Malbon | 12/14/20
Opportunity Equity Update for Week Ended 12/11/20
Stitch Fix Soars on Earnings Beat While WW Falls as Oprah Sells
Weekly Archive
Christina Siegel Malbon | 12/07/20
Opportunity Equity Update for Week Ended 12/4/20
Uber Rises on Analyst Upgrades while Stitch Fix Falls on Rating Downgrade
Weekly Archive
Christina Siegel Malbon | 11/30/20
Opportunity Equity Update for Week Ended 11/27/20
Farfetch Rises on Analyst Upgrade while Genworth Falls on Deal Concerns
Weekly Archive
Christina Siegel Malbon | 11/24/20
Opportunity Equity Update for Week Ended 11/20/20
Discovery Rises on Plans for Streaming Service While CVS Falls on Competition from Amazon.com
Weekly Archive
Christina Siegel Malbon | 11/16/20
Opportunity Equity Update for Week Ended 11/13/20
Farfetch Rises on Strong Earnings While Alibaba Falls on Regulatory Action
Weekly Archive
Christina Siegel Malbon | 11/10/20
Opportunity Equity Update for Week Ended 11/6/20
Farfetch Gains Alibaba and Richemont Investment While Quotient Falls on Disappointing Guidance
Weekly Archive
Christina Siegel Malbon | 11/02/20
Opportunity Equity Update for Week Ended 10/30/20
Puretech Gains on Potential ADS Listing While Uber Falls Ahead of Prop 22 Vote
Weekly Archive
Christina Siegel Malbon | 10/26/20
Opportunity Equity Update for Week Ended 10/23/20
Farfetch Gains In Sympathy with Luxury Earnings, While Taylor Morrison Falls on Below Expectations Housing Data
Weekly Archive
Christina Siegel Malbon | 10/20/20
Opportunity Equity Update for Week Ended 10/16/20
Flexion Gain on Sales Preannouncement, While Precigen Falls Despite FDA Approval
Weekly Archive
Christina Siegel Malbon | 10/12/20
Opportunity Equity Update for Week Ended 10/9/20
Precigen Soars on Increased Stake by Merck KGaA, While Vroom Falls on New Underperform Rating
Weekly Archive
Christina Siegel Malbon | 10/05/20
Opportunity Equity Update for Week Ended 10/2/20
DXC Gains on Health and Human Services Sale, Flexion Falls on Minimal News
Weekly Archive
Christina Siegel Malbon | 09/28/20
Opportunity Equity Update for Week Ended 9/25/20
Vroom Gains on Analyst Upgrade, DXC Technology Falls Below 50-day Moving Average
Weekly Archive
Christina Siegel Malbon | 09/21/20
Opportunity Equity Update for Week Ended 9/18/20
BHC Gains on Business Update, ADT Falls on Secondary Equity Offering
Weekly Archive
Christina Siegel Malbon | 09/14/20
Opportunity Equity Update for Week Ended 9/11/20
RH Gains on Strong Earnings, Vroom Falls on Equity Raise
Weekly Archive
Christina Siegel Malbon | 09/08/20
Opportunity Equity Update for Week Ended 9/4/20
Genworth Soars on Transaction Optimism, while Farfetch Falls
Weekly Archive
Christina Siegel Malbon | 08/31/20
Opportunity Equity Update for Week Ended 8/28/20
Worday Surges on Strong Earnings and Outlook, While Farfetch Falls as They Welcome a New Competitor
Weekly Archive
Christina Siegel Malbon | 08/24/20
Opportunity Equity Update for Week Ended 8/21/20
Precigen Gains on Therapy Development Progress, While Teva Drops on DOJ Lawsuit
Weekly Archive
Christina Siegel Malbon | 08/17/20
Opportunity Equity Update for Week Ended 8/14/20
Farfetch Gains on 2Q Results While Teva Falls on Missed 2Q
Weekly Archive
Christina Siegel Malbon | 08/10/20
Opportunity Equity Update for Week Ended 8/7/20
ADT Gains on Google Partnership While Bausch Falls on Separation Announcement
Weekly Archive
Christina Siegel Malbon | 08/03/20
Opportunity Equity Update for Week Ended 7/31/20
Farfetch Gains on Price Target Increases While Boeing Declines on 2Q Earnings
Weekly Archive
Christina Siegel Malbon | 07/27/20
Opportunity Equity Update for Week Ended 7/24/20
Peloton Gains on Price Target Increase While Stitch Fix Falls Below 50-day Moving Average
Weekly Archive
Christina Siegel Malbon | 07/20/20
Opportunity Equity Update for Week Ended 7/17/20
Taylor Morrison Home Corp Gains on Strong June Housing Data While Amazon, Tech Lags
Weekly Archive
Christina Siegel Malbon | 07/13/20
Opportunity Equity Update for Week Ended 7/10/20
Farfetch Gains on Price Target Increase While Energy Transfer Falls on Dakota Access Pipeline Shutdown
Weekly Archive
Christina Siegel Malbon | 07/06/20
Opportunity Equity Update for Week Ended 7/2/20
