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In my prior article on Citigroup (NYSE:C), I set out my thesis where I anticipated the stock would be up by 100% by the...
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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),...
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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...
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Follow Play Earnings CallPlay Earnings Call Jabil Inc. (JBL) Q1 2026 Earnings Call December 17, 2025 8:30 AM EST Company Participants Adam Berry –...
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Monetary policy is perhaps the main reason why foreign equities have the reputation of being somewhat unloved by U.S. investors. The gist is that...
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Investment Thesis Sibanye Stillwater (NYSE:SBSW) is a South African metals company with hopes of significant expansion in the next 5 years. Through investment in...
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Palantir Technologies (NYSE:PLTR) is suddenly one of the most over-hyped AI software plays around. The unliked enterprise software data play was so hated the...
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First, about the spot-on thing… I did not of course factor in the Fitch downgrade which started the selling on Thursday. My main premise...
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Start Time: 08:00 January 1, 0000 8:42 AM ET SGL Carbon SE (OTCPK:SGLFF) Q2 2023 Earnings Conference Call August 03, 2023, 08:00 AM ET...
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This article was written by Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands...
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Is now a good time to buy stocks? The mood surrounding the stock market underwent a fundamental shift recently. Talk of recessions, inflation, and...
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The S&P 500 (SPY) fell to a low of 4474 this week after Fitch downgraded the US credit rating. While this was a surprise...
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Kaltura, Inc. (NASDAQ:KLTR) Q2 2023 Earnings Conference Call August 2, 2023 8:00 AM ET Company Participants Erica Mannion – Investor Relations Ron Yekutiel –...
