Caution Needed in Stock Market

Reading Time: 3 minutes When stock market was in free fall in March 2020, I wrote a post on Linkedin on March 21st. After launching this website, same post can be found here. I used all the available information at that time to screen for potential investments. Most of the stocks mentioned in the post have done very well. …

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Shift4: another acquirer coming public?

Reading Time: 3 minutes Shift4 is an integrated payment processing and technology solution provider in USA. It will trade as a public stock tomorrow. In this post, I am sharing some basic stats on the business, what I like and what I think is worth watching in coming years. Key data points: Founded in 1999 by Jared Isaacman at age 16 (biggest …

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Market tanked, now what?

Reading Time: 6 minutes Markets around the world are down anywhere from 20% to 40% YTD causing massive losses for many investors. In past few days, many investors and friends have pinged me so I am writing my thoughts in this post.  Source: Bloomberg I will breakdown post into two segments (1) What is happening and why? (2) Is it time …

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