Farfetch Gains Price Target Increases While Teva Falls on Price Fixing Concerns
Weekly Archive
Christina Siegel Malbon | 06/29/20
Opportunity Equity Update for Week Ended 6/26/20
Farfetch Gains on Updated Guidance While Facebook Falls as Boycott Increases
Weekly Archive
Christina Siegel Malbon | 06/22/20
Opportunity Equity Update for Week Ended 6/19/20
Bausch Gains on Raised Price Target While United Falls on New Financing
Weekly Archive
Christina Siegel Malbon | 06/15/20
Opportunity Equity Update for Week Ended 6/12/20
Farfetch Gains on Expected Market Share Gains While Endo Falls on Opioid Concerns
Weekly Archive
Christina Siegel Malbon | 06/08/20
Opportunity Equity Update for Week Ended 6/5/20
Airlines Gain on Better Summer Outlook While Workday Down on Minimal News
Weekly Archive
Christina Siegel Malbon | 06/01/20
Opportunity Equity Update for Week Ended 5/29/20
Flexion Gains on Guggenheim Buy Rating While Ziopharm Falls as their President Leaves
Weekly Archive
Christina Siegel Malbon | 05/26/20
Opportunity Equity Update for Week Ended 5/22/20
RH Gains on JPMorgan Report While Alibaba Falls on Senate Bill
Weekly Archive
Christina Siegel Malbon | 05/18/20
Opportunity Equity Update for Week Ended 5/15/20
Peloton Gains on 1M Connected Fitness Subs While Farfetch Declines on 1Q Results
Weekly Archive
Christina Siegel Malbon | 05/11/20
Opportunity Equity Update for Week Ended 5/8/20
Farfetch Gains Following Capital Raise While Quotient Falls on 1Q Results
Weekly Archive
Christina Siegel Malbon | 05/04/20
Opportunity Equity Update for Week Ended 5/1/20
Homebuilders Gain in Sympathy with DR Horton While Amazon Declines on COVID Expenses
Weekly Archive
Christina Siegel Malbon | 04/27/20
Opportunity Equity Update for Week Ended 4/24/20
Weekly Archive
Christina Siegel Malbon | 04/20/20
Opportunity Equity Update for Week Ended 4/17/20
Farfetch Gains on Preliminary 1Q20 results While Banks Fall on Earnings
Weekly Archive
Christina Siegel Malbon | 04/13/20
Opportunity Equity Update for Week Ended 4/9/20
Farfetch Climbs on Analyst Report While Peloton Declines on Pausing of Live Classes
Weekly Archive
Christina Siegel Malbon | 04/06/20
Opportunity Equity Update for Week Ended 4/3/20
Teva Gains on FDA Approval of Emergency Covid Treatment While Airlines Decline on High Cash Burn
Weekly Archive
Christina Siegel Malbon | 03/30/20
Opportunity Equity Update for Week Ended 3/27/20
Airlines Climb on CARE Act Passage While Stitch Fix Down on Warehouse Closures
Weekly Archive
Christina Siegel Malbon | 03/24/20
Opportunity Equity Update for Week Ended 3/20/20
Peloton Gains as Gyms Close While Airlines Decline on Lower Demand
Weekly Archive
Christina Siegel Malbon | 03/16/20
Opportunity Equity Update for Week Ended 3/13/20
GTY Technology Warrants Gain on Solid Q4 While Stich-Fix Falls on Lower Guidance
Weekly Archive
Christina Siegel Malbon | 03/09/20
Opportunity Equity Update for Week Ended 3/6/20
Genworth Up on NYC Agreement in Principal While Brighthouse Decline on Fed Rate Cut
Weekly Archive
Christina Siegel Malbon | 03/02/20
Opportunity Equity Update for Week Ended 2/28/20
Peloton Up on At-Home-Fitness Focus from Coronavirus While American Airlines Down on Negative Travel Impact from Coronavirus
Weekly Archive
Christina Siegel Malbon | 02/25/20
Opportunity Equity Update for Week Ended 2/21/20
Teva’s Price Target Raised at UBS While Tivity Falls on Disappointing Results and Guidance
Weekly Archive
Christina Siegel Malbon | 02/18/20
Opportunity Equity Update for Week Ended 2/14/20
OneMain Gains After 4Q Results While Quotient Falls on 2020 Guidance
Weekly Archive
Christina Siegel Malbon | 02/10/20
Opportunity Equity Update for Week Ended 2/7/20
Teva and Endo Up on Opioid Settlement Optimism While Ziopharm Down on Equity Raise
Weekly Archive
Christina Siegel Malbon | 02/03/20
Opportunity Equity Update for Week Ended 1/31/20
Amazon Climbs After Strong Earnings While Facebook Falls on 1Q Deceleration
Weekly Archive
Christina Siegel Malbon | 01/27/20
Opportunity Equity Update for Week Ended 1/24/20
Lennar Gains on December Home Sales While Alibaba Falls on Coronavirus Fears
Weekly Archive
Christina Siegel Malbon | 01/21/20
Opportunity Equity Update for Week Ended 1/17/20
