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,...
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...
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...
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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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...
Magnolia Oil & Gas Corporation (NYSE:MGY) has been efficiently growing its production and now expects 8% production growth (not including its recent Giddings acquisition)...