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Investment thesis Our current investment thesis is: VSCO owns two leading brands in the industry but is facing increased competition and declining relevance as...
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This article was written by Follow Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry...
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This article was written by Follow Wasatch Global Investors is a 100% employee-owned investment manager founded in 1975 and headquartered in Salt Lake City,...
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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,...
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(This article was co-produced with Hoya Capital Real Estate.) On November 12, 2021, in conjunction with the Hoya Capital Income Builder (hereafter HCIB) marketplace...
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The 10-year treasury yield is now trading above 4%, and has thus topped the ∼3.6% dividend benchmark that investors expect from investing in Schwab...
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Introduction JPMorgan (NYSE:JPM) doesn’t need a lengthy introduction as it is one of the household names in the US financial sector. The bank will...
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Introduction I remember the exact moment when I wrote my previous article on Aalberts N.V. (OTCPK:AALBF), a Dutch leader in the valves and pipes...
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In general, I like technology that makes it easier for me to communicate. But in the AI age, convenience can lead to deception —...
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Dear subscribers, In many countries/cultures, including the one I currently live in, it’s a bit taboo to talk about money – specifically how much...
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Every investor likes a good dividend hike. When you buy a stock thinking it has a 5% yield, and you hear about a 10%...
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Investment Summary The share price for Haynes International Inc (NASDAQ:HAYN) has been on a steady climb for the last 12 months, up around 55%....
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Investment Thesis Our current investment thesis is: COKE is performing extremely well, utilizing the success of the brands it bottles to consistently grow revenue...
