Author Archive: Jeremy Parkinson
Express Scripts Holding Company (ESRX): Bireme Capital Betting Big On This PBM Company
Bireme Capital sees a value in Express Scripts Holding Company (Nasdaq: ESRX), a $34-billion market cap pharmacy benefit management (PBM) company in North America. In its Q3 investor letter. Let’s take a look at the fund’s investment thesis on ESRX: Express Scripts (ESRX) is a company that manages the drug prescription approval and payment process for health plans, companies, and some […]
Financial Markets: Week In Review
A look back at what happened in the financial market in the past week and a look forward to what might happen next week. Video Length: 00:45:29
Chart: The Evolution Of Standard Oil
A couple of weeks ago, we published an infographic showing how the list of the most valuable companies in the U.S. has changed drastically over the last 100 years. Near the top of that list in 1917 is The Standard Oil Company of New Jersey, which is just one of the 34 forced spin-offs from the original […]
Commodities Weekly Wrap-Up – Friday, Nov. 24
Eric Sprott discusses the week that was for precious metals and begins to look ahead to December and 2018. Audio Length: 00:12:21
Oil’s Bullish Breakaway Leads Into Pivotal OPEC Meeting
Fundamental Forecast for Oil: Bullish It was another strong week for Oil, as the Monday pullback to 55.75 brought bulls back in to catapult prices up to another fresh two-year-high. While the more traditional driver of OPEC combined political pressure in the Middle East has been behind much of the gains over the past five months, […]
$1 Trillion Norway Wealth Fund Sees “Red Flag” In Real Estate Market
Back in September, we pointed out that assets managed by Norway’s sovereign wealth fund had surged to over $1 trillion after they made the controversial decision to increase their exposure to global equity bubbles. The move has worked out perfectly in the short term, though we still have our doubts as to whether the “greater fool” […]
Use ICOs To Find The Next Bitcoin(s)
Picture this. If you had put a small $100 stake in bitcoin in 2010, that investment would be up a whopping 8,097% today! Bitcoin is a cryptocurrency. (Check out this write-up on cryptocurrencies from our friends at Investment U.) Essentially, bitcoin is a digital way to store and transfer value. You can easily exchange bitcoin and other […]
Bitcoin Futures: Not For Everyone
If you’re an institutional investor who wants exposure to bitcoin, a futures contract that trades on an exchange that you already use is very helpful. Video Length: 00: 06:03
JC Penney Up 18% Since Q3 Earnings, Can It Gain Further?
More than 10 days have passed since J. C. Penney Company, Inc. (JCP – Free Report) came up with third-quarter fiscal 2017 results and the stock is still rallying. However, the question lingering in the investors mind is whether it can sustain the rally. Let’s delve deeper. Hidden Catalyst The company’s shares have tanked 66.5% in a year, wider […]
Twenty-First Century Fox Inc.: Bireme Capital Sees Great Value In ‘Hidden Assets’
Bireme Capital is bullish on Twenty-First Century Fox Inc (Nasdaq: FOXA). In its Q3 investor letter, the hedge fund discussed Twenty-First Century Fox and other companies. In this article, we will take a look at Bireme Capital’s investment thesis on Twenty-First Century Fox. Here is what Bireme Capital said in the letter: Twenty-First Century Fox (21CF) is […]
