• Signal From Noise
Wed November 13, 2019

In decades covering Wall Street, I don’t think I’ve seen a stock as hated as Bed Bath & Beyond (BBBY), the beleaguered home goods retailer—except for Best Buy (BBY). That’s relevant, as I’ll show below. To call it a dog stock would be an insult...

Bed Bath & Beyond Fixable; More Best Buy than Blockbuster. A Double?
  • Signal From Noise
Wed October 2, 2019

Arcos Dorados Undervalued; Turnaround In Sight

“Brazil é o pais do futuro e sempre será” is a phrase Brazilians sometimes say with a shrug. Translated it’s “Brazil is the country of the future and always will be.” It’s well known on Wall Street, too.  Despite being blessed with many natural resources, fertile land, and a large...

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