Hedge Fund Manager, Owner of ValuePlays and Angel Investor
Contributor's Links: ValuePlays Rand Strategic Partners

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Todd Sullivan is a Massachusetts-based value investor and a General Partner in Rand ... more

ALL CONTRIBUTIONS

Carloads Returning To Pre-COVID Levels
Kansas City Southern (KSU) updated business through Jun 20th that carloads recovered to 92% of pre-COVID-19…while Train Length rises 27%+.
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Employment Rises
A lot of the data we are seeing now is simply a “catch-up” activity due to the shutdown. My concern is what happens when Fed aid dries up and people realize the jobs they had are not there to go back to. Q3 and Q4 worry me.
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Chemical Activity And Truck Tonnage Rebound
The Chemical Activity Barometer (CAB) and Trucking Tonnage Index (TTI) continue to rebound. 3 charts show how these indicators relate to economic activity and the SP500 long and short term and their relationship to each other.
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S&P 500 Intrinsic Value Update - Tuesday, June 30
The Value Investor Index is updated with the latest Trimmed Mean PCE inflation report. The market perception that oil prices are a significant factor for inflation is not supported by recent events.
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Oil Consumption Recovers
US Petroleum Consumption was ~17.6mil BBL/Day in early March 2020 prior to COVID-19. Currently rising to 15.9mil BBL/Day represents a recovery to 90% of previous consumption levels and a sign of decent economic recovery.
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Tale Of Two Tapes: Recovery Data V Bubble Forecasts
Momentum Investors judge economic activity by using the price-trends of the largest stocks in the SP500. In the current environment, this means the 10 issues titled Mega-Caps in today’s marketplace which includes some of the FAANG.
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STOCKS I FOLLOW

TWEETS

PERSONAL BLOG

Latest Posts
New Buy Coming Monday…
The next pick comes out Monday after the close... Our last two purchases are up 114% (bought in Aug) and 4% (bought in Jan)
Subs: Friday’s Links
Despite rumors, GE won’t be cutting the dividend. The exact level of GE’s dividend may change (up or down) but that may be a function of what is done with the businesses.

Work Experience

Angel investor
DailyWorth.com, Inc.
January 2014 - Present (6 years 8 months)
Backer
Backer of Follow Friday the Film
June 2012 - Present (8 years 3 months)
Angel Investor
Mile High Organics
October 2012 - Present (7 years 11 months)
Founder & General Partner
Rand Strategic Partners
January 2010 - Present (10 years 8 months)
Owner, Editor, Writer
ValuePlays
January 2007 - Present (13 years 9 months)

Education

State University of New York College at Cortland
BS
1986 / 1990
Management Science, Economics

Publications