Spin-Off Compendium – February 2020

Musings on mega-cap companies, industry thoughts and facts and figures on oil and energy services, and stock write-ups including shipping and logistics companies.

Stahl Compendium – January 2020

Musings address size factor and risk in equity index performance; discussion of small vs large cap performance, and the improbability of mega cap companies meeting the earnings growth projections embedded in their market capitalization. In Facts & Figures, an updated discussion of FB and GOOGL advertising spending as a share of global advertising spending.