Case Studies

You Did Whaaa?

In August of 2017 Amazon had announced that they were purchasing Whole Foods Market for 13.7 billion dollars. The reaction on Wall Street was to punish Costco’s stock because now Costco customers will become Whole Foods Market customers with their Amazon Prime membership. Here Professor A. breaks down why that mindset was wrong and how to spot future opportunities with a similar setup.

Broadcom is a designer of semiconductor chips that are in millions of products such as iPhones. After its acquisition of Computer Associates or CA Technologies, Wall Street sold the stock sending it down around 10%. Why was this a good time to buy and disagree with the sentiment on Wall Street is one of the best investment decisions made.

By 2016, Nvidia already had a great capital gains rise because of the success of their business and the hype surrounding Internet of Things (IOT) and the prospect that their GPU’s would be needed in every car for Self Driving Vehicles. With simple but effective advice heard during Oktoberfest, learn a mantra to power your decision making to ignore regret of missing out, exemplified buy a purchase of Nvidia shares in 2018.

Oxford Lane (oxlc) is a corporation that deals with high payout debt and offers an attractive dividend of consistently in the 15-20% range. For a number of years the stock price has been going down so is it a dividend trap where your investment loses money despite the dividend payout?

Kraft Heinz had recently merged because of a deal between Warren Buffet’s Berkshire Hathaway and 3G Capital. But on one of its first earnings call, the company announced a slew of bad news including cutting its dividend, a write down of brand equity, an SEC investigation and bad numbers through and through. Learn the 3 Day Rule with large dips and when and why to pull the trigger and buy an, possibly, oversold stock.

Selling Microsoft Foolishly After Bad Advice

After a gain of about 33% and listening to the talking heads on TV with the saying “Bulls Make Money, Bears Make Money, but Pigs Get Slaughtered”, Microsoft shares were sold in 2019. The saying means to not be greedy, but when is selling shares “not being greedy”, but rather foolish? And when would the saying apply?