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Since my last article on Under Armour (UAA) (NYSE:UA) written in June, titled “Finding Hope Amidst Under Armour’s Challenging Outlook,” as I predicted, the...
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This article was written by Follow I am interested in frontier/emerging stock markets and other international markets ( ie. Japan/Korea). My articles will primarily...
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Listen below or on the go on Apple Podcasts and Spotify AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. national...
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This article was written by Follow Equity strategist + Co-PM Global Equities [Bernard Holdings]. Objective view on the directional bias of markets. Technical expertise...
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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...
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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...
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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...
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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...
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Hancock Whitney Corporation (NASDAQ:HWC) Q3 2023 Earnings Conference Call October 17, 2023 5:00 PM ET Company Participants Kathryn Mistich – Investor Relations Manager John...
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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...
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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...
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CLOs Explained (Well, Sort Of…….) There is a lot of commentary here on Seeking Alpha about CLO funds and exchange-traded funds (“ETFs”). This is...
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Investment action I recommended a hold rating for E2open Parent Holdings (NYSE:ETWO) when I wrote about it the last time, as I wanted to...
