FA Alpha Weekly Digest - 07 11 2022
Wall Street’s stock picks can’t be trusted and the advertising bias of the mainstream financial media makes their news only sensationalist-driven. In this week's digest, you'll learn why not to trust as-reported metrics.
We bring you the FA Alpha Weekly Digest, a roundup of FA Alpha’s unique and unparalleled equity, credit, and macroeconomic insights over the past week.
In today’s digest, we featured GoDaddy, Inc. (GDDY), Ranger Oil Corporation (ROCC), Penske Automotive Group, Inc. (PAG), and Bridgewater.
With Immense Market Dominance, GoDaddy Enjoys Undiscovered High Profitability
As the leading website service provider, one would expect GoDaddy (GDDY) to have massive profitability. However, investors see the contrary. Find out why the as-reported metrics make it look like the best brand in the internet service space is making no money.
Ratings agencies continue to miss the power of the energy industry
Despite Ranger Oil Corporation (ROCC) being positioned strategically to benefit from the recent jump in crude oil prices, credit rating agencies are predicting that the company would have a high chance of bankruptcy in the coming years. Dig into the company’s real creditworthiness through the Credit Cash Flow Prime.
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Penske is losing its car dealership battle
Automotive manufacturers adopting the direct-to-customer channel instead of working with independent dealerships are disrupting the automotive retail model. Discover what investors can expect from the current valuations of Penske Automotive Group (PAG), the second-biggest car dealer in the U.S.
Does Ray Dalio still have what it takes to keep Bridgewater in the #1 spot?
Founded in 1975, investment legend Ray Dalio has managed to grow Bridgewater into the world’s largest fund by assets under management. He is a man who got over many crises and market crashes—he turned a profit during the 1987 stock market crash, handled the dot-com crisis, and forecasted the global financial crisis in 2007. Read more about Ray Dalio’s portfolio and his recent insights on the market and the economy.
We hope you find this week’s FA Alpha Daily articles insightful.
See you next Monday as we talk about the 1945 recession and another set of interesting names.
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