Topic Archives: AECOM (ACM)

This article was originally published on February 10, 2022, but we continue to get questions about variations of this ad so we’re re-posting it here. What follows has not been updated or revised, other than the disclosures. I always like reading the pitches from Dan Ferris, I guess partly because he cultivates the mien of […]

[Ed. note: Today we have another article from Jim Skelton, the Blind Squirrel, who is sharing his experiences as a financial advisor with us. He has agreed to our trading restrictions, the opinions he expresses are his own, and we haven’t reviewed, approved or screened his ideas. His previous articles can be seen here.]  Hello, fellow […]

John Mirshekari is a fund manager at Fidelity, specializing in industrial stocks, and he’s talking about capital allocation and incentives. He started by talking about a mistake — Pinnacle Airlines, which was written up as a value stock dozens of times … the CEO had little incentive to help investors. He thinks that capital allocation […]


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