Endo and Teva Gain on Perrigo Earnings and Opioid Settlement Speculation While Flexion Falls Below the 50-Day
Weekly Archive
Christina Siegel Malbon | 01/13/20
Opportunity Equity Update for Week Ended 1/10/20
Lennar Gains on Strong Earnings While ADT Falls on Defenders Acquisition
Weekly Archive
Christina Siegel Malbon | 01/06/20
Opportunity Equity Update for Week Ended 1/3/20
Endo Raised to Overweight at Piper Jaffray While American Airlines Falls on Oil Price Spike
Weekly Archive
Christina Siegel Malbon | 12/30/19
Opportunity Equity Update for Week Ended 12/27/19
Flexion Gains on Revised Zilretta Label While OneMain Dropped from Stephen’s 2020 Best Ideas List
Weekly Archive
Christina Siegel Malbon | 12/23/19
Opportunity Equity Update for Week Ended 12/20/19
Medifast Gains on Take-out Rumors While Quotient Declines on New Sell Rating
Weekly Archive
Christina Siegel Malbon | 12/16/19
Opportunity Equity Update for Week Ended 12/13/19
Genworth Gains on Canadian Sale Approval While Tivity Declines on Dawn’s Surprise Departure
Weekly Archive
Christina Siegel Malbon | 12/09/19
Opportunity Equity Update for Week Ended 12/6/19
RH Gains on Strong 3Q Results While Opioid Names Fall on Renewed Concerns
Weekly Archive
Christina Siegel Malbon | 12/02/19
Opportunity Equity Update for Week Ended 11/29/19
Peloton Soars on Reports of Strong Holiday Traffic While Intrexon Falls Below its 50-Day Moving Average
Weekly Archive
Christina Siegel Malbon | 11/25/19
Opportunity Equity Update for Week Ended 11/22/19
Discovery Gains on Malone Purchase While Qualcomm Declines on Disappointing Guidance
Weekly Archive
Christina Siegel Malbon | 11/18/19
Opportunity Equity Update for Week Ended 11/15/19
Weekly Archive
Christina Siegel Malbon | 11/12/19
Opportunity Equity Update for Week Ended 11/8/19
Quotient Gains on 3Q Beat While Medifast Falls on 3Q Disappointment
Weekly Archive
Christina Siegel Malbon | 11/04/19
Opportunity Equity Update for Week Ended 11/1/19
Bausch Gains on New Outperform Rating While Lennar and Pulte Lower
Weekly Archive
Christina Siegel Malbon | 10/28/19
Opportunity Equity Update for Week Ended 10/25/19
American Up on 3Q EPS Beat While Endo is Down on No Additional Progress Towards Global Opioid Settlement
Weekly Archive
Christina Siegel Malbon | 10/21/19
Opportunity Equity Update for Week Ended 10/18/19
Endo Up on Potential Opioid Settlement While Ziopharm Down on Negative Article
Weekly Archive
Christina Siegel Malbon | 10/14/19
Opportunity Equity Update for Week Ended 10/11/19
Stitch Fix Inc. Crosses Above the 50-day While Eventbrite Falls Below the 50-day
Weekly Archive
Christina Siegel Malbon | 10/07/19
Opportunity Equity Update for Week Ended 10/4/19
Endo International Rises Above its 100-Day Moving Average While Bausch Health Falls on Xifaxan Suit
Weekly Archive
Christina Siegel Malbon | 09/30/19
Opportunity Equity Update for Week Ended 9/27/19
RH Gains on Price Target Increase While Micron Declines on Disappointing Guidance
Weekly Archive
Christina Siegel Malbon | 09/23/19
Opportunity Equity Update for Week Ended 9/20/19
ADT Gains After Presenting at Goldman Conference While American Falls on Higher Oil Prices
Weekly Archive
Christina Siegel Malbon | 09/16/19
Opportunity Equity Update for Week Ended 9/13/19
RH Gains on 2Q Beat and Raise While Facebook Declines
Weekly Archive
Christina Siegel Malbon | 09/09/19
Opportunity Equity Update for Week Ended 9/6/19
Endo Up on CCH FDA Submission While Mallinckrodt Down on Hiring of Restructuring Consultants
Weekly Archive
Christina Siegel Malbon | 09/03/19
Opportunity Equity Update for Week Ended 8/30/19
Flexion Up on Continued Zilretta Acceleration While Alexion Down on Soliris Patent Challenge
Weekly Archive
Christina Siegel Malbon | 08/26/19
Opportunity Equity Update for Week Ended 8/23/19
Endo Up on Ohio Opioid Settlement While Intrexon Falls Below 100 and 200-day Moving Average
Weekly Archive
Christina Siegel Malbon | 08/19/19
Opportunity Equity Update for Week Ended 8/16/19
Genworth Gains on Canadian Sale While Ziopharm Declines
Weekly Archive
Christina Siegel Malbon | 08/12/19
Opportunity Equity Update for Week Ended 8/9/19
Flexion Gains on 2Q Results While Quotient Falls on 2Q Earnings
