This article was written by Follow Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose...
This article was written by Follow Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He...
This article was written by Follow Jussi Askola is the President of Leonberg Capital, a value-oriented investment boutique that consults hedge funds, family offices,...
Photronics, Inc. (NASDAQ:PLAB) is a global player operating in the semiconductor and LCD screen market. It enjoys good financial ratings, in particular Revenue and...
Thesis Match Group, Inc. (NASDAQ:MTCH) holds a dominant position in the online dating industry, holding a large share of the global dating user base...
Investment thesis Our current investment thesis is: PRFT is a high-quality business with good scope to achieve MSD/HSD growth in the coming years, as...
Investment Summary The carve-out of Embecta Corp. (NASDAQ:EMBC) from Becton, Dickinson (BDX) in April last year has failed to materialize a gain in shareholder...
Omnicom Group Inc. (NYSE:OMC) Q3 2023 Earnings Conference Call October 18, 2023 4:30 PM ET Company Participants Gregory Lundberg – Senior Vice President, Investor...
Two of the very best-of-breed business development companies, or BDCs (BIZD), in the market today are Main Street Capital (NYSE:MAIN) and Sixth Street Specialty...