Seasonal Analysis of Shoes.com, Carlomaderno.com, and other shoe retailers

Analysing consumer behaviour in a half-resolved pandemic environment provides mixed results in different parts of the world. Yet in the US, shoe and clothing retailers share similar trends.  Consumers spent their money differently and it is argued that…

Sleeping Giant Cisco Stock is Reawakening For a Huge Breakout

Network communications giant Cisco Systems (NASDAQ: CSCO) stock is reawakening for a long-awaited breakout after a decade-long consolidation. The former high flyer from the early days of the internet mania has gone into hibernation written off as a leg…

3 Digital Media Stocks Setting Up For Further Gains

Digital media companies Pinterest (NYSE: PINS), Snapchat (NYSE: SNAP) and Sea Limited (NYSE: SE) are all forming corrections after strong run-ups in 2020. 
Much has been written lately about pullbacks in techs, Internet companies, and growth stocks in …

2021 Sohn Investment Conference Featuring Einhorn, O’Shaughnessy And More

The 2021 Sohn Investment Conference will be held virtually on May 12, 2021 and Valuewalk will be covering the event. Stay tuned for our in-depth coverage! Q4 2020 hedge fund letters, conferences and more Check out our coverage of the 2020 Sohn Hong Kon…

Investing in the auto market but worried about the chip shortage? Check this hedge

Ford Motor Company (NYSE:F) and General Motors Company (NYSE:GM) have been forced to cut back on production further due to the widespread chip shortage. The auto market would normally do well in an economic recovery, but the chip shortage means investo…