Market Review North America U.S. Real Estate Investment Trusts (REITs) remain attractively priced, trading at about a 6% discount to net asset value (NAV),...
Follow Play Earnings CallPlay Earnings Call Birkenstock Holding plc (BIRK) Q4 2025 Earnings Call December 18, 2025 8:00 AM EST Company Participants Megan Kulick...
Introduction Within the intricate tapestry of the oilfield services and equipment sector, a distinct pattern is emerging. As I’ve highlighted in past articles (here...
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Investment thesis Our current investment thesis is: WWW has struggled to achieve consistent growth in the last decade, with its issues set to continue,...
Bumble, Inc. (NASDAQ:BMBL) Q2 2023 Earnings Conference Call August 8, 2023 4:30 PM ET Company Participants Cherryl Valenzuela – VP, IR Whitney Herd –...