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Bridgestone (OTCPK:BRDCY) may be interesting on two fronts. The first thing is that tyre turnover should improve as more cars become battery powered. The...
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This article was written by Follow I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on...
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This article was written by Follow Author and entrepreneur. My articles typically cover macroeconomic trends, portfolio strategy, value investing, and behavioral finance. I like...
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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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Dear subscribers, Quality prevails – that’s the core of my investment approach. I don’t really care how long it takes for quality to recover,...
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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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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...
