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Investment thesis Our current investment thesis is: OMC is a well-regarded advertising business, with a range of highly regarded global agencies and a roster...
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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...
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This article was written by Follow Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked...
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This article was written by Follow Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded...
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In May, I concluded to filter the public offering of Atmus Filtration Technologies (NYSE:ATMU) as engine manufacturer Cummins (CMI) spun out its filtration business....
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Introduction I don’t think Wells Fargo (NYSE:WFC) needs a lengthy introduction as it’s a household name in the US financial sector. Rather than discussing...
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This article is part of a series that provides an ongoing analysis of the changes made to Prem Watsa’s 13F portfolio on a quarterly...
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Energy Transfer (NYSE:ET) has had a quiet time since the Army Corps was ordered to come up with a new study on the effects...
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Deals and Financings Shanghai Hasten Biopharma entered a $325 million agreement for greater China rights to a PCSK9 inhibitor aimed at lowering cholesterol from...
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The pithy aphorism that “the best things in life are free,” while no doubt well-intentioned, is simply false. It’s slightly more accurate to suggest...
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This article was written by I am the curator of the Dividend Champions list, a monthly publication of companies with a history of consistently...
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The Fed may pass on raising rates this week, but that doesn’t mean they are done. Given the stronger-than-expected economic growth witnessed over the...
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Investment Rundown The trajectory for Stepan Company (NYSE:SCL) has been a steady decline the last couple of months and I don’t think the price...
