The Market is Fearful, So It’s Time to be Greedy
Margin of Saving
by marginofsaving
2y ago
Save Yourself – the market is falling apart! You can tell I’m a hedge fund guy because I’m running around, screaming at the top of my lungs, calling for the end of the world. In my universe, the world and the market are synonymous (Yes, I know I have no life, thank you very much). … The post The Market is Fearful, So It’s Time to be Greedy appeared first on Margin of Saving ..read more
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How I (Sort of) Saved Money By Building My Own Computer
Margin of Saving
by marginofsaving
3y ago
Maybe it’s just me, but I find that a lot of my projects start because I wanted more. Actually, that’s how everything in my life has gotten started – my career, my family, and my especially my stomach. It was in the summer of 2020 and I was working at home, on my laptop. I … The post How I (Sort of) Saved Money By Building My Own Computer appeared first on Margin of Saving ..read more
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A Crisis is a Terrible Thing to Waste
Margin of Saving
by marginofsaving
3y ago
COVID-19 has been trying times for most people. I’m one of the few lucky ones, in that none of my loved ones have gotten sick or died. I still have a job, and I can safely work from home. So although it’s hard to call what I’m going through a crisis (especially when compared to … The post A Crisis is a Terrible Thing to Waste appeared first on Margin of Saving ..read more
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Buy and Hold is Dead: Why You Should Embrace Volatility
Margin of Saving
by marginofsaving
3y ago
I’ve worked in the finance industry for many, many years. Definitely a lot more than I’d like to admit (because if I were actually good, I’d probably be retired by now). And I can say in all those years, I’ve never seen the level of volatility that we’re seeing right now. For professional money managers … The post Buy and Hold is Dead: Why You Should Embrace Volatility appeared first on Margin of Saving ..read more
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How COVID-19 Changed Our Budget in Unexpected Ways
Margin of Saving
by marginofsaving
4y ago
It’s crazy to think that only a few months ago, things were normal. Now with social distancing, everything has been flipped upside down. It’s strange that I no longer go to an office for work. It’s actually hard for me to imagine having a commute again. My kids log in to their computers for school. … The post How COVID-19 Changed Our Budget in Unexpected Ways appeared first on Margin of Saving ..read more
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BEBE 4Q20 Results: Licensing Saves the Quarter
Margin of Saving
by marginofsaving
4y ago
COVID-19 has not a been a friend to retailers. Especially clothing retailers. The most notable bankruptcies we’ve seen so far in the space include JC Penney, J. Crew, Neiman Marcus, Lord & Taylor, and of course, TLRD, but there will be plenty more to come. Yet BEBE put up solid results this quarter and announced a … The post BEBE 4Q20 Results: Licensing Saves the Quarter appeared first on Margin of Saving ..read more
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COVID-19 Doomed TLRD
Margin of Saving
by marginofsaving
4y ago
When I first invested in TLRD, I always knew it was risky bet. It’s bad enough when a company has declining revenue. But on top of that, it also had a lot of leverage on the balance sheet. If you know anything about finance, you know that’s a bad combination. However, what TLRD had going … The post COVID-19 Doomed TLRD appeared first on Margin of Saving ..read more
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BEBE 3Q20 Results: Great Not Having a Retail Stores
Margin of Saving
by marginofsaving
4y ago
It’s a tough time to be in retail right now, especially if you’re selling clothing. First, many stores are shut down everywhere around the world and nobody is sure when they’ll open up again (see TLRD). With the high cost of paying for rent and maintaining stores, but no foot traffic, companies like Neiman Marcus, … The post BEBE 3Q20 Results: Great Not Having a Retail Stores appeared first on Margin of Saving ..read more
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What Are Covenants?
Margin of Saving
by marginofsaving
4y ago
If you’re focused on the financial markets right now, you’ve probably heard a lot more news around covenants. What are covenants, you ask? I really wish the covenants they’re referring to were related to Halo, because it’d be nice to talk about something other than the volatility and crazy swings in the market. Unfortunately, the … The post What Are Covenants? appeared first on Margin of Saving ..read more
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WGO 2Q20: COVID-19 Overshadows Everything Else
Margin of Saving
by marginofsaving
4y ago
WGO was firing on all cylinders. Key word: was. Revenue was growing at a solid, double-digit pace. Now only was WGO growing, but it was gaining market share. Furthermore, the industry was at the end-stages of repair, primed to return to expansion. Then COVID-19 hit, plunging the RV industry, and the economy in general, into … The post WGO 2Q20: COVID-19 Overshadows Everything Else appeared first on Margin of Saving ..read more
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