TK Journal 2020-07-16

Schaffer (SFC) announced that their profit would be flat in 2020 and that this profit would be bolstered by equity gains in it’s investment portfolio. They also advised that the Automotive Leather division which makes up the majority of it’s operating profit is down...

S01E32 – Turning Japanese

On this episode we debunk more claims about the death of value investing and how it relates to the “Japanification” of the economy; I come up with a new nickname for Tony; And we answer a listener question about how quickly he invests new funds.

Our stock analysis of the week is the diversified leather manufacturer SCHAFFER CORPORATION (SFC).

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