Weekly Archive
Christina Siegel Malbon | 08/05/19
Opportunity Equity Update for Week Ended 8/2/19
Ziopharm Gains with $45M Raise While Brighthouse Financial Falls on Rate Cut
Weekly Archive
Christina Siegel Malbon | 07/29/19
Opportunity Equity Update for Week Ended 7/26/19
Ziopharm Rises with New CFO While Flexion Falls on Price Target Decline
Weekly Archive
Christina Siegel Malbon | 07/22/19
Opportunity Equity Update for Week Ended 7/19/19
Eventbrite Crosses the 50-day Moving Average While Endo, Teva and Mallinckrodt Fall on Opioid Concerns
Weekly Archive
Christina Siegel Malbon | 07/15/19
Opportunity Equity Update for Week Ended 7/12/19
MU Gains on Japan’s New Restrictions While BHC and ALXN Fall Below the 50, 100 and 200-day Moving Average
Weekly Archive
Christina Siegel Malbon | 07/08/19
Opportunity Equity Update for Week Ended 7/5/19
RH Gains on Tariff Truce While Flexion Falls Below 50 and 100-day Moving Average
Weekly Archive
Christina Siegel Malbon | 07/01/19
Opportunity Equity Update for Week Ended 6/28/19
Micron Advances On Strong Earnings Results While Lennar Falls on Weaker Outlook
Weekly Archive
Christina Siegel Malbon | 06/24/19
Opportunity Equity Update for Week Ended 6/21/19
Genworth Crosses 50-day Moving Average While ADT Falls Below 50-day Moving Average
Weekly Archive
Christina Siegel Malbon | 06/17/19
Opportunity Equity Update for Week Ended 6/14/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 06/10/19
Opportunity Equity Update for Week Ended 6/7/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 06/03/19
Opportunity Equity Update for Week Ended 5/31/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 05/28/19
Opportunity Equity Update for Week Ended 5/24/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 05/20/19
Opportunity Equity Update for Week Ended 5/17/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 05/13/19
Opportunity Equity Update for Week Ended 5/10/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 05/06/19
Opportunity Equity Update for Week Ended 5/3/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 04/29/19
Opportunity Equity Update for Week Ended 4/26/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 04/22/19
Opportunity Equity Update for Week Ended 4/18/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 04/15/19
Opportunity Equity Update for Week Ended 4/12/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 04/08/19
Opportunity Equity Update for Week Ended 4/5/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 04/01/19
Opportunity Equity Update for Week Ended 3/29/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 03/25/19
Opportunity Equity Update for Week Ended 3/22/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 03/18/19
Opportunity Equity Update for Week Ended 3/15/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 03/11/19
Opportunity Equity Update for Week Ended 3/8/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 03/04/19
Opportunity Equity Update for Week Ended 3/1/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 02/25/19
Opportunity Equity Update for Week Ended 2/22/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 02/19/19
Opportunity Equity Update for Week Ended 2/15/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 02/11/19
Opportunity Equity Update for Week Ended 2/8/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 02/04/19
Opportunity Equity Update for Week Ended 2/1/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 01/28/19
Opportunity Equity Update for Week Ended 1/25/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 01/22/19
Opportunity Equity Update for Week Ended 1/18/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 01/14/19
Opportunity Equity Update for Week Ended 1/11/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 01/07/19
Opportunity Equity Update for Week Ended 1/4/19
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 12/31/18
Opportunity Equity Update for Week Ended 12/28/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 12/24/18
Opportunity Equity Update for Week Ended 12/21/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 12/18/18
