Archive

Monday, May 16, 2022

How to Spot and Trade 'Forever Stocks'

By Keith Kaplan

Since the start of the New Year, up-and-coming growth stocks like Affirm (AFRM), Roblox (RBLX), and Shopify (SHOP) are down more than 50%... So-called "must own" tech stalwarts like Netflix (NFLX) and Meta Platforms (FB) have suffered 35% haircuts from the start of the year. When it comes to wealth building, we all know that […]

Saturday, May 14, 2022

Five Moves to Make to Step Back From the Market's Pain

By Keith Kaplan

Editor's note: In today's Weekend Edition of Empire Financial Daily, we're sharing insights from our friend and colleague Keith Kaplan, the CEO of our corporate affiliate TradeSmith... At TradeSmith, Keith uses his more than two decades of experience as a software architect and cloud engineer to leverage the power of software for everyday investors. TradeSmith […]

Friday, May 13, 2022

How Some Companies Cheat... All So They Don't Miss Estimates

By Herb Greenberg

Here's something that somehow fell through the holes of grabbing headlines, but shows just how desperate some companies are to 'make' their numbers... It all has to do with something at quarter-end that was called "the art of the close" at Rollins (ROL), which owns the Orkin exterminating company. And it's everything you hear about […]

Thursday, May 12, 2022

It's Time to Capitalize on the SPAC Scrap Heap

By Bryan Beach

Raising money for an unknown purpose isn't exactly an easy sell... As I explained yesterday, 19th-century industry titan Henry Villard was only able to pull it off because he spent years establishing a reputation as a rainmaker... and people were lining up to invest alongside him. That's how Villard established the first of what would […]

Wednesday, May 11, 2022

The Evolution of the 'Blank-Check Company'

By Bryan Beach

Editor's note: Here at Empire Financial Research, Enrique Abeyta has been notoriously bullish on special purpose acquisition companies ("SPACs")... even amid the recent carnage. As the more questionable SPACs have gone bust, Enrique says that the opportunity in the sector has actually grown. And he isn't the only one who's bullish... Over at our corporate […]

Tuesday, May 10, 2022

How the Stock of an Iconic Brand Unwound

By Herb Greenberg

The tale of this stock is also a tale of this market, filled with irony and luck... I call it the "Tale of the TUP"... I'm talking about Tupperware Brands (TUP), the company whose iconic brand has become the Kleenex of plastic storage containers. Last week, Tupperware reported extremely disappointing first-quarter results – so bad […]

Monday, May 9, 2022

Four More Keys to Long-Term Investment Success

By Whitney Tilson

On Saturday, I shared three important lessons that I've learned from more than two decades on Wall Street... These are: Beware of speculating, avoid the hottest sectors, and think independently. Let your winners run. Tune out the noise and focus on fundamentals. And in today's essay, I'd like to share four more lessons you can […]

Saturday, May 7, 2022

Three Keys to Long-Term Investment Success

By Whitney Tilson

For the first dozen years of running my own hedge fund, I crushed the market – nearly tripling my investors' money in a flat market... Along the way, my assets under management grew from $1 million to $200 million. And I made a lot of money for myself. I don't tell you this to brag. […]

Friday, May 6, 2022

How So Many Investors Confused Brains With a Bull Market... Also, a Note on Housing Prices

By Herb Greenberg

One hallmark of the past (fill in the blank) years is that some investors only know a world in which stocks go straight up... And that every dip is a buying opportunity in every stock. It goes for private companies, too – perhaps especially private companies, with so many born-in-a-bull-market entrepreneurs confusing brains with a […]

Wednesday, May 4, 2022

First-Timer Notes From Capitalist Coachella

By Berna Barshay

I finally made it to Value Investing Woodstock... aka Nerdchella... aka the Berkshire Hathaway (BRK-B) annual meeting in Omaha... I have been meaning to experience this meeting for at least 20 years, but something always got in the way. Late April/early May is a busy time of year – when I was younger, it was […]

Tuesday, May 3, 2022

The 'Gambling Parlor' of the Markets... And Buffett, Bitcoin, and the Mailbag

By Herb Greenberg

Warren Buffett stated the obvious at Berkshire Hathaway's (BRK-B) annual meeting over the weekend when he said the markets have become a 'gambling parlor'... The reality is, they've always been. After all, the saying "play the market" has been around forever... It's Wall Street's version of "playing the ponies." The difference this time was the […]

Monday, May 2, 2022

The Multitrillion-Dollar Opportunity in the Digital World

By Enrique Abeyta

Would you pay $450,000 to be neighbors with a celebrity? And that's not all... What if it was to be a digital neighbor? Well, that's how much one person spent to own a plot of virtual land next to rapper Snoop Dogg's "house" in a digitally created space back in early December. The headline-grabbing amount […]

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Empire Financial Research

Berna Barshay

Berna Barshay is editor of Empire Financial Daily and a contributing editor to the Empire Stock Investor and Empire Investment Report newsletters. She graduated cum laude from Princeton University and earned her MBA from Harvard Business School in 1997. Following her graduation, Barshay spent 20 years on Wall Street. She began her career in equity derivatives at Goldman Sachs and later worked as a buy-side equity analyst at Sanford Bernstein, where she covered global consumer cyclicals and conglomerates. Later, Barshay spent five years working as a portfolio manager of the Ingleside Select Fund, a long/short fund with a focus on value and event-driven stocks. She later was a portfolio manager at Swiss Re, where she managed the Consumer long/short book on the equity proprietary trading desk. She has additional experience as a buy-side analyst at several long/short hedge funds – including Sky Zone Capital, Metropolitan Capital, Buckingham Capital, and LaGrange Capital – where she primarily covered consumer and technology, media, and Internet stocks in the U.S. and Europe, with some additional work in financials and energy. Barshay is a fashion enthusiast, a pop culture addict, obsessive indoor cycler, and prolific social media user. She currently lives in New York with her husband, daughter, and three dogs.

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Empire Financial Research

Herb Greenberg

Herb Greenberg is a senior editor at Empire Financial Research. Previously, he was the co-founder of Pacific Square Research and Greenberg Meritz Research & Analytics – both independent, short-biased investment research firms. Greenberg spent more than 40 years as a financial journalist at some of the country's leading newspapers, websites, and broadcast media, where he covered almost every industry. He served as senior stocks commentator at CNBC and was financial correspondent at the Chicago Tribune. He also spent 10 years as the daily business columnist for the San Francisco Chronicle, during which time he started his five-year run as Fortune's monthly Against the Grain columnist and was the morning business reporter for San Francisco's KRON-TV. When the Internet and online media were still emerging, Greenberg was one of the first mainstream journalists to make the shift online, when he became senior columnist at TheStreet. He later shifted to the same role at MarketWatch. When Dow Jones bought out MarketWatch, he added a weekend investor column for the Wall Street Journal to the mix. Earlier in his career, Greenberg was a reporter at Crain's Chicago Business and a business reporter for the St. Paul Pioneer Press. He also spent a year as an analyst at a risk arbitrage firm. Greenberg holds a bachelor's degree in journalism from the University of Miami and completed the Herbert J. Davenport Fellowship at the University of Missouri.

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