Confluence

Joshua Levine
Josh Levine's weekly newsletter surveys the emerging growth universe.
Created 08 Sep 2021
11
Posts
0
Likes
0
Comments
0
Mentions
  • Perspectives: Red Cat Holdings
    02 Nov 2021 • 11 min read
    Perspectives is a new feature in Confluence. We research emerging growth companies that capture our attention and whose progress will continue to be monitored. Note that these brief reports contain ou...
  • Insider Stakes
    26 Oct 2021 • 5 min read
    An investment strategy centered on insiders’ share positions makes sense in principle and it’s an important factor for investors in the emerging growth universe. Of course, any trading by a company’s ...
  • New Opportunities Arise From Supply-Chain Disruptions
    19 Oct 2021 • 8 min read
    A new earnings season is here. And with it a global supply-chain crisis looms large. On the most recent earnings calls at S&P 500 companies, some 70 percent warned that supply chain issues either had ...
  • Biotech Triumphs and Perils
    12 Oct 2021 • 9 min read
    The stock market is a constant tug-of-war between risk management and reward maximization. Investors of companies developing new therapies and other medical advancements are familiar with the thrill o...
  • Innovation’s Single Purpose
    05 Oct 2021 • 9 min read
    Innovation is the secret sauce that successful companies use to create new value. Insights into the recipe and process can be useful for investor outperformance in emerging growth stocks. Management g...
  • Beware of False Precision
    28 Sep 2021 • 11 min read
    Wrestling with stock valuations is a tricky business. It’s especially so for smaller growth companies. Nearly 40 percent of public companies in the US had negative net income in 2020. Yet companies de...
  • Dissecting Our Mission Statement
    21 Sep 2021 • 9 min read
    Surveying the emerging growth universe. Perhaps less captivating than the Starship Enterprise’s famously split infinitive of ‘to boldly go where no man has gone before’…., but catchy nevertheless. Thi...
  • Introducing Confluence
    14 Sep 2021 • 9 min read
    Welcome: I want to share our new project with you. This is the first issue of a weekly newsletter that surveys the emerging growth universe. When it came time to name our investment research business,...
  • Walk on the Sell Side
    10 Sep 2021 • 3 min read
    (Note: this article was originally published on LinkedIn, March 25, 2021) Sell side analyst coverage for emerging growth companies (EGCs) has steadily diminished since the tech bubble in 2000. This de...
  • Generational Dis(ruption)
    10 Sep 2021 • 5 min read
    (Note: this article was originally published on LinkedIn, March 3, 2021) Nasdaq’s astonishing rise and fall between 1995 and March 2000, followed by the market meltdown in 2008, helped to tame animal ...
  • View More on Substack »