This article was written by Follow Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose...
This article was written by Follow Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments in efforts...
This article was written by Follow Lazard Asset Management delivers world-class investment solutions and long-term value for their clients. When clients partner with Lazard,...
Introduction On April 17, I wrote an article on Peabody Energy’s (NYSE:BTU) new shareholder return program. BTU has declined roughly 20% since then as...
The cross-holding and why it’s hated so much Back in May 2021, Prosus (OTCPK:PROSY) and Naspers (OTCPK:NPSNY) announced a transaction (slides) with mind-numbing implications,...
Investment Thesis Company Overview Texas Instruments Inc. (NASDAQ:TXN) is one of the largest semiconductor producers that serves electronic designers and manufacturers globally, founded in...