Credit Bubble Stocks
Friday, September 20, 2024
Marriott International Inc (MAR) Five Year Comparison
›
Something that we are looking for in a business is the ability for its earnings (really, its free cash flow available for distribution) to k...
1 comment:
Thursday, September 19, 2024
Thursday Night Links
›
The tricky thing is that it is hard to go back to the rap and scrabble of real research when you have climbed so high above it. Penguin will...
Thursday, September 12, 2024
Thursday Night Links
›
Owning a tiny slice of a fund that owns larger slices of pipelines no one knows about but power our economy at a fundamental level is much l...
Thursday, September 5, 2024
Thursday Night Links
›
Private investing (historically private equity and increasingly recently private credit) has arguably delivered attractive returns over the ...
Monday, August 26, 2024
Guest Post: @PdxSag Summer Road Trip
›
[It's summer and that brings out travel blogs. Our Credit Bubble Stocks correspondent , @PdxSag , went on a two week road trip out wes...
Saturday, August 24, 2024
Saturday Links
›
We are a very data-driven company. Now, most companies say that, and everybody goes by that old saying that “in God, we trust; everybody e...
Friday, August 9, 2024
Friday Afternoon Links
›
The anti-Israel reaction to the attacks of October 7th, 2023 reveal the rotten roots of these contradicting approaches. The Biological Left,...
›
Home
View web version