March 19, 2020 · Archive

Looking for Buying Opportunities in the Bessemer Cloud Index

As corporate debt and liquidity comes into focus, the approach to company analysis that I’ve taken on A Ticker A Day to avoid businesses with a great deal of debt and/or a poor debt rating is becoming more important than ever. While the overall market is down, I have been opportunistically looking for which buying opportunities to act on. For me, this comes down to …

From the archive

The rest of this post is part of A Ticker a Day

In 2020 I researched one publicly traded company every weekday and decided, in public, whether to put $10 into it or into the index. This is one of those posts. The archive isn't open right now — I'm working on bringing A Ticker a Day back, rebuilt so the portfolio tracks itself.

No list, no automated email — just a note from me when there's something to read.

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