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Mental Model: Price Incentives

Mental Model: Price Incentives

By Greenwood Investors What better day to discuss the power of price incentives on a business than Black Friday? There is none, and so let’s dive right in with our thesis: temporary price incentives undermine the quality of the demand […]

Omega Healthcare: Big Dividend, 3 Big Risks

Omega Healthcare: Big Dividend, 3 Big Risks

Omega Healthcare Investors (OHI) is an attractive, big-dividend (8.5%), real estate investment trust (REIT). Omega has delivered poor performance so far this year (as shown in our recent article: Big-Dividend Healthcare REITs, Ranking the Best and Worst) not only because […]

Black Friday Is the New Cyber Monday

Black Friday Is the New Cyber Monday

In a Frank Talk this week, I discussed the surge in small-cap stocks since Donald Trump’s election. A bet on smaller domestic stocks, I wrote, is a bet that Trump will deliver on his promise to “make America great again.” […]