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It has been a tough year so far for Cullen/Frost (CFR), the holding company of Texas-based Frost Bank. Shares of the firm have fallen...
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This article was written by Follow For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. In the...
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This article was written by Follow I am an individual investor that is now fully focus on managing my own capital that I have...
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This article was written by Follow I’m a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated...
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Digital Turbine’s (NASDAQ:APPS) Q2 FY2024 results were weak, with revenues and margins continuing to decline YoY. Most of this was expected but there appears...
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We think the time to take advantage of high rates in the fixed income markets is running out Brian Dress, CFA — Director of...
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By Brian Levitt, Global Market Strategist It’s the time of year to reflect on what makes us thankful. For me, it starts with life...
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Investment thesis In our first coverage of the “newbie” shipping company Himalaya Shipping Ltd. (NYSE:HSHP) of 29th June this year, we initiated our coverage...
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Introduction In today’s article, I’d like to discuss the Vector Group (NYSE:VGR), a peculiar company that sells cigarettes, and more recently, develops luxury real...
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By Breakingviews Carlyle’s (CG) new boss Harvey Schwartz spent 21 years as a rainmaker at Goldman Sachs. One way he could leave a lasting...
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Daniel Loeb – Third Point Fund – DealBook Conference in New York In today’s article, we bring you the latest update in our recurring...
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Investment thesis Our current investment thesis is: UNFI has achieved healthy growth in the last decade but this has seemingly come at the expense...
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Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company (“BDC”) sector from both...
