Appleseed Capital | News & Commentary

Forbes: Four Reasons To Invest In The Cheapest Wireless Company On The Planet

There’s a lot to like about the business, balance sheet, and valuation of SK Telecom. For a large-cap company, SK Telecom looks remarkably interesting and undervalued.

How To Invest In An Era Of $100 Trillion Financial Obligations

“The four most expensive words in the English language are ‘this time it’s different.’” It’s different this time, and it’s also not different this time. It’s different this time because the credit-driven U.S. economy is burdened with a monumental level of financial obligations relative to GDP.

MarketWatch: Gold—even at its lowest levels in 2018—is behaving just as prescribed

“Sure, the opportunity cost of holding gold given where stocks are isn’t great, but the long-term reasons to own gold are just as real as they were months ago, as a store of value with low correlation to stocks,” said Adam Strauss, CFA, with Appleseed Capital.

Forbes: Four Reasons To Invest In The Cheapest Wireless Company On The Planet (8/16/2018) - There’s a lot to like about the business, balance sheet, and valuation of SK Telecom. For a large-cap company, SK ...
How To Invest In An Era Of $100 Trillion Financial Obligations (8/6/2018) - "The four most expensive words in the English language are 'this time it's different.'” It’s different this time, and it’s ...
MarketWatch: Gold—even at its lowest levels in 2018—is behaving just as prescribed (8/6/2018) - "Sure, the opportunity cost of holding gold given where stocks are isn't great, but the long-term reasons to own gold ...
NASDAQ: Are You an Investor or a Gambler? (7/19/2018) - Most of us have fallen victim to this cognitive bias at one time or another, whether with coin flips, dice ...
NASDAQ: Green 401(k)s (6/4/2018) - Despite the compelling benefits and growing number of such strategies in the market, there is one area of the market ...
Skytop Strategies: Impact Investing Conference Interview with Josh Strauss (5/25/2018) - Joshua Strauss from Appleseed Capital Talks Impact and Long/Short Investing by explaining our approach to applying ESG analysis and screening ...
InvestmentNews: Best Places to Work 2018 for Financial Advisers (5/16/2018) - Appleseed Capital recognized in the Investment News Best Places to Work list.
NASDAQ: Spirit Airlines (5/3/2018) - The airline industry has undergone fundamental changes in the past five to seven years that have made it far more ...
Trade War Investment Risks (4/26/2018) - History often repeats itself; when the economy is persistently weak, populism and trade protectionism tend to rise.
NASDAQ: Green Bonds (4/25/2018) - Green bonds differ from traditional bonds in that the issuers of green bonds publicly state that the capital raised through ...
Forbes: Shareholder Influence on Impact Investing (4/18/2018) - Josh Strauss talks ESG with Forbes contributor Christopher Skroupa.
NASDAQ – China Mobile (4/17/2018) - China Mobile’s subscriber base is almost four times the size of the U.S. customer base of Verizon (VZ), the #1 ...
NASDAQ: How Investors Can Outsmart The Herd (3/29/2018) - Herd behavior is the tendency for individuals to mimic the actions of a larger group, even if, individually, most people ...
Business Wire: Appleseed Capital Named One of the “Best Places to Work” (3/28/2018) - Appleseed Capital Named One of ‘Best Places to Work’ for Financial Advisors by InvestmentNews
Real Assets Adviser: ESG Investing in Commodities (3/22/2018) - Shop Talk: ESG investing in commodities Did you know that gold is the only recyclable commodity?
WSJ: Copper Extends Slide on Demand, Rate Worries (3/20/2018) - Copper Extends Slide on Demand, Rate Worries, Gold little-changed ahead of this week’s Fed meeting.
Party Like It’s 1999 (2/5/2018) - Analyzing historical precedents can often provide useful insights. As Mark Twain once said, "history doesn't repeat itself, but it often ...
The New Age of Monopoly (11/2/2017) - “This is an upsetting event to all of us here at United… I apologize for having to re-accommodate these customers." ...
Solutions with Sonya: Short Selling Private Prison Stock (10/30/2017) - In conversation with Matthew Blume about the idea of shorting stocks of “bad actor” companies, an idea that logically follows ...
Embracing Sustainability (10/11/2017) - In the late 1990s, Nike’s brand image had become increasingly tarnished due to a wave of environmental and safety scandals, ...
Why the South Korean Stock Market is Attractive, Despite North Korea (9/6/2017) - The South Korean stock market is a great place to find value, and particularly right now when the U.S. stock ...
Re-Post – How to Invest in the Age of Corporate Fraud (9/1/2017) - In hindsight, corporate scams are easy to identify; hindsight vision is always clearer at the bottom of an economic cycle ...
Barrons: Qualcomm Bore Nokia; It Can Get Past Apple (8/24/2017) - Embroiled in a high-stakes, high-profile patent litigation with Apple, Qualcomm’s stock is cheap, pays a 4.3% dividend, and has the upper hand ...
Price is What You Pay, Value is What You Get (8/8/2017) - Investors who closely follow the financial markets discover fairly quickly that the prices of stocks often do not reflect their ...
2017 Impact Report (7/7/2017) - Shareholder Engagements with Titan International and Verizon Communications
The Active (Value) Investor’s Manifesto (5/24/2017) - Don’t let the conservative dress habits of the financial services industry fool you; the financial world is far from immune ...
Future of Everything: What’s the Future of Impact Investing? (5/23/2017) - Impact investing – investments that focus on making a social or environmental impact – have historically been relegated to the ...
ESG Integration in Short Selling (5/19/2017) - In this analysis, we argue that applying ESG integration concepts to short selling has the potential to uncover opportunities that ...
Medium: Less Power for the Little Investor (4/27/2017) - One of the hallmarks of a well-functioning capital market system and a well-functioning democracy is the ability of shareholders to ...
The Investment Case for Owning Gold (3/16/2017) - Nothing beats a little cash in a bear market, of course, and the oldest form of cash is gold.

