TMFValueMagnet

Jordan Wathen

A Foolish writer and value investor most interested in businesses that you can buy and hold forever. Buying stocks like Walter Schloss to hold like Warren Buffett.

TMFValueMagnet’s Activity

Thu Aug 17

Caps Pick

TMFValueMagnet made a pick in CAPS. 11:48 AM

BITCOIN INVT TR NPV (GBTC) will Underperform the S&P 500

Tue Aug 15

CAPS Underperform Pitch

TMFValueMagnet wrote about Apollo Investment (AINV) . 7:55 PM

AINV Underperform

Valuation relative to peers. Good for the short side of a BDC pair trade.

Caps Pick

TMFValueMagnet made a pick in CAPS. 7:55 PM

Apollo Investment (AINV) will Underperform the S&P 500

Wed Jun 28

CAPS Underperform Pitch

TMFValueMagnet wrote about Tailored Brands Inc (TLRD) . 11:55 AM

TLRD Underperform

Free cash flow generation from lower inventory can't continue in perpetuity. Suits by mall is a terrible business. Dividend hurts the short, but it won't last long.

Caps Pick

TMFValueMagnet made a pick in CAPS. 11:55 AM

Tailored Brands Inc (TLRD) will Underperform the S&P 500

Tue Jun 27

Caps Pick

TMFValueMagnet made a pick in CAPS. 9:57 PM

Vanguard REIT ETF (VNQ) will Underperform the S&P 500

CAPS Underperform Pitch

TMFValueMagnet wrote about Allstate (ALL) . 11:58 AM

ALL Underperform

Priced for perfection. Weak direct to consumer business. Excess capital at BRK (which wants more share) and other underwriters is a negative factor for ALL. I wouldn't short Allstate, I just think it's a clear underperformer over a very long time [more]

Caps Pick

TMFValueMagnet made a pick in CAPS. 11:58 AM

Allstate (ALL) will Underperform the S&P 500

Tue Jun 13

Caps Pick

TMFValueMagnet made a pick in CAPS. 2:01 PM

Tesla (TSLA) will Underperform the S&P 500

CAPS Underperform Pitch

TMFValueMagnet wrote about Fifth Street Asset Management (Class A) (FSAM) . 4:30 AM

FSAM Underperform

Valuation rich relative to comps that have sold privately. Terrible balance sheet only adds to downside risk.

CAPS Underperform Pitch

TMFValueMagnet wrote about BITCOIN INVT TR NPV (GBTC) . 4:28 AM

GBTC Underperform

No view on the underlying, but the premium will compress. Odds are better than 50-50 this underperforms over the next 3-6 months.

Caps Pick

TMFValueMagnet made a pick in CAPS. 4:28 AM

BITCOIN INVT TR NPV (GBTC) will Underperform the S&P 500

CAPS Outperform Pitch

TMFValueMagnet wrote about Dividend & Income Fund (DNI) . 4:26 AM

DNI Outperform

Bad CEF, good discount

Caps Pick

TMFValueMagnet made a pick in CAPS. 4:26 AM

Dividend & Income Fund (DNI) will Outperform the S&P 500

Thu May 18

Caps Pick

TMFValueMagnet made a pick in CAPS. 9:19 AM

Fifth Street Asset Management (Class A) (FSAM) will Underperform the S&P 500

Thu Mar 9

Caps Pick

TMFValueMagnet made a pick in CAPS. 1:08 PM

Apple (AAPL) will Underperform the S&P 500

Tue Mar 7

NL

Article

TMFValueMagnet published an article 10:58 AM

Why Astoria Financial Shares Are Surging Today

After a long (but unfruitful) dance with New York Community Bancorp, Astoria Financial has made a new deal to merge with Sterling Bancorp.

Thu Mar 2

NL

Article

TMFValueMagnet published an article 11:59 AM

Why Ashford Hospitality Prime, Inc. Stock Is Falling Today

Shares of Ashford Hospitality Prime are dropping after the company priced a secondary offering in an apparent attempt to acquire rival Felcor Lodging Trust.

NL

Article

TMFValueMagnet published an article 11:36 AM

Why Shares of Ares Management Dropped Today

A major investor is cashing out through a secondary offering.

Tue Feb 28

Options article.

TMFValueMagnet published an extra. 3:24 PM

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CAPS Stats & Trivia

CAPS Player Rating 91.64
Player Rank 5953 out of 71206
Score 1230.64
Score Change Today -0.87
Accuracy 68.29%
Active Picks 22
Total Picks 90
Best Pick TCX (+346.00)
Worst Pick WTW (-290.15)
Average Score per Pick 13.83
Charms Earned 11
Highest Rated Favorite No Favorites Selected
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Boards Stats & Trivia

Board Posts 0
Recs Received 0
People who have rec'd these posts 0
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
Most Frequent Board N/A
Very First Post N/A
Percentage of Posts Rec'd 100.00 %
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