Wealth Library

TLDR: HOLD Macro   ◇   Management   ◇   Risks   ◇   Fundamentals   ◇   Valuation   ◇   Investors Boot Barn (BOOT) is a US retail chain that sells western and work-related footwear, apparel, and accessories to a diverse customer base, including enthusiasts and blue-collar workers. Even with current negative macroeconomic factors, including short-term demand destruction for consumer cyclical, revenue growth supports that the business's profits will continue to rise, making it an investment opportunity available at a staggering discount for investors with a medium to long-term time horizon. Sustainable competitive advantage while trading at attractive valuations, with potential future valuations becoming more favorable. Impressive business growth, solidifying itself as the industry leader in a niche market. Macroeconomic factors will allow the investor to get in at the trough of the consumer cyclical. Business Model Boot Barn is a US-bas...

TLDR: BUY Macro   ◇    Management   ◇    Risks   ◇    Fundamentals   ◇    Valuation   ◇    Investors Occidental Petroleum (OXY) is an American company engaged in international hydrocarbon exploration, petrochemical manufacturing, and building up low-carbon technologies. Major macro factors are about to influence oil, and I believe picking up Occidental Petroleum at current prices will yield long-term gains from its recent lower swing in stock price. The Ukraine conflict, OPEC+, China easing lockdown policies, and US Government support the thesis of higher oil prices. Even using conservative valuations, I believe OXY stock is poised for major shareholder returns over the next 5 to 10 years. In my view, Occidental Petroleum is a strong buy at current levels and the inevitability of oil price increases favors the long-term holder. My personal average in OXY is around $55 per share,...