This article was written by Follow Buyside analyst covering global stocks on Seeking Alpha since 2018. I’ve been investing personally and professionally across major...
This article was written by Follow Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish...
This article was written by Follow Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish...
This article considers gold (XAUUSD:CUR) and the SPDR Gold Shares ETF (NYSEARCA:GLD) as a means for portfolio diversification, makes the argument that gold will...
Thesis With the Inflation Reduction Act providing sustained financial incentives to transition to renewable sources of energy, and the aggregate cost of photovoltaics now...
Marketing automation company, Klaviyo, Inc. (NYSE:KVYO), earned a first-day valuation of $9.2 billion, after going public this week. Klaviyo is part of a new...
Investors are always looking to move their capital to sectors that can offer the greatest returns. We believe a commodity super-cycle is underway that...
Investment thesis Our current investment thesis is: Jill’s growth has been underwhelming, as its niche demographic and competitive pressures have impeded the company’s progress....
Ares Commercial Real Estate Corporation (NYSE:ACRE) is a commercial real estate investment trust with a large portfolio of senior commercial mortgage loans. Though the...
Digital marketing agency network S4 Capital (OTCPK:SCPPF) is one of my worst-performing holdings at the moment and has been a crushing disappointment to me....