Topic Archives: Valuentum

An investment research provider, offering equity reports and dividend reports, commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, business/investing book reviews pre-public release, modeling tools/products, and more.

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    $FYI - PV-Tech Newsletter: US Edition - 3/7/2019 Todays articles; LONGi and REC also respond to Hanwha Q CELLS...

  • Travis Johnson, Stock Gumshoe

    Fortnite creator Epic Games is private, but their biggest investor is Tencent, which is public. Unfortunately, Tenxent ...

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    Fast forward 6 months. If you buy KKR in a non-tax deferred account, which Lichtenfeld recommended in his August 2015 n...

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    A caution for potential newsletter subscribers. Bad luck on the timing of solving this teaser Travis, because he only re...

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    I remember the movie about KKR, James Garner was running RJR - Nabisco it made for an interesting story....

  • Travis Johnson, Stock Gumshoe

    I like to say a "caution flag" more than a red flag -- often, all I have time to do with these articles is give a small ...

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    Travis As always, I love your work and you deliver the goods. When you read what wealthy people have to say about how...

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    Thanks Travis for calling my attention to KKR. Have smallish (250 shares more or less). Bought at 15 some time ago so ev...

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    Lloyd I did a quick such and came up empty as far as what KKR shareholders get out of the spinoff?...

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    While we are on the topic of payment, the October 1 deadline for using EMV cards has come and gone and the industry is f...

  • Travis Johnson, Stock Gumshoe

    Coherus was backed by KKR before going public -- the rush of analyst reports all at once may be at least partly due to t...

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    Here you go Doc- CHRS Coherus Biosciences Inc., is a biopharmaceutical company. "The Company develops biosimilar thera...

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    I can definitely remember a couple of years ago when John went crazy about ISCO even adding that he was using their stem...

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    In the for what it is worth department, own KKR, would not touch the mega banks such as JPM and the rest with a "10 foot...

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    You said that YS teased this in an advertisement 1-2 weeks ago? This doesnt seem fair to paying subscribers as only 3 da...

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    On KKR, I don't think book value is a meaningful number for the kinds of companies they buy/invest in, so I wouldn't giv...

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    Is it coincidence or something else - but I can't help noticing that the same stocks seem to crop up on several differen...

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    Could this be a BDC like KKR or TCAP? Also saw a CEF or ETF dedicated to emerging companies recently. Will try to find i...

  • John

    I wouldn't trust anything that has the KKR touch. My learning came from a go around when they took OI private. The pro...

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