This article was written by Follow I spent 30 years in the institutional trenches as a trader, analyst, and portfolio manager, eventually running the...
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CrowdStrike Holdings, Inc. (NASDAQ:CRWD) has emerged as a formidable player in the cybersecurity domain, as evidenced by its impressive financial performance in past quarters....
Investment Thesis Last time I wrote about Home Depot (NYSE:HD), I talked about how the current macroeconomic climate was putting pressure on the company....
The global economic outlook along with market valuations and asset class fundamentals all lead us to favor fixed income. Relative to equities, we believe...
Investment Thesis International Seaways (NYSE:INSW) is a shipping services company that deals in the transportation of petroleum products and crude oil. The company has...