Will shareholders get lucky with Clover Corporation?

Will shareholders get lucky with Clover Corporation?

Jun 23, 2020

Clover Corporation (CLV) is a recent addition to the Oracle Emerging Companies portfolio as a “picks and shovels” play on the booming premium infant formula market. The company has a patented encapsulation technology that creates a nutrient rich dry powder from tuna... read more
Don’t Fight the Fed

Don’t Fight the Fed

Jun 18, 2020

One of the most common questions financial professionals have fielded since March 23rd (the market bottom) is, why is the market rallying when we are in a Recession? While there are many answers, ranging from “a better than feared health outcome” to... read more
Beware false profits!

Beware false profits!

Jun 02, 2020

There is a saying “revenue is vanity, profit is sanity, cash is reality” which like most good quotes has seen the author lost to time. At its core, this quote is referring to the fact that there can often be large discrepancies between the profit reported through... read more
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