Tutorials
Is there good cash flow and bad cash flow?
Motley Fool printed an interesting article, “Can you trust the cash flow at Johnson & Johnson?,” yesterday. The author points out that “not all cash flow is equal” and shows this graph analyzing the sources of Johnson & Johnson’s freecash flow: Johnson & Johnson shareholders can breathe a sigh of relief as the author of [...]
read more »ISIS: Technical Analysis Case Study
This is a follow up to my post, “ISIS Pharmaceuticals breaches long term support.” As many of you may know, posts from this blog are often (though not always) syndicated on SeekingAlpha.com. In the case of my previous post on ISIS, I caught significant flack from the SeekingAlpha community. Among other things, I was accused [...]
read more »Arbitrage Opportunities in the Public Market
In my previous post on the Allied-Ares merger arbitrage opportunity, I introduced a topic which I realized I’ve never quite talked about here on The Curious Investor. As I intend this blog for both beginning investors and seasoned investors alike, here’s a run down on the concept of merger arbitrage. What is arbitrage? Rigorously speaking, [...]
read more »Technical analysis is not clairvoyance
Been meaning to write this post for a while, but it seems that my patience has paid off as I have even more chart evidence to work with. And, that is the main point of this post. Technical analysis is not a means for predicting the future. That may seem paradoxical to those who have [...]
read more »Cash Conversion Cycle Case Studies
I’ve talked a lot about net working capital in several of my posts. In fact, I used it in my post this Monday when trying to determine Apple’s distributable cash. For those that felt lost, I had once described this process in my post on how to analyze businesses in a recession. Upon looking over [...]
read more »Investing in Private Equity through Public Markets
Private equity funds are much maligned for being inaccessible and merely being a vehicle for the rich to get richer. Well, if you can’t beat them, join them! A little known asset class made a few headlines in recent days when two participants – Ares Capital Corp. and Apollo Investment Corp. – filed public offerings [...]
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