Estée Lauder Companies (NYSE:EL) shows the conventional wisdom that COVID-19 has killed the cosmetic industry is dead. Notably, Estée Lauder’s income and gross grew in 2020. Moreover, Stockrow estimates that Estée Lauder’s revenues grew by 4.95% in the quarter ending on 31...

The New York Times Company (NYSE: NYT) is now a digital media organization. “In 2020, we reached two key milestones, both of which we expect to be enduring: Digital revenue overtook print for the first time, and digital subscription revenue,...

The Booking Holdings Inc. (NASDAQ: BKNG) share price shows Mr. Market thinks travel can recover from the coronavirus. For example, Mr. Market paid $2,366.79 for Booking Holdings (BKNG) shares on 9 March 2021. Interestingly, Mr. Market’s faith in Booking Holdings grew during the...

Merck & Co. (NYSE: MRK) could cash in on coronavirus by manufacturing vaccines. Merck (MRK) will manufacture the controversial Johnson & Johnson (JNJ) single-shot vaccine, U.S. President Joe Biden (D-Delaware) announced on 3 March 2021. Biden hopes Merck and J&J could...

My definition of a value trap is a cheap stock in a company that makes lots of money but does not grow. Interestingly, long-time Buffett favorite Kraft Heinz (KHC) displays some of those characteristics. For instance, Mr. Market paid $37.85 for the...