Welcome to ORCHARD, a hedge fund magazine Finances are the sonnets of success
Orchard is committed to be your personal navigator in a rising sea of financial information. It represents a collected edition of the insightful and significant stock market tips for those deeply interested in commercial aspects of life. Whether you’re satisfied with the low-hanging fruit or go after the extremely efficient investing in a hedge fund, you’ll hit the right path or find reasonable motivation thanks to our comprehensive financial ‘pharos’.
Sometimes, when you feel like two different people as the worlds you live in tear you apart, you instead of fleeing learn metallurgy and combine the worlds in alloy to make cannons, big cannons, that show us canonical forms.
15 Dec 2018
Fundamental Coverage – HAS, HBI, HD, HLT, HOG
Hasbro has had a stock price that has taken off last couple of years and a very good model of storytelling combined with games to make toys, which is sort of what we do here in Lucas Orchard (toy models or simple models) when we aren’t discussing serious topics of importance. It is important to understand where the boundary of storytelling lie or you would be generating fake news, and...
05 Dec 2018
Fundamentals – GM, GPC, GPS, GRMN, GT
General Motors has some good research going on in fuel cells and other areas. Genuine Parts distributes auto parts as well as other hydraulics and some office supplies. Gap has declining year over year same store sales in its main brands but better ones in Old Navy which has a little lower margins I would think as it is more value oriented brand. Garmin makes instruments such as sports indicators...
13 Nov 2018
Consumer Discretionary: DHI, DLTR, DRI, EBAY, EXPE, F, FL
DHI – DR Horton homes buys property and builds homes on them. They are exposed to macroeconomic risk, as higher rates for example makes it more expensive for people to buy homes and also tends to be correlated with inflationary pressure on the raw components that DH Horton homes makes homes with. It’s good to a get a sense of where new construction coming from which is mostly in the...