The 'Truman Show' Market: Market Valuation And Hedging Strategies
By Mike Jaksa:Co-written by: Felix Boisse and Mike Jaksa.In The Truman Show, unknown to Truman, he is living inside a TV show, where the producer plays God with Truman's life. The artificiality of...
View ArticleLiberty Global: Levered Returns, Declining Capital Intensity, Strong Management
By Mike Jaksa: Company Overview Liberty Global PLC (NASDAQ:LBTYA) is an international cable company with operations in 14 countries. Liberty Global has approximately 25 million customers subscribing to...
View ArticleRocky Brands: Assessing A Potential Value Investing Opportunity
By Mike Jaksa: Executive Summary Rocky Brands, Inc. (NASDAQ:RCKY), is a footwear and apparel designer and manufacturer, which I believe may be undervalued and under-appreciated in the market. The...
View ArticleSymantec: Underappreciated Market Leader With A High Return On Invested Capital
By Mike Jaksa:Executive Summary Symantec (NASDAQ:SYMC) is a global leader in security, backup and availability solutions. They trade at a discount to their peers with an EBIT yield of 10%, a ROIC of...
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