Overview of the Oil and Gas Sector

Hopefully this post will generate some debate with regards to profiting from the recent drop in oil prices. As we have done in the past, we will do a sector overview and we will unlikely hit on every aspect (that would require far too much work).  If Oil and Gas is not of interest to […]

Overview of the Consumer Sector

We have not done a Wall Street specific post in a while so here it is. If you’re looking for a different sector we have already covered the following: 1) Financial Institutions Group, 2) Technology Media and Telecom Part 1 and Technology Median and Telecom Part 2 and 3) Healthcare Let get started. Apparel Companies (ANF, GPS, GES, URBN) For this […]

Overview of Healthcare: Part 1?

By popular demand we’re doing a new overview, this time focusing on healthcare (Finally!). We’re going to keep this simple and stick with three basic buckets. 1) Healthcare Equipment, 2) Bio-Technology and 3) Pharmaceuticals. If there is a lot of demand for an additional space (or sub-segment within the sector) we’ll add it but this […]

How to Win.

Everyone needs to develop the correct mindset for growth. Every day in life you will run into people with negative mindsets and bad advice, this is going to create a negative feedback loop and you want to avoid these people at all costs. We are going to break your mindset up into digestible chunks. Below […]

A Detailed Look at Technology Media and Telecom (TMT) – Part 1 of 2

Given the positive response to our post on FIG, we are starting our TMT overview. Part 1 will cover Semiconductors, Telecom, Hardware and Internet. The second piece will cover Networking, Software and other technology. Introduction: Technology Media and Telecom (TMT) is an interesting space particularly for those that enjoy seeing valuations that can range from […]