Portfolio – Laker Asset Management

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 September 25, 2020September 29, 2020

New Ideas

New Ideas | Volatility = Opportunities | Aug 26th-Sep 1st

High Volatility Leads To New Opportunities Since the beginning of 2018, we have seen equity markets be volatile, and within August, the Volatility S&P 500 index (VIX) has seen higher highs and higher lows. VIX is often referred to as the fear index or the fear gauge because higher volatility equals higher uncertainty in the markets. In a 2011 report, Crestmont Research found that higher volatility corresponds to a higher probability of a declin

by Adrian Larsen September 2, 2019September 3, 2019