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Farallon Capital Shows DermTech Stake

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  • Per the filing, Farallon now owns 9.8% of DermTech as of August 29th with exposure to over 1.23 million shares.
  • Their stake is comprised of 615,385 shares and they also hold "Series A Preferred Shares (as defined in the Preliminary Note) convertible into an aggregate of 615,385 shares."
  • Per Yahoo Finance, DermTech is "a molecular genomics company, develops and markets novel non-invasive diagnostic tests to diagnosis skin cancer and related conditions in the United States.

Tiger Global Still Buying Sunrun Shares

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  • Chase Coleman 's hedge fund firm Tiger Global has filed yet another Form 4 with the SEC indicating their activity in Sunrun (RUN) shares.
  • As we've detailed previously, Tiger Global has been out buying RUN shares and they've continued to do so into September.The latest filing indicates they were out buying 654,011 shares in total across September 4th through 6th with the bulk at weighted average prices of $15.247 and $15.501.
  • After these recent buys, Tiger Global now owns over 25.2 million shares of Sunrun.

Baupost Group Increases Translate Bio Stake

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  • Per the filing, Baupost now owns 24.06% of the company with over 12.27 million shares as of August 31st.
  • The company is developing MRT5005, which is in Phase I/II clinical trial for the treatment of cystic fibrosis; and MRT5201 to treat ornithine transcarbamylase deficiency.
  • It has a collaboration and license agreement with Sanofi Pasteur Inc. to develop mRNA vaccines for up to five infectious disease pathogens.

8 Dividend Stocks For A Rainy Day

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Average: 4.5 (2 votes)

A pessimist might say life is a series of bad things happening... then we die. I certainty wouldn't go that far, but life often deals us unfortunate circumstances to work through at what seems to be the most inopportune times. During this most recent economic downturn, many people lost their jobs at a time when companies weren't hiring. When things like this happen, those with an alternative income, including dividend growth stocks, are in a better position to deal with the circumstances thrust on them.

Charlie Munger: Don’t Invest Like A Lemming

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  • AUDIENCE MEMBER: Very good morning to Mr. Buffett and Mr. Munger.
  • We have here in the Bookworm, copies of “The Intelligent Investor”, and I think it’s as great a book now as I did when I read it early, I guess, in 1950.
  • That’s the book that gave me the philosophy that has taken me now for a lot of years.

Latest Research: Will Value Investing Ever Rebound?

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  • The paper discusses the two major reasons for the demise of value investing and speculates on the likelihood of a resurgence.
  • Here’s an abstract:
  • The business press claims that the long-standing and highly popular value investing strategy—investing in low-valued stocks and selling short high-valued equities—lost its edge since 2007.

The Pluses And Minuses Of Facebook’s Libra

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  • Tyrone Ross: So this is what Facebook was looking to do.
  • If there’s a way for people to monetize it to make their lives better and they don’t align with your values but they can benefit from it to improve themselves, again that’s just a juxtaposition of life, wherever there’s bad there’s always good, and where evil there’s always prosperity.
  • And I’m like, “Oh god.” So again, they could keep people off.

Mitie disappointment or Mitie dividend potential?

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  • Mitie Group is the UK’s largest facilities management (FM) company and it joined my personal portfolio and the UK Value Investor model portfolio way back in 2011.
  • In layman’s terms, Mitie provides corporate and government clients with outsourced services (mostly property-related such as maintenance, security and cleaning) so that its clients can focus on their core activities rather than non-core activities like fixing a boiler or cutting the grass.

“All German Shares” series – Part 1

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  • 1: DEMIRE (Deutsche Mittelstands Real Estate) AG – ISIN DE000A0XFSF0
  • The company has a market cap of 530 mn EUR and is stating an NAV of ~5,85 EUR compared to its latest stock price of around 4,90 EUR.
  • Tiny real estate company (market cap 15 mn) with problems and in the process of being squeezed out.

Shiller PE 10: Advantages, Criticisms, and Implementation

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The purpose of Shiller PE10 is to provide long term risk to reward analysis based on earnings and current prices. Used properly, Shiller PE will guide you to asset allocation decisions that improve your long term returns and lower risk of large portfolio drawdowns.

Joel Greenblatt: It Will Always Be Possible To Beat The Market, Here’s Why

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  • There’s huge dispersion going on within that average between stocks that are in favor that people love emotionally and stocks that people hate.
  • Within that average is smoothing things.
  • Listen to what I told my students since they were 10 years old.

Crypto Is The Digital Version Of The Centuries Old Sou-Sou

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  • Me to you without a bank.
  • The other part is the people who are lacking financial services now don’t trust banks, and they also realize that I may not have enough money to use a larger bank anyway, so we’d rather just stay unbanked, or use payday loans, or use check cashing places, or the post office where people go to get money orders and cash money orders.
  • Tyrone Ross: So if you go to any inner city community where there’s a large Caribbean population, they use this because they can’t use banks.

Runaway Story or Meltdown in Motion? The Unraveling of the WeWork IPO

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  • Explosive growth: As we will see in the next section, WeWork does not just have a mismatched model, it is one that has scaled up at a rate that has never been seen in the real estate business, going from one property in 2010 to more than 500 locations in 2019, adding more than 100,000 square feet of office space each month.
  • To the question of whether WeWork could be worth $40 billion, $50 billion or more, the answer is that it is possible but only if the company can deliver well-above average margins, while maintaining sky-high growth.

Cost of shorting Beyond Meat

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  • Even assuming I can get a borrow, if I were to short 100 shares of BYND at current market prices, I’d have to pay $88/day in interest expenses (another way of thinking about this – 88 cents per share per day!)
  • Even deeper in the money (e.g. strike price of $175) your break-even, even if you get a mid-point execution is $116/share, or basically paying a 22% premium to short the stock.

4 Dividend Stocks Raising Their Dividends And Yields

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At some point in the future will we look back at our actions today and refer to them as our greatest missed opportunity? A successful dividend growth strategy takes time. Unfortunately, many income investors don't have the luxury of time on their side and must focus on high-yield investments to meet current expenses. These high-yield investments are often accompanied by high-risk. For those with time, a solid long-term strategy focusing on quality stocks that grow their dividends will treat them well in their retirement years.

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