Episode 26: A Permanent Place For Hyper-Niche Software w/ Michael Girdley, Dura Software

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive This week we chat with Michael Girdley. Michael’s list of accomplishments and ventures would take up the rest of this description! In short, he loves building businesses and creating products that resonate with customers. He’s the founder of Geekdom Fund, CodeUp […]

Quick-Take: Altisource Portfolio Solutions (ASPS)

Business Description: Altisource Portfolio Solutions S.A. operates as an integrated service provider and marketplace for the real estate and mortgage industries in the United States and internationally. It operates in two segments, Mortgage Market and Real Estate Market. – TIKR.com The Thesis: ASPS is an “ick” stock that doesn’t screen well, is currently losing money […]

Sifting For Asymmetry

The market moves off stories. These stories are based on both the underlying fundamentals and people’s perceptions of the underlying fundamentals. Our job as traders isn’t to try and predict where the market is going (that’s a fool’s game). Rather, it’s to identify areas of potential asymmetry. We like asymmetric opportunities as traders because they […]