This article was written by Follow From Growth To Value (Kris) is an individual investor with a long-term perspective. He targets high-quality disruptive businesses...
We maintain a neutral sentiment on Zoom Video Communications, Inc. (NASDAQ:ZM). Investors got excited last quarter when Zoom beat expectations and guided higher for...
Matthews International (NASDAQ:MATW) reported earnings. They weren’t too bad. Inorganic effects brought up results in some of the segments, but there was also quite...
This article was co-produced with Kody Kester of Kody’s Dividends. —————————————————————————– The market is 11% overvalued at 18.6X earnings and isn’t even pricing in...
Despite my constant warnings of conditions favoring a credit event (which clearly hasn’t happened in corporate credit yet), I’ve made it very clear that...
Looking for a reliable, stable investment in a high-tech business within a non-cyclical industry? Meet Lockheed Martin Corporation (NYSE:LMT). They’re a major player in...
Against my expectations from last year, business development company Bain Capital Specialty Finance, Inc. (NYSE:BCSF) performed better than expected, which has led to the...
Cleveland-Cliffs (NYSE:CLF) experienced a flat Q3’23 on a TTM basis with revenue slightly down at $21,928mm. Overall, operations were expansive with EBITDA margin expanding...