FANG Is So 2015… BARF In 2016 – Extract Advisors


FANG Is So 2015… BARF In 2016 by Darin Milmeister of Extract Advisors

The world has been enamored by Facebook Inc (Nasdaq:FB), Amazon.com Inc (Nasdaq:AMZN), Netflix Inc. (Nasdaq:NFLX), and Alphabet Inc (Nasdaq:GOOG) – represented by the acronym, “FANG.” The four stocks gained an average of 82% in 2015 and collectively created more than $449 billion in equity value. These companies generated a combined $186 billion in revenue over the last 12 months.

We at Extract Capital wanted to create a meaningless acronym ourselves, “BARF.” These are huge, or relatively huge, well…. they were huge mining houses. BHP Billiton Ltd (ASX:BHP), Anglo American plc (LSE:AAL), Rio Tinto plc (LSE:RIO), and Freeport-McMoRan Inc (NYSE:FCX). The four stocks declined an average of 51% and lost $101 billion in equity value in 2015. The four companies generated a combined $130 billion in revenue over the last 12 months. YTD for 2016, these stocks have dropped another 22.9% on average through January 20.

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Coho Capital LogoCoho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More


We are not espousing or implying any investment advice as it relates to the FANG or BARF stocks and we currently have no positions in any of the eight companies. Please draw any conclusions from the table below at your own peril:

FANG vs. BARF

1 Based on searches of company names on Google News Search