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Latest Valuentum Commentary

Aug 13, 2019
Thought Piece: The Hidden Advantage
Image Source: Kamilla Oliveira. As activist investing proliferates, investors are becoming more and more familiar with celebrity investing gurus such as Carl Icahn and David Einhorn. Let’s examine how these investing giants have carved out a unique structural advantage over mom-and-pop investors. This article was originally published in June 2014.
Dec 7, 2015
Keurig Green Mountain Goes Private
Keurig Green Mountain will be acquired by a private investor group for nearly $14 billion in cash, which represents a material premium to its recent price. Shareholders should take the money and run!
Aug 9, 2015
Earnings Brings Out Volatility of Speculative Entities
Speculative stocks are volatile in nature, and that fact is never more apparent than during earnings season. Let’s take a look at a few well-known, highly speculative entities.
Oct 7, 2014
The Correction: The Markets Are Not Panicking
Let’s talk a bit about old tech and a couple disappointing pre-announcements. Third-quarter earnings season may not be bright.
Aug 24, 2014
Peltz’s Reasons for Breaking up Pepsi Do Not Hold Water
We wanted to write a response to Barron’s recent cover piece on Pepsi: Time to Split?
Aug 18, 2014
Coca-Cola Expanding Its Dominance; SodaStream in Play
Coca-Cola scoops up a minority stake in Monster Beverage.
Jun 22, 2014
Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings.
Apr 20, 2014
The Cola Wars: Currency Headwinds Intensify; Snacks Looking Better
Pepsi is slightly better positioned in 2014, but we like Coca-Cola better.
Feb 19, 2014
Coca-Cola Remains Strong; Green Mountain Deal Shakes Up Beverage Industry
The beverage giant’s dividend is solid, its balance sheet is strong, and its cash-flow generation is impressive.
Jan 24, 2014
Starbucks’ Investors Are Forgetting That Coffee Costs Can Go Back Up; Shares Lack Valuation Support
We loved Starbucks’ fiscal first-quarter results, but shares do not consider the risk of a spike in long-term coffee prices, nor do they consider a normalizing of traffic growth trends.

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