Operator Good morning, and welcome to the Xtract One Technologies Fiscal 2026 First Quarter Earnings Conference Call. [Operator Instructions] Please note, today’s event is...
Dara MohsenianMorgan Stanley, Research Division Good afternoon, everyone. I’m Dara Mohsenian, Morgan Stanley’s beverage and household products analyst. Just before we get started, as...
Please note that this week is the quarterly Master List fundamentals update. Every quarter, after earnings, I update all necessary fundamentals for the DK...
Introduction and thesis ThredUP (NASDAQ:TDUP) is a leading online thrift store and fashion resale platform founded in 2009. It operates in the secondhand fashion...
Early January this year, I wrote a bullish article on Blue Owl Capital (NYSE:OWL) establishing a clear buy rating considering the underlying focus on...
In August, I downgraded the ProShares Ultra Bloomberg Natural Gas ETF (NYSEARCA:BOIL) due to heightened roll decay heading into the winter. Since my downgrade,...
Note: I previously covered Hafnia (OTCQX:HAFNF). In my last take, I discussed the clean tankers market and the company’s strengths (fleet, balance sheet, and...
Introduction In October 2022, Simplify launched the Simplify Stable Income ETF (NYSEARCA:BUCK). This came out alongside the more popular (and higher risk) Simplify Enhanced...
Introduction Celsius Holdings (NASDAQ:CELH) is probably one of the hottest stocks on the market right now, which is unique for a company selling energy...
In our last coverage of Brookfield Infrastructure Partners L.P. (BIP), (BIPC), we highlighted some interesting opportunities in the secondary securities. In the US, there...