Opportunity Equity Update for Week Ended 12/14/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 12/10/18
Opportunity Equity Update for Week Ended 12/7/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 12/03/18
Opportunity Equity Update for Week Ended 11/30/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 11/26/18
Opportunity Equity Update for Week Ended 11/23/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 11/19/18
Opportunity Equity Update for Week Ended 11/16/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 11/12/18
Opportunity Equity Update for Week Ended 11/9/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 11/05/18
Opportunity Equity Update for Week Ended 11/2/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 10/29/18
Opportunity Equity Update for Week Ended 10/26/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 10/22/18
Opportunity Equity Update for Week Ended 10/19/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 10/15/18
Opportunity Equity Update for Week Ended 10/12/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 10/08/18
Opportunity Equity Update for Week Ended 10/5/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 10/01/18
Opportunity Equity Update for Week Ended 9/28/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 09/24/18
Opportunity Equity Update for Week Ended 9/21/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 09/17/18
Opportunity Equity Update for Week Ended 9/14/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 09/10/18
Opportunity Equity Update for Week Ended 9/7/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 09/04/18
Opportunity Equity Update for Week Ended 8/31/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 08/27/18
Opportunity Equity Update for Week Ended 8/24/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 08/20/18
Opportunity Equity Update for Week Ended 8/17/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 08/13/18
Opportunity Equity Update for Week Ended 8/10/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 08/06/18
Opportunity Equity Update for Week Ended 8/3/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 07/30/18
Opportunity Equity Update for Week Ended 7/27/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 07/23/18
Opportunity Equity Update for Week Ended 7/20/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 07/16/18
Opportunity Equity Update for Week Ended 7/13/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 07/09/18
Opportunity Equity Update for Week Ended 7/6/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 07/02/18
Opportunity Equity Update for Week Ended 6/29/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 06/25/18
Opportunity Equity Update for Week Ended 6/22/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 06/18/18
Opportunity Equity Update for Week Ended 6/15/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 06/11/18
Opportunity Equity Update for Week Ended 6/8/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 06/04/18
Opportunity Equity Update for Week Ended 6/1/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 05/29/18
Opportunity Equity Update for Week Ended 5/25/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 05/21/18
Opportunity Equity Update for Week Ended 5/18/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 05/14/18
Opportunity Equity Update for Week Ended 5/11/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 05/07/18
Opportunity Equity Update for Week Ended 5/4/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 04/30/18
Opportunity Equity Update for Week Ended 4/27/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 04/23/18
Opportunity Equity Update for Week Ended 4/20/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 04/16/18
Opportunity Equity Update for Week Ended 4/13/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 04/09/18
Opportunity Equity Update for Week Ended 4/6/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 04/02/18
Opportunity Equity Update for Week Ended 3/29/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 03/26/18
Opportunity Equity Update for Week Ended 3/23/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 03/19/18
