Napatree Blog

This week our investment committee looked at the recent employment data as our economy booms. Napatree Capital

Time to Make the Donuts

May 14, 2021

In 1984 there was a popular commercial for Dunkin’ Donuts, featuring an exhausted baker who proclaimed daily, “time to make the donuts”. For nostalgia’s sake it can be viewed here on YouTube. That phrase, because of the popularity of that ad, became synonymous with “time to go to work” in the mid-to-late eighties.  This week […]

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A recent addition to the Focused Value portfolio: Molson Coors

A Recent Addition to the Focused Value Portfolio

May 7, 2021

We have talked with many of you about Napatree Capital’s flagship Focused Value strategy. Focused Value currently owns 47 high quality companies that in our analysis, have been temporarily underestimated and mispriced by the market. The following is a brief analysis behind a recent addition to the Focused Value portfolio: Molson Coors (symbol: TAP).  Our investment team continually […]

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Looking Ahead: The Case for Active Management - Napatree Capital Wealth Management

Looking Ahead: The Case for Active Management

April 30, 2021

In this week’s brief, we thought it might be interesting to share our most recent investments in our flagship Focused Value equity strategy. These four investments, shown below in descending chronological order, are Healthcare Services Group (HCSG), Molson Coors (TAP), PlayAGS (AGS), and Rent-A-Center (RCII). As illustrated below, the longer our holding period, the greater the […]

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Coinbase Initial Public Offering - Napatree Capital Wealth Management

Coinbase Initial Public Offering

April 16, 2021

The news of the week in the financial world was without a doubt, the debut of the Coinbase Initial Public Offering under the ticker symbol COIN. Coinbase is an exchange for Cryptocurrencies like Bitcoin, Ethereum and other ‘Alt Coins’. The service enables a user to go on their website or download their app, easily connect […]

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Cash is King (Maybe) - Napatree Capital Wealth Management

Cash is King (Maybe)

April 9, 2021

We are constantly asked, “is now a good time to invest in stocks?” One of the data points our investment committee monitors is cash balances, as measured by money market balances. Currently there is $2.4 trillion in cash, a figure which needs some context, so let’s look at cash to total household debt: Since late […]

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Time In The Market vs Timing The Market

Time In The Market vs Timing The Market

April 2, 2021

From January 1, 2010 to December 31, 2019, being out of the market dramatically impacted total return on your investments. We have no idea when the best days will occur, but missing the 20 best days in this ten year period cost an investor a whopping 50%. Yes, but what about the COVID crash of […]

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