A Top-Down Approach to Investing in Healthcare – Presented by Dr. Jeffrey W. Ross at #VALUExVail 2018

The following (slightly edited) PowerPoint presentation was given by Dr. Jeffrey W. Ross at #VALUExVail on June 28, 2018. Special thanks to Vitaliy Katsenelson for allowing a “top-down,” trend-following lecture to be presented at a hard-core value investor conference! JeffRossUpdatedVALUExVail2018 The following tickers were briefly presented within the lecture: $IBB $SBIO $CELG $REGN $ILMN $AMGN $BIIB $BMY $GILD $BIB $SLP …

New Positions at Vailshire Partners LP (July 9-13)

New LONG position(s) in Vailhsire Partners, LP last week: $TWLO $IDXX $TSG $SLP Closed LONG position(s): $SLX New SHORT position(s): None. Covered SHORT position(s): None. Gross July returns (through 7/13/18): 6.0% Gross YTD returns through 7/13/18: 13.6%   Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO and managed by Dr. Jeffrey W. Ross. The hedge …

Worth a watch: The State of Artificial Intelligence – Andrew Ng

  This fantastic lecture was presented by artificial intelligence (AI) expert, Andrew Ng, at MIT’s EmTech conference. Watch as Andrew describes the new AI era, where a traditional technology company plus a neural network does NOT equal an AI company… a common misconception among business owners and investors! According to Ng, a modern-day AI company requires: Strategic data acquisition Unified data …

The Big Mac Is Dead – Beef Up Your Portfolio With Nathan’s Famous Hot Dogs Instead

Originally posted on Seeking Alpha Summary It’s time to make the move from hamburgers to hot dogs. Sustained growth of revenues and earnings makes Nathan’s Famous Inc a compelling stock to own. Insider ownership makes a huge difference in terms of shareholder-friendliness. The Eulogy McDonald’s (NYSE:MCD) investors have long enjoyed tremendous returns, thanks to billions and billions of burgers served …

Gilead Sciences: A Coiled Spring.

If you study the following chart, courtesy of Gurufocus.com, you will notice that Gilead Sciences (NASDAQ: GILD) has been stuck in a sideways trading pattern since August 2014. This is unfortunate news for the impatient speculator, but great news for the patient long-haul investor. Let me explain… At Vailshire Capital Management, LLC, we believe that owners of equities should consider …

The Market is Putting the Wrong Company in the Bargain Bin

Initially founded by Stephan A. Schwarzman in 1985 with a balance sheet of $400,000, Blackstone (NYSE: BX) has morphed into a behemoth global investment and advisory firm with total assets under management (AUM) of $279 billion as of June 30, 2014. A publicly traded firm since its 2007 IPO, Blackstone can be broken down conceptually into four investment vehicles: Private …

America’s Oil & Gas Boom: Does it Matter to Investors?

In today’s Wall Street Journal, Chip Cummins wrote a smart article revealing the deleterious effects of America’s shale oil (& gas) boom upon our friendly neighbor to the north: Canada. In a nutshell, the massive increase in production and reserves of the United States’ light, “sweet” crude is revolutionizing and reorganizing the world’s energy markets.  Canada, with its massive supply …

13 for ’13: First Quarter Results

If you joined with me and invested in some (or all) of my “13 for ’13” recommendations at the start of the new year, you may be interested to see how we have faired so far in 2013.  The ride has been exciting … because it’s always more fun to ride investments up than to watch them crash down!  In …

Is the Verismo a Flop? How Starbucks Investors Should Respond.

Starbucks (NASDAQ: SBUX) continues to try to invade our kitchens. This time their goal is to create the perfect home-brewed espresso beverage with their long-anticipated Verismo 580 machine.  After much hype this autumn, the official verdict remains to be seen.  The jury is still out on whether the Verismo will be profitable for Starbucks, or a flop.  I’m betting on the latter. Questions …