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),...
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...
Real estate investment trusts, or REITs (VNQ), are today offering a historic opportunity for contrarian investors. During most times, you would expect them to...
Since the launch of Disney+ in late 2019, Disney (NYSE:DIS) embarked on their direct-to-consumer streaming journey, offering Disney+, ESPN+, and Hulu directly to consumers....
Thesis Online shopping has undergone some evolution. Beyond the sheer convenience of making purchases from the comfort of one’s home, consumers are now navigating...
Investment Thesis Thermo Fisher (NYSE:TMO) has consistently outperformed the market and has now established a revenue base that is largely recurring and predictable. In...
By Ning Meng As China accelerates stimulus across multiple sectors, its sluggish economy is showing early signs of recovery, boding well for the A-share...