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...
Investment Summary The investment case for Merus (NASDAQ:MRUS) is turning far more constructive in my view. Following the last publication in December, shares have...
We have previously covered First Solar (NASDAQ:FSLR) in April 2023, with the stock trading with a massive baked-in premium, mostly attributed to its US-based...
Major developed market central banks around the globe are almost unanimously indicating rate cuts won’t happen until next year, and in some cases have...