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,...
Introduction It’s been more than two years since I last discussed Tamarack Valley Energy (TSX:TVE:CA) (OTCPK:TNEYF). Although I liked the company when it exited...
Introduction The diverse nature of Compass Diversified (NYSE:CODI) has played out very well in their favor so far. The company has managed to return...
The bullish thesis about buying into UnitedHealth Group Incorporated (UNH) is simple. It’s a leading, wide-moat, well-integrated healthcare player that has proven its ability...
The Company Core Molding Technologies, Inc. (NYSE:CMT) is a $245-million market cap firm that is engaged in the manufacturing of thermoplastic and thermoset structural...