Friday, May 22, 2020

Perdoceo: Downside Risk Emerges

Less than two months ago, I discussed Perdoceo as a potential value idea. Unfortunately, a new risk has arisen which is stopping me from continuing to enjoy the upward momentum.

Tuesday, May 19, 2020

Culp

Culp Inc. sells mattress and furniture fabrics to mattress and furniture makers. The stock has taken an absolute nosedive, down almost 90% since its 2016 high, and also down 55% since the beginning of the year. With these numbers, it's behaving like a risky, over-levered bit player, but nothing could be further from the truth.

Friday, May 15, 2020

Wabash Your Head In

Wabash National "designs, manufactures, and distributes transportation and various industrial products primarily in the United States. The company operates through three segments: Commercial Trailer Products, Diversified Products, and Final Mile Products. The Commercial Trailer Products segment provides dry van trailers; platform trailers; refrigerated trailers; converter dollies, big tire haulers, and steel coil haulers; aftermarket parts and services; and used trailers."

Thursday, May 7, 2020

22 Immutable Laws of Branding

What's a good brand? How do you make it better? How do you make it worse? Al Ries takes these questions on in The 22 Immutable Laws of Branding.

Monday, May 4, 2020

Station Eleven

The pandemic theme of my book selections continued with Station Eleven, a novel during which a flu pandemic takes out most of the world's population.

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