The Social Media Investment Thesis Remains Robust Under Mark Zuckerberg’s Leadership We previously covered Meta Platforms, Inc. (NASDAQ:META) in June 2023, comparing its Quest...
Following our recent publication of Compagnie Générale des Établissements Michelin (OTCPK:MGDDF)(OTCPK:MGDDY) with a positive view on the latest acquisition and a clear growth path...
Meta’s (NASDAQ:META) hugely successful launch of Threads broke the record for fastest growth to 10m users (within 2 hours of launch the platform had...
The Dry Bulker Investment Thesis Proves Compelling After The Deep Pullback We previously covered Golden Ocean Group (NASDAQ:GOGL) in March 2023, highlighting the early...
Investment thesis Our current investment thesis is: VSCO owns two leading brands in the industry but is facing increased competition and declining relevance as...
(This article was co-produced with Hoya Capital Real Estate.) On November 12, 2021, in conjunction with the Hoya Capital Income Builder (hereafter HCIB) marketplace...