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The following segment was excerpted from this fund letter. Tecnoglass Inc (NYSE:TGLS) Tecnoglass is a vertically integrated manufacturer, supplier, and installer of architectural glass,...
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Driven Brands Holdings Inc. (NASDAQ:DRVN) Q3 2024 Earnings Conference Call October 31, 2024 8:30 AM ET Company Participants Joel Arnao – Senior Vice President...
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Veris Residential, Inc. (NYSE:VRE) Q3 2024 Earnings Conference Call October 31, 2024 8:30 AM ET Company Participants Taryn Fielder – General Counsel & SecretaryMahbod...
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Rush Street Interactive, Inc. (NYSE:RSI) Q3 2024 Earnings Call October 30, 2024 6:00 PM ET Company Participants Richard Schwartz – Chief Executive OfficerKyle Sauers...
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Investment Thesis Cars.com (NYSE:CARS) had a strong run post-COVID as improving car inventory levels and vehicle sales lead to an improvement in dealer spends....
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The US dollar was mixed last week. One would have thought, based on the geopolitical tensions, the stronger-than-expected US economic data resulted in upward...
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After almost 3 years of full lockdown, Macao’s casinos finally opened in full in 2023. Their economy is mostly founded on tourism and in...
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Emerging market central banks responded quicker to inflation and remain in better shape financially than developed markets, and EM bonds may add resilience to...
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Back in February, I place a “Buy” rating on CarGurus (NASDAQ:CARG), arguing that its results were being muddied by issues at CarOffer, but that...
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A Barbell Maturity Structure Can Capture High Front- and Back-End Yields Historical and current analyses do not guarantee future results. For illustrative purposes only....
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In September of 2017, I received slightly over $100K from my former employer, representing the commuted value of my pension plan. I decided to...
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Why Anta? Global sportswear leaders like Nike (NKE) and Adidas (OTCQX:ADDYY) have been able to generate high ROICs (>20%) in their peak years. I...
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In January, I rated Energizer Holdings (NYSE:ENR) a hold and remarked that it was okay to take profits. I followed my advice and was...
