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...
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Investment Thesis In the previous article on B. Riley Financial (NASDAQ:RILY), I arrived at a cautious ‘Hold’ rating for the controversial California-based investment bank,...
Rapid Recall This is what I said in my previous Arista Networks (NYSE:ANET) analysis, titled Adapting To Changing AI Infrastructure Demand: […] Last year,...
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“The drivers of inflation are changing… Domestic price pressures, including from rising wages and still robust profit margins,” are increasingly important: ECB’s Lagarde. Energy...