Forbes: Four Reasons To Invest In The Cheapest Wireless Company On The Planet (8/16/2018) - There’s a lot to like about the business, balance sheet, and valuation of SK Telecom. For a large-cap company, SK ...
MarketWatch: Gold—even at its lowest levels in 2018—is behaving just as prescribed (8/6/2018) - "Sure, the opportunity cost of holding gold given where stocks are isn't great, but the long-term reasons to own gold ...
NASDAQ: Are You an Investor or a Gambler? (7/19/2018) - Most of us have fallen victim to this cognitive bias at one time or another, whether with coin flips, dice ...
NASDAQ: Green 401(k)s (6/4/2018) - Despite the compelling benefits and growing number of such strategies in the market, there is one area of the market ...
Skytop Strategies: Impact Investing Conference Interview with Josh Strauss (5/25/2018) - Joshua Strauss from Appleseed Capital Talks Impact and Long/Short Investing by explaining our approach to applying ESG analysis and screening ...
InvestmentNews: Best Places to Work 2018 for Financial Advisers (5/16/2018) - Appleseed Capital recognized in the Investment News Best Places to Work list.
Forbes: Shareholder Influence on Impact Investing (4/18/2018) - Josh Strauss talks ESG with Forbes contributor Christopher Skroupa.
NASDAQ: How Investors Can Outsmart The Herd (3/29/2018) - Herd behavior is the tendency for individuals to mimic the actions of a larger group, even if, individually, most people ...
Business Wire: Appleseed Capital Named One of the “Best Places to Work” (3/28/2018) - Appleseed Capital Named One of ‘Best Places to Work’ for Financial Advisors by InvestmentNews
Real Assets Adviser: ESG Investing in Commodities (3/22/2018) - Shop Talk: ESG investing in commodities Did you know that gold is the only recyclable commodity?
WSJ: Copper Extends Slide on Demand, Rate Worries (3/20/2018) - Copper Extends Slide on Demand, Rate Worries, Gold little-changed ahead of this week’s Fed meeting.
Solutions with Sonya: Short Selling Private Prison Stock (10/30/2017) - In conversation with Matthew Blume about the idea of shorting stocks of “bad actor” companies, an idea that logically follows ...
Barrons: Qualcomm Bore Nokia; It Can Get Past Apple (8/24/2017) - Embroiled in a high-stakes, high-profile patent litigation with Apple, Qualcomm’s stock is cheap, pays a 4.3% dividend, and has the upper hand ...
Future of Everything: What’s the Future of Impact Investing? (5/23/2017) - Impact investing – investments that focus on making a social or environmental impact – have historically been relegated to the ...
Medium: Less Power for the Little Investor (4/27/2017) - One of the hallmarks of a well-functioning capital market system and a well-functioning democracy is the ability of shareholders to ...

NASDAQ: Spirit Airlines (5/3/2018) - The airline industry has undergone fundamental changes in the past five to seven years that have made it far more ...
NASDAQ: Green Bonds (4/25/2018) - Green bonds differ from traditional bonds in that the issuers of green bonds publicly state that the capital raised through ...
NASDAQ – China Mobile (4/17/2018) - China Mobile’s subscriber base is almost four times the size of the U.S. customer base of Verizon (VZ), the #1 ...
Why the South Korean Stock Market is Attractive, Despite North Korea (9/6/2017) - The South Korean stock market is a great place to find value, and particularly right now when the U.S. stock ...
2017 Impact Report (7/7/2017) - Shareholder Engagements with Titan International and Verizon Communications

How To Invest In An Era Of $100 Trillion Financial Obligations (8/6/2018) - "The four most expensive words in the English language are 'this time it's different.'” It’s different this time, and it’s ...
Trade War Investment Risks (4/26/2018) - History often repeats itself; when the economy is persistently weak, populism and trade protectionism tend to rise.
Party Like It’s 1999 (2/5/2018) - Analyzing historical precedents can often provide useful insights. As Mark Twain once said, "history doesn't repeat itself, but it often ...
The New Age of Monopoly (11/2/2017) - “This is an upsetting event to all of us here at United… I apologize for having to re-accommodate these customers." ...
Re-Post – How to Invest in the Age of Corporate Fraud (9/1/2017) - In hindsight, corporate scams are easy to identify; hindsight vision is always clearer at the bottom of an economic cycle ...
Price is What You Pay, Value is What You Get (8/8/2017) - Investors who closely follow the financial markets discover fairly quickly that the prices of stocks often do not reflect their ...

Embracing Sustainability (10/11/2017) - In the late 1990s, Nike’s brand image had become increasingly tarnished due to a wave of environmental and safety scandals, ...
The Active (Value) Investor’s Manifesto (5/24/2017) - Don’t let the conservative dress habits of the financial services industry fool you; the financial world is far from immune ...
ESG Integration in Short Selling (5/19/2017) - In this analysis, we argue that applying ESG integration concepts to short selling has the potential to uncover opportunities that ...
The Investment Case for Owning Gold (3/16/2017) - Nothing beats a little cash in a bear market, of course, and the oldest form of cash is gold.

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