2020 in Review

I started this blog to track my portfolio, write down my thoughts on various companies, and formalize my investing process. Here, I write my thoughts about each of the seven positions I hold going into 2021. The Investments Facebook Facebook is the most undervalued large-cap tech company with the brightest future. Anti-Trust Speaking as someone … Continue reading 2020 in Review

DXC Technology (NYSE: DXC)

Company Overview DXC Technology is a B2B IT services company that provides information technology solutions. It provides enterprise-level services through a mix of fast growing, stagnant, and declining verticals. Its main competitors are Accenture, Cognizant Group, Infosys, and CGI Inc. On March 9th, DXC entered into a purchase agreement to sell its Health and Human … Continue reading DXC Technology (NYSE: DXC)

Hanesbrands Inc. (NYSE: HBI)

Company Overview Hanesbrands produces innerwear and activewear for sale in the United States and international markets. Its innerwear line consists primarily of the original Hanes brand. The activewear line is led by the Champion brand. Currently, the sales breakdown is relatively even. Over the past several years, domestic innerwear sales have decreased slightly and have … Continue reading Hanesbrands Inc. (NYSE: HBI)