Author: Saj Karsan

Nu Horizons (NUHC) is a distributor of hi-tech electronic components. The stock dropped 25% in one day last week when a key supplier, Xilinx, cut Nu Horizons as a distributor in order to streamline Xilinx’s distribution...

If a company has been able to grow its revenues over the last several quarters, it may be a sign of strong future growth. However, investors should be careful not to assume that future growth is a fait accompli, or that revenues...

We’ve seen how some companies don’t take quite as big a hit as do others during recessions, based on the cyclicality of the respective businesses. But surprisingly, some companies actually see business conditions...

Value investors believe that Mr. Market’s mood swings offer them excellent opportunities to buy low and sell high. But how does an investor avoid becoming Mr. Market rather than taking advantage of him? Influence, by...

Value investors believe that Mr. Market’s mood swings offer them excellent opportunities to buy low and sell high. But how does an investor avoid becoming Mr. Market rather than taking advantage of him? Influence, by...

Most investors in the market focus on earnings and earnings growth. As value investors, however, we spend a lot time valuing company assets, since earnings can be volatile whereas many types of assets (e.g. cash, trusted...

When outside bidders are vying for control of a company, management and shareholders of the target will often hold out for a sufficient premium to the current price. After all, if shareholders can sell their shares right now for...

We spend a lot of time reading forecasts. The financial news media is rife with new articles every day that take a position on the near-term future of inflation, interest rates, and stock prices. But are these forecasts of any...

As previously discussed, value investors can benefit from investing along with other value investors. But the presence of another value investor as a major shareholder does not guarantee that a company will be run in a...