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Listen below or on the go on Apple Podcasts and Spotify Catalyst watch for the week of October 8. Seeking Alpha Senior Executive Editor...
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This article was written by Follow Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the...
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Follow Play Earnings CallPlay Earnings Call Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants...
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Follow Play Earnings CallPlay Earnings Call Dynatrace, Inc. (DT) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST Company Participants Rick...
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Shares of Brighthouse Financial (NASDAQ:BHF) have been a mixed performer over the past year, losing about 4% of their value. More notably, they had...
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Dear readers, Few companies are as storied, as qualitative, or as interesting as LVMH (OTCPK:LVMUY). In an environment like this, we need to be...
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Iron Mountain Incorporated (NYