The King of Capital

On April 4, 2018, Steve Schwarzman, CEO and Co-Founder of Blackstone, visited Durham and met with a small group of Duke students. In a room comprised of Duke Law, Fuqua MBA, and Trinity College students, Steve hosted a wide-ranging conversation to discuss all things life, career, politics, and Blackstone. … More The King of Capital

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)

Update: Portfolio Performance (since November 25, 2016)

Quick stock performance update – hypothetically speaking, if you had invested in all of the tech companies that I mentioned in the Trump Bump post on November 25, you would have realized a 7.34% aggregate return.  For reference, the S&P 500 gained 2.96% over the same time period.  So, in other words, your portfolio would’ve … More Update: Portfolio Performance (since November 25, 2016)