This article was written by Follow Full time trader and investor. Instead of lengthy and boring articles, I prefer writing concise arguments about value...
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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...
The purpose of the Oakmark Equity and Income Fund (MUTF:OAKBX, “the Fund”) is to (1) protect capital during market downturns, (2) compound capital at...
Introduction Cenovus Energy (NYSE:CVE) (TSX:CVE:CA) is a large integrated oil and gas producer in Canada. The company produced in excess of 700,000 barrels of...
Moats and Monopolies Here at Moats and Monopolies, we run a concentrated portfolio of high quality compounding assets from across the world. This is...
MARKET OUTLOOK POSITIONING The fixed income investing landscape remained challenged in the third quarter. We maintain our recommendation for focus on individual credit selection...
This article was written by Justin Law has a Ph.D in Chemistry from Rice University and has earned the CFA Institute Investment Foundations certificate....
In recent news, SunOpta Inc. (NASDAQ:STKL) has made a significant announcement regarding the sale of its frozen fruit business, marking a pivotal moment in...
Main Thesis/Background The purpose of this article is to take stock of the current market environment and to give my macro-level thoughts. There has...