Two Earnings Updates and Portfolio Commentary

I thought I'd update members on a couple stocks that could use an update. First, the good news: I'm not one for putting much weight on any particular quarter, but Tencent is doing incredibly well, and there latest numbers were pretty amazing. When you zoom out, and...

Under Armour: How Strong is the Brand?

This post will highlight a potential investment idea, but it also is more of an investment journal post that contains some brief thoughts/comments on the company I’ll discuss below. Earlier this year, I did something I don’t normally do and took a small position in a...