Laker Asset Management

Join us on Zoom this Thursday at 7:00 PM: mhur.st/LAM

Laker Asset Management

Derek Kagen

Club News

Value Investing and Hedging -Team 1

Looking at Value and Equity Hedging Since Laker Asset Management’s establishment in 2018, our thematic investment strategy has been the club’s bread and butter. This is, attempting to forecast future economic trends and consumer behavior, and investing around ideas. Some of our themes have been generally safe, and others have been inherently more risky, but the club has managed to find relative success and keep up with our benchmark index throughout the past few years. COVID-19 and it’s name

by Derek Kagen
Domestic

Electric Cars? Think Bigger

THE FUTURE: PUBLIC, PUBLIC TRANSPORT Over the last few weeks during our meetings, Laker Asset Management has had some extensive conversations on the state of automobile manufacturing. Following CA Governor Newsom’s September 23rd announcement of a 2035 target for an end to gas car sales, we have been once again Thinking Green. The domestic research group has been exploring the emerging independent electric car market, as well as the progressive renewable initiatives among domestic gas guzzle

by Derek Kagen
International

International Holdings Update: BABA

Alibaba: Finding International Success where Amazon Falls Short INTRO: Alibaba, commonly referred to as “The Amazon of China”, has been a mainstay on the international side of the Laker Asset Management portfolio since the Spring of 2018. LAM bought just in time, as BABA revenue has nearly doubled just in the two years of ownership. Let us take a statistical glance at the e-commerce and cloud computing company’s success in China, and why the stock remains a great buy. Alibaba has effec

by Derek Kagen
Club News

Three-Day Rule to Challenge Market Stability

Three-Day Rule Challenges Q3 Rally Now that we have come upon Labor Day and the month of September, we approach the last breaths of Q3. As Americans, we set our sights on sooner than later, finally escaping 2020. It looked as though we would enter the weekend with continued high hopes for the market, but trading on the third and fourth of the month was a major vibe-check. The S&P 500 tumbled 2.3% over the week, and the Dow Jones Industrial Average slid 1.8%. Despite starting with stock spli

by Derek Kagen
International

International | Apr 8th-Apr 14th | Will Oil Production Cuts Be Enough?

Global Oil War Comes to a Close: Last Thursday, April 9th, twenty-three countries met led by Russia and Saudi Arabia, in efforts to end the "oil war" that had been in full swing since early March. On that day, production cuts were initially rejected by Mexico, but come April 12th, the deal was finalized. OPEC+ nations are to reduce output by 9.7m barrels per day in the months of May and June, or about 10% of global output. The countries, while not required to as per the deal, are likely to h

by Derek Kagen
International

International | OPEC+ and COVID in EU| Mar 22nd 2020

Follow-Up on Oil War & European Prevention Efforts UPDATE: European Stage of the Coronavirus Epidemic Italy has surpassed China in total deaths at nearly 5,500, making it the new epicenter of the virus. The entire country is completely shut down and off limits, and any movement within the country has even been restricted. Over the course of the last week we have seen lots of development in the variety of restrictions which European countries are putting in place to comba

by Derek Kagen