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Investment Thesis I previously covered Keysight (NYSE:KEYS) where I talked more in depth about the business model and the implied quality I think it...
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iFintechWorld
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Market Review North America U.S. Real Estate Investment Trusts (REITs) remain attractively priced, trading at about a 6% discount to net asset value (NAV),...
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Follow Play Earnings CallPlay Earnings Call Birkenstock Holding plc (BIRK) Q4 2025 Earnings Call December 18, 2025 8:00 AM EST Company Participants Megan Kulick...
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Follow Play Earnings CallPlay Earnings Call Jabil Inc. (JBL) Q1 2026 Earnings Call December 17, 2025 8:30 AM EST Company Participants Adam Berry –...
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Five IPOs debuted this week and raised over $1.3 billion in proceeds. One SPAC also listed. One name that did not join the fray...
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Investment Summary Avid readers of this channel will know that we have been scouring the basic materials sector for 1) well-priced compounders, with 2)...
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Introduction & Investment Thesis Deckers Outdoor (NYSE:DECK) is a casual lifestyle and performance-driven footwear, apparel, and accessories company that operates across its five proprietary...
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I am updating my analysis on Humana Inc. (NYSE:HUM) in light of reaffirmed earnings guidance. I previously rated Humana a buy for the following...
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Investment Thesis The Vanguard Mega Cap Value Index Fund ETF (NYSEARCA:MGV) provides diversified exposure to U.S. mega-cap stocks for a low 0.07% expense ratio....
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Those who read my work regularly might know that I am not a fan of certain investment products. Late last year, in September, as...
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This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don’t leave political comments...
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Overview I’ve always been a bit cautious when it came to investing in companies that operate within the food and restaurant category. This was...
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Introduction Liquidity Services’s (NASDAQ:LQDT) stock is up ~13% year-to-date and ~14% since the middle of April specifically. As a result, the market price is...
