Revitalizing the Magic: The Walt Disney Company (DIS)
We love Mickey Mouse, but the market continues to be disappointed with Disney. I was working on this post ahead of a family Disney World vacation back in December 2023.…
Catalysts of the AI Renaissance: John Wiley & Sons (WLY)
As a pre-employed kid living at home, I spend a lot of time on Instagram Reels. Recently, I came across The School of Hard Knocks, where a guest mentioned that…
Getting Caught in a Nearshoring Surge: ArcBest Corporation (ARCB)
The Economy Since I have been following equities, we have been in a perpetual late expansion phase, characterized by persistent inflation amidst an expanding economy. When will it end? Is…
Pioneering the Need for Space: Redwire Corporation (RDW)
The period between post-undergrad and the first day of full-time employment is definitely an interesting time (dubbed this phase as “pre-employment”). I’ve been spending my days reading outside, traveling, golfing,…
Building Success: Green Brick Partners, Inc (GRBK)
Long time, no see – been a busy time as a second semester senior. With that said, I made Green Brick Partners my final formal stock recommendation to the Illinois…
Cash Discount: Spectrum Brands Holdings, Inc (SPB)
Over the last few weeks, I have had several interviews with prospective Investment Management Academy candidates. After retelling my last few years, I remember how impactful reading has been to…
How bad can it really be?: Malibu Boats, Inc (MBUU)
After 2020, manufacturers in every industry faced onslaughts of costs associated with retrieving materials and supplies for production. Coming out of the lockdown, certain sectors experienced a historic wave of…
What’s going on in Oil & Gas?: Coterra Energy Inc. (CTRA)
There are a few industries that I choose not to investigate: guns and tobacco. Some people may say that this limitation is foolish, and “what if there is significant opportunity…
Breaking the Rules on Paper: Karat Packaging, Inc. (KRT)
Europe is ahead of the curve when it comes to the implementation of eco-friendly practices and environmentalism. However, the United States is on track to follow suit over the next…
The Bastion of Shipping Companies: Matson, Inc. (MATX)
Last Thursday, I returned home from my semester abroad in Vienna, Austria. After four months of heavy weekend travel accompanied by a below average workload, I had the opportunity to…
Semiconductors are Important: Taiwan Semiconductor Manufacturing Co (TSM)
I am a ginormous Chicago Bears fan, and the team is off to a rough start this season. Recently, the Bears traded two of its best defensive players. The Bears’…
Breaking the Rules and Pajamas: Ag Growth International (AFN)
In eighth grade, I had a teacher who used to assert her power with the over-enforcement of rules. Her behavior was bully-like. By the middle of the year, I had…
Supply, Demand, and Intermodal: Hub Group Inc. (HUBG)
I am as irrationally fearful of trucking container malfunctions as my dog Luna is of thunder. Since I began to explore the transportation industry, my eyes have been glued to…
Achaion.com Investment Philosophy: What is a Warrior Stock?
Our goal as equity investors is to outperform the market in any economic environment. In reality, we need to understand that stock portfolios will never be 100% perfect. However, we…
