Yay or Nay: AgroFresh Solutions

DISCLOSURE: THE AUTHOR HOLDS A SIGNIFICANT AMOUNT IN OWN PORTFOLIO. Summary AgroFresh (the Company) receives a Yay rating due to an impressive product portfolio, strong financial profile, and aligned management and board. Our target range is $7.54 – 8.74 per share. Valuation Know that everyone wants to get to the bones first so I’m switching… Continue reading Yay or Nay: AgroFresh Solutions

The End of Fundamental Investing

As of this bull market, fundamental investing is dead. Look at all the companies with outsized gains for last year and you’ll find that majority of them aren’t even profitable or worse, cash-flow positive. Yet their stock is skyrocketing which leads us to a simple question, why? For those of you too lazy to read… Continue reading The End of Fundamental Investing

What’s up with Alternative Investments

Many of you reading our blog probably know that investing your money is a critical component in growing your wealth. The typical investments people think of are stocks, bonds and gold. What is commonly overlooked are the many lesser know investments such as fine art and startups just to name a few. Today, we will… Continue reading What’s up with Alternative Investments