The Case for Tegna (NYSE:TGNA)

Television broadcasting is not a sexy industry.  In an era that is increasingly focused on digital media, cord-cutting, and over-the-top (OTT) content, many people no longer value the importance of local television broadcasting. It is not surprising then, that broadcasters have suffered from falling stock prices.  Tegna is certainly no exception – so why am I so bullish? … More The Case for Tegna (NYSE:TGNA)

Subprime Auto Lending: A Case Study in Market Bubbles & Cyclicality

Right now, the consumer auto loan industry is soaring. As the bull market continues to charge forward, auto lenders are having a field day helping Americans finance their car payments. However, amidst the record growth in this one trillion dollar industry, something big is happening: subprime auto loan delinquencies are beginning to escalate. Sound familiar? Another bubble is starting to burst. … More Subprime Auto Lending: A Case Study in Market Bubbles & Cyclicality

“Pork bellies… I knew it!”

Welcome to The Southern Capitalist! Let’s kick things off by discussing a few basic investing principles using one of my favorite comedies, and an all-around fantastic film, Trading Places. If you’re already familiar with this timeless classic, please bear with me as I bring the others up to speed. Trading Places is the story of a pedigreed and self-righteous commodities … More “Pork bellies… I knew it!”