BJ’s Wholesale club is the 3rd largest of the warehouse clubs offering groceries and general goods in North America, with 219 stores as of . The company is roughly 1/4 the size of Costco by store footprint and about 1/3…
Blog Archives
BJ’s Wholesale Club Holdings Inc. (BJ-NYSE,-$43.09). Think Costco + Manufacturer’s Coupons.
Posted in Portfolio Model Subscription
US M2 Money Supply Looks to Exceed $19 Billion Shortly: up 23.2% YTD .
Federal Reserve Economic data is useful to review on occasion, and the data sets are well worth the time for policy wonks. https://fred.stlouisfed.org/ M2 money supply stats can be found here. https://fred.stlouisfed.org/series/M2 These sorts of figures have set an exceedingly…
Posted in Portfolio Model Subscription
Palantir Technologies (PLTR-$15.80, NYSE). Will Tiberius Emerge as the Next Technology Lexicon?
Investors, throughout the Covid crisis, have focused, at various phases in the pandemic, on mask and PPE producers, vaccine developers, pharmaceutical and medical therapeutics. Every great gold rush in history demonstrated that the lion’s share of the spoils were not…
Posted in Portfolio Model Subscription
Collectible Equities.
In my youth, I assembled a fair number of silver and bronze age comics. The items were read sparingly, packed away carefully in several Styrofoam coolers and stored in a cold, dry cellar as I journeyed forth from my parent’s…
Posted in Open Blog
Palantir Technologies Inc. (PLTR-$9.08, NYSE): A Mercenary Anti-Hero for the 21st Century.
The portfolio is taking an initial position in Palantir Technologies.
Posted in Portfolio Model Subscription