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Private Rail And The USA
Virgin Trains USA is planning a $500M IPO this week to become something of a private force in the build-out of private train systems in parts of the US.
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New Fortress Energy Is A "Mini-LNG" Play
Natural gas has been growing rapidly as a fuel of choice for generating electricity and also for powering vehicles and industrial projects.
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Legacy Housing Corporation Is A Good Old Fashioned Business
Legacy is small and has exercised excellent control of their own destiny. From a smaller base, Legacy has an easier time growing and they have been very effective at generating returns on capital.
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MOGU Is Meh At Best
MOGU is a deal that feels a little desperate even with bulge bracket bankers like Morgan Stanley and Credit Suisse
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Money Is A YETI 110 Iced Down With Some Silver Bullets
YETI Holdings will be coming public this week (prices Wednesday) and promises to be one of the next public niche consumer brands like Duluth Holdings and Canada Goose.
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Your Father’s Enterprise SaaS Company
SolarWinds will be returning to the public markets this week.
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Latest Comments
Dollar’s Ride Is About To End
4 years ago

Interesting but am not convinced. I don't follow Japan closely but against a developed world basket if currencies the USD looks pretty good to me. It's had a big run given that EUO has gone from $17 to $20 in the past couple of months so probably needs a rest.

The US economy may not be surging but overall the US prospects appear better than many, possibly even China in the short term. Euroland is still structurally screwed up and while the EUR has had a great decade as a currency I wonder about it from here (at least relative to the USD.)

A USD/EUR of $1.15 or so feels right. Maybe a little lower. I think $1.40 is an upper band and $1.05 a lower one. I don't often do anything with currencies but a few months back got long EUO and will stick with it as long as the US appears to be better off than other developed economies.

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STOCKS I FOLLOW

AAPL Apple Inc.
BABA Alibaba
BCOV Brightcove Inc
BSFT BroadSoft Inc.
CSOD Cornerstone OnDemand Inc.
GLUU Glu Mobile Inc.
RWLK ReWalk Robotics

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