Articles by Courage & Conviction Investing, SA

  • Posted on 2/26/18

    Advance Auto Parts: Am I Fighting The Tape?

    I am a bit puzzled by the string of sell-side upgrades to Advance Auto Parts (AAP) after its Q4 2017 earnings print. I would argue that . . .

  • Posted on 2/14/18

    GNC Holdings: Amen!

    First of all, congratulations to Bob Moran, Ken Martindale, Tricia Tolivar, and the team of GNC (NYSE:GNC) Jedi Knights. Over the past 12 months I have . . .

  • Posted on 6/29/17

    Rite Aid: M&A Arbitrage Gone Wrong

    Rite Aid Corporation (RAD) and Fred’s Inc. (FRED) investors awoke to some most unfortunate news. Instead of a miraculous and low probability FTC approval, they were . . .