by Mariusz Skonieczny | May 10, 2020 | Investment Ideas
America’s Car-Mart did not make it to the 50 actionable investment ideas for How to Profit from the Coronavirus Recession. https://classicvalueinvestors.com/2020/04/14/how-to-profit-from-the-coronavirus-recession/ Now looking back, I think the company should...
by Mariusz Skonieczny | May 4, 2020 | General, Investment Ideas
Recently, I had some requests to write about Oroco (TSXV: OCO). So here is the introduction. From 2012 to 2016, I wrote a newsletter called Ultimate Value Finder where I wrote about three investment ideas per month. In order to accomplish this task, I had to look...
by Mariusz Skonieczny | Apr 26, 2020 | Investment Ideas
Dover Motorsports, Inc. is the “perfect” coronavirus stock because the company hosts NASCAR races where 100,000 fans can gather to infect each other while watching their favorite drivers compete for trophies. Consequently NASCAR, a private organization,...
by Mariusz Skonieczny | Apr 24, 2020 | Investment Ideas
I have read both bullish and bearish cases for the oil tankers and I have to conclude that the bearish case for oil tankers is absolutely ridiculous. Imagine that it cost $100,000 to build a condo. Under normal circumstances, you can rent for an amount that allows you...
by Mariusz Skonieczny | Apr 20, 2020 | Investment Ideas
Now that the price of crude oil is negative $38 per barrel, Airlines are a perfect investment opportunity (this is a joke). Airlines should get paid by the sellers to take jet fuel, and fly around the world empty with no passengers. This way, they can keep the costs...
by Mariusz Skonieczny | Apr 18, 2020 | Investment Ideas
(Ticker Symbol on NYSE: CPRT) Copart, Inc. is a fantastic business with a moat from high barriers of entry and a network effect. The company hosts online salvage car auctions. In other words, it takes junked cars and auctions them for insurance, auto dealer, and car...
