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Investment thesis In our first coverage of the “newbie” shipping company Himalaya Shipping Ltd. (NYSE:HSHP) of 29th June this year, we initiated our coverage...
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This article was written by Follow Michael Kramer is the founder of Mott Capital, and is a long-only investor who focuses on macro themes...
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Seeking Alpha’s Calls Of The Week Nike (NKE): Why Investors Should Still ‘Just Do It.’ Realty Income (O) Is In The Buy Column For...
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This article was written by Follow I have approximately 13 years of experience trading and researching, specifically relating to central banking and credit cycles....
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Introduction In today’s article, I’d like to discuss the Vector Group (NYSE:VGR), a peculiar company that sells cigarettes, and more recently, develops luxury real...
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By Breakingviews Carlyle’s (CG) new boss Harvey Schwartz spent 21 years as a rainmaker at Goldman Sachs. One way he could leave a lasting...
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Daniel Loeb – Third Point Fund – DealBook Conference in New York In today’s article, we bring you the latest update in our recurring...
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Investment thesis Our current investment thesis is: UNFI has achieved healthy growth in the last decade but this has seemingly come at the expense...
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Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company (“BDC”) sector from both...
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By Matt Wagner, CFA When will international equities outperform the U.S.? This seems to be a constant refrain from investors over the last decade....
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This article was written by Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands...
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This article was written by Buy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us...
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Magnolia Oil & Gas Corporation (NYSE:MGY) has been efficiently growing its production and now expects 8% production growth (not including its recent Giddings acquisition)...
