SOUNDBYTES II » Golden State Warriors

Our predictions for 2023 were all fulfilled with the stock portion providing extremely strong performance. This was on the heels of poor performance in 2022 as it was one of the worst years in th...

https://soundbytes2.com/2024/01/15/recap-of-2023-top-ten-predictions/

It’s been a while since I posted, so I’m going to try to get 2 new ones out over the next 30 days. This one will be a return to my favorite sports team: The Warriors (or simply “Dubs”). I...

https://soundbytes2.com/2023/08/28/the-warriors-revisited/

2022 was one of the worst years in the past 50 for the stock market in general, and for my stocks in particular. There are multiple ways to look at it. On the one hand I’m mortified that stocks...

https://soundbytes2.com/2023/01/30/top-ten-list-for-2023/

My 2021 Top Ten Predictions

https://soundbytes2.com/2021/01/20/the-top-10-list-for-2021/

A recap of my 2020 Top 10 predictions

https://soundbytes2.com/2021/01/06/recap-of-2020-top-ten-predictions/

I wanted to start this post by repeating something I discussed in my top ten lists in 2017 and 2018 which I learned while at Sanford Bernstein in my Wall Street days: “Owning companies that hav...

https://soundbytes2.com/2020/01/10/2020-top-ten-predictions/

…and why the obvious probably won’t happen! A Look at Apple history Apple’s progress from a company in trouble to becoming the first company to reach a trillion dollar market cap meant over...

https://soundbytes2.com/2019/08/20/why-apple-acquiring-tesla-seems-an-obvious-step/

Why the team is still a contender My long term readers know that every so often the blog wanders into the sports arena. In doing so, I apply the same type of analysis that I do for public stocks ...

https://soundbytes2.com/2019/07/23/the-warriors-aint-dead-yet/

This post is the third in my series on Key Performance Indicators (KPIs), with a heavy emphasis on contribution margin (CM). Previously, I analyzed why CM is such a strong predictor of success. G...

https://soundbytes2.com/2018/11/05/how-to-improve-contribution-margin/

After many years of successfully picking public and private companies to invest in, I thought I’d share some of the core fundamentals I use to think about how a company should be valued. Let me...

https://soundbytes2.com/2018/02/22/the-valuation-bible/