My Take on The Market This was a good week in the market, which was a welcome relief. We had a big bailout announced by the federal government and some estimates of how bad COVID19 could be came down a...
Normally I love my Saturday mornings. This is when I write the weekly newsletter and it gives me a chance to review the prior week in the market and look for meaningful insight into our companies and what investors...
Tailwinds' Take: announcing a share repurchase demonstrates management's confidence in the current business and the strength of the balance sheet. We believe this will likely put a floor in the stock from which it can build. LUXEMBOURG and NEW YORK,...
Sometimes a typo can hit the sweet spot, right? When I got the text that we're entering a beer market...well, let's just say that I couldn't have agreed more. Stocks are in free-fall, the country is entering a national...
~ Akazoo trades at less than 1/3 Spotify’s EV to REV multiple ~ Growth of 50% in 2020 is double Spotify ~ Share repurchase coming soon This week saw Super Tuesday as Americans in 14 states came out to vote in the...
As I look out my office window here in NorCal and see the blossoms on the tree, it's tough to remember that it's still winter for most of the country. The drought seems to have returned here which means...
Tailwinds' Take: share repurchases demonstrate the the company is fully funded and that they have high confidence in the current and future business. With acquisitions hopefully coming soon, I believe a share repurchase is an extremely positive indicator on...
This feels like a very strange time in the market. Usually markets overreact to news. Violent swings to extreme levels are the common occurrence around major market moving events. The coronavirus would appear to be one of these situations....
The disruptive forces of the internet, technology, streaming, and OTT services are well known. They have not only created new industries but forced existing entities to change their business models in order to survive. This is particularly true of...
I was skiing outside Seattle last weekend. Steven's Pass ski resort, to be precise. They have gotten a lot of snow up there this winter and the base was great. There was also a foot and a half of...
DFC Advisory Services LLC (dba Tailwinds Research) is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.