Integer Investments
Academic evidence on trading strategies and insider transactions
Insiders often buy or sell shares in their companies. These events are considered by many as indicative of future performance. However,...
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Adriano Milani
- Sep 8, 2020
- 7 min
STORE Capital: buy the superior business model
STORE Capital (STOR) is an undervalued REIT with great long-term prospects, despite the currently challenging times.
Integer Investments
- Aug 8, 2020
- 10 min
Axon: great business, too expensive
Axon is transforming itself form a hardware provider to a software company that also produces devices. Axon’s products and services...
Integer Investments
- Apr 13, 2020
- 9 min
Is China overtaking the US sooner than expected?
A few days ago I was reading a Bloomberg article, discussing whether Chinese authorities should stick to their 6% GDP growth objective or...
Integer Investments
- Apr 7, 2020
- 5 min
Companies we are buying: WIX
We entered this market with a conservative portfolio, but we are now adding a position that we think provide long-term value: Wix.com
Integer Investments
- Mar 22, 2020
- 5 min
What stocks to buy in this market
We are starting to build positions in high quality companies at reasonable valuations. Here we provide some ideas.
Integer Investments
- Mar 12, 2020
- 7 min
What does Warren Buffett think about the current market?
I will try to summarize Warren Buffett thoughts, and put them in perspective to our investment position.
Integer Investments
- Mar 9, 2020
- 6 min
Market update: From bad to worse
The oil market has tanked 21% in one day The situation might quickly deteriorate if it is not resolved soon We explain the current market...
Integer Investments
- Mar 1, 2020
- 16 min
Letter to investors
The coronavirus is worrying investors
Markets have declined 15% from their peaks
We were cautious before the pandemic, and we continue ...
Cristiano Bellavitis, Ph.D.
- May 8, 2018
- 1 min
A Balance Sheet Analysis of the Major Australian Banks (ANZ, CBA, NAB, WBC)
- What is a balance sheet? - Some facts about the GFC in the U.S. - A comparison of the balance sheet composition of the main Australian...
Cristiano Bellavitis, Ph.D.
- Feb 25, 2018
- 6 min
Berkshire letter: A summary and a few comments
As every year, Buffett disclosed his annual letter to shareholders. Below we summarize the main key points. Year to date Berkshire...
Ben Roberts
- Nov 14, 2017
- 8 min
Is Kimberly-Clark Corporation anything more than an income stock?
- The company is relatively cheap compared to the Consumer Staples market. - Low organic growth has posed problems for the company -...
Ben Roberts
- Nov 14, 2017
- 1 min
Disney: Earnings Expectations
Disney (NYSE:DIS) is one of the best brands in the world and has grown significantly over the past two decades, transforming itself from...
Callum Lo
- Oct 31, 2017
- 1 min
Alphabet's Earnings: High Profitability Even As Key Metrics Worsen
- Google plans to release its quarterly earnings on October 26. - Two key metrics, cost per click and traffic acquisition cost, worsen...
Callum Lo
- Oct 26, 2017
- 1 min
What To Expect From Alphabet's Upcoming Earnings
-Google plans to release its quarterly earnings on October 26. - Key metrics such as cost-per-click and traffic acquisition costs are...
Jesse Medcalf
- Oct 24, 2017
- 1 min
Microsoft Earnings Expectations
- Microsoft is expected to release its latest quarterly earnings on Thursday, October 26. - Analysts are expecting EPS of $0.73 for the...
Jesse Medcalf
- Oct 23, 2017
- 1 min
How Does Fortinet Stack Up Against Cisco?
- The cybersecurity market is growing, and a number of key drivers point to continued industry growth. - Fortinet has a differentiated...
Ben Roberts
- Oct 23, 2017
- 1 min
Disney: Is Long-Term Growth A Possibility?
- The company now trades at a near 20% discount to the market. - Disney’s shift towards direct-to-consumer distribution could provide...
Jennifer Chin
- Oct 23, 2017
- 1 min
Update On Antares Pharma, Post Complete Response Letter
- The U.S Food and Drug Administration issued a CRL to Antares Pharma on the 20th Oct in regard to their drug: XYOSTED. - Concerns about...
Callum Lo
- Oct 22, 2017
- 1 min
American Express Earnings' Discussion
- American Express’ moves to compete with products offered by firms like JPMorgan Chase appear to be paying off. - The firm has released...
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