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Recent articles

View Current and Archived Best Ideas Newsletters: View previous editions of the Best Ideas Newsletter in this article.

Valuentum's Best Ideas Newsletter Portfolio May 15, 2021: We disclose the holdings of the portfolio of the Best Ideas Newsletter in this article. This portfolio can always be found in each edition of the monthly Best Ideas Newsletter.

The Investment Case for the 1989-1990 Hoops Michael Jordan #200 Basketball Card May 15, 2021: Image Shown: 1989-1990 Hoops Michael Jordan #200.

After I put together a video on the roaring basketball card market, I received a few questions on which basketball card I thought was the most undervalued in today’s market. The interest is understandable given news that a Lebron James rookie card recently sold for $5.2 million, a Luka Doncic card sold for $4.6 million, and a Kobe Bryant rookie refractor sold for $1.8 million. First of all, I am far from an expert in this field, but I thought it would be a useful exercise to apply my analytical and research skills to assess whether there might be undervalued opportunities. Importantly, it’s worth noting that basketball cards, even the coveted Lebron James rookie that just sold for $5.2 million, are assets that do not generate free cash flow to the owner, and therefore, are only worth what the next person will pay for it. They are “greater fool” assets, perhaps as much as fine art or fine wine, for example. With this risk clearly noted, I believe the most undervalued basketball card in today’s market is the 1989-1990 Hoops Michael Jordan #200.

Two High-Quality REITs with Promising Outlooks: Digital Realty (DLR) and Realty Income (O) May 15, 2021: Image Shown: An overview of Digital Realty Trust Inc’s expansive geographical footprint. Image Source: Digital Realty Trust Inc – First Quarter of 2021 IR Earnings Presentation.

The real estate investment trust (‘REIT’) industry is steadily recovering from the coronavirus (‘COVID-19’) pandemic. Generally speaking, rent collection rates are on the rise as vaccine distribution efforts are helping enable the economy to slowly open back up, allowing many commercial activities to resume in earnest. Let's have a look at the latest earnings reports from two high-quality REITs in this article.

Our Reports on Stocks in the Discretionary Spending Industry May 15, 2021: Image Source: Mike Mozart.

Our reports on stocks in the Discretionary Spending industry can be found in this article: ATVI, BBY, CBRL, CMG, DIS, DG, DLTR, DPZ, EL, F, GM, HAS, HD, LOW, MCD, NFLX, NKE, SBUX, TSLA, YUM, DKS, TJX, ROST, WHR, KMX, AZO, RL, ULTA, LEG, GPC, VFC, CTAS, WSM.