Opportunity Equity Update for Week Ended 3/16/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 03/12/18
Opportunity Equity Update for Week Ended 3/9/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 03/05/18
Opportunity Equity Update for Week Ended 3/2/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 02/26/18
Opportunity Equity Update for Week Ended 2/23/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 02/20/18
Opportunity Equity Update for Week Ended 2/16/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 02/12/18
Opportunity Equity Update for Week Ended 2/9/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 02/05/18
Opportunity Equity Update for Week Ended 2/2/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 01/29/18
Opportunity Equity Update for Week Ended 1/26/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 01/22/18
Opportunity Equity Update for Week Ended 1/19/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 01/16/18
Opportunity Equity Update for Week Ended 1/12/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 01/08/18
Opportunity Equity Update for Week Ended 1/5/18
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 01/02/18
Opportunity Equity Update for Week Ended 12/29/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 12/27/17
Opportunity Equity Update for Week Ended 12/22/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 12/18/17
Opportunity Equity Update for Week Ended 12/15/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 12/11/17
Opportunity Equity Update for Week Ended 12/8/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 12/04/17
Opportunity Equity Update for Week Ended 12/1/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 11/27/17
Opportunity Equity Update for Week Ended 11/24/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 11/20/17
Opportunity Equity Update for Week Ended 11/17/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 11/13/17
Opportunity Equity Update for Week Ended 11/10/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 11/06/17
Opportunity Equity Update for Week Ended 11/3/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 10/30/17
Opportunity Equity Update for Week Ended 10/27/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 10/23/17
Opportunity Equity Update for Week Ended 10/20/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 10/16/17
Opportunity Equity Update for Week Ended 10/13/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 10/09/17
Opportunity Equity Update for Week Ended 10/6/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 10/02/17
Opportunity Equity Update for Week Ended 9/29/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 09/25/17
Opportunity Equity Update for Week Ended 9/22/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 09/18/17
Opportunity Equity Update for Week Ended 9/15/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 09/11/17
Opportunity Equity Update for Week Ended 9/8/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 09/05/17
Opportunity Equity Update for Week Ended 9/1/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 08/28/17
Opportunity Equity Update for Week Ended 8/25/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 08/21/17
Opportunity Equity Update for Week Ended 8/18/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 08/14/17
Opportunity Equity Update for Week Ended 8/11/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 08/07/17
Opportunity Equity Update for Week Ended 8/4/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 07/31/17
Opportunity Equity Update for Week Ended 7/28/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 07/24/17
Opportunity Equity Update for Week Ended 7/21/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 07/17/17
Opportunity Equity Update for Week Ended 7/14/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 07/10/17
Opportunity Equity Update for Week Ended 7/7/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 07/03/17
Opportunity Equity Update for Week Ended 6/30/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 06/26/17
Opportunity Equity Update for Week Ended 6/23/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 06/19/17
Opportunity Equity Update for Week Ended 6/16/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 06/12/17
Opportunity Equity Update for Week Ended 6/9/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 06/05/17
Opportunity Equity Update for Week Ended 6/2/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 05/30/17
Opportunity Equity Update for Week Ended 5/26/17
Endo Pharmaceuticals crosses 100-day moving average while Alexion Pharmaceuticals moves lower on management shakeup
Weekly Archive
Christina Siegel Malbon | 05/22/17
Opportunity Equity Update for Week Ended 5/19/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 05/15/17
Opportunity Equity Update for Week Ended 5/12/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 05/08/17
Opportunity Equity Update for Week Ended 5/5/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 05/01/17
Opportunity Equity Update for Week Ended 4/28/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 04/24/17
Opportunity Equity Update for Week Ended 4/21/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 04/17/17
Opportunity Equity Update for Week Ended 4/13/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 04/10/17
Opportunity Equity Update for Week Ended 4/7/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 04/03/17
Opportunity Equity Update for Week Ended 3/31/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 03/27/17
Opportunity Equity Update for Week Ended 3/24/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 03/20/17
Opportunity Equity Update for Week Ended 3/17/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 03/13/17
Opportunity Equity Update for Week Ended 3/10/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 03/06/17
Opportunity Equity Update for Week Ended 3/3/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 02/27/17
Opportunity Equity Update for Week Ended 2/24/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 02/24/17
Opportunity Equity Update for Week Ended 2/3/17
Apple moves up after strong first quarter results, while American Airlines moves down amid fears Trump’s travel ban will lead to more flight restrictions
Weekly Archive
Christina Siegel Malbon | 02/24/17
Opportunity Equity Update for Week Ended 2/10/17
Quotient moves up after strong fourth quarter results, While Twitter moves down after disappointing fourth quarter results and first quarter guidance
Weekly Archive
Christina Siegel Malbon | 02/24/17
Opportunity Equity Update for Week Ended 2/17/17
OneMain Holdings moves up after earnings announcement, While Pangaea moves down
Weekly Archive
Christina Siegel Malbon | 01/30/17
LMM Opportunity Equity Update for Week Ended 1/27/17
Weekly Archive
Christina Siegel Malbon | 01/23/17
LMM Opportunity Equity Update for Week Ended 1/20/17
Weekly Archive
Christina Siegel Malbon | 01/17/17
LMM Opportunity Equity Strategy Update for Week Ended 1/13/17
Weekly Archive
Christina Siegel Malbon | 01/09/17
LMM Opportunity Equity Strategy Update for Week Ended 1/6/17
Weekly Archive
Christina Siegel Malbon | 01/03/17
LMM Opportunity Equity Strategy Update for Week Ended 12/30/16
Weekly Archive
Christina Siegel Malbon | 12/27/16
LMM Opportunity Equity Strategy Update for Week Ended 12/23/16
Weekly Archive
Christina Siegel Malbon | 12/19/16
LMM Opportunity Equity Strategy Update for Week Ended 12/16/16
Weekly Archive
Christina Siegel Malbon | 12/12/16
LMM Opportunity Equity Strategy Update for Week Ended 12/9/16
Apple Moves Higher on iWatch Sales, While Endo Pharmaceuticals Declines after Trumps’ Statement
Weekly Archive
Christina Siegel Malbon | 12/05/16
LMM Opportunity Equity Strategy Update for Week Ended 12/2/16
Pandora Moves Higher on M&A Speculation, While Valeant Ends Talks on Salix Sale
No articles found within the current criteria.
Please modify your filters and try again.
Filter By:
All Posts By Samantha McLemore Bill Miller's Historical Letters +More
Investor Insights Weekly Performance ReviewAuthors
Weekly Performance Review
Finn McGinnis | 11/19/24
Opportunity Equity Weekly Update for 11/8/2024 – 11/15/2024
Coinbase Jumps in Sympathy with Bitcoin while IAC Falls Despite a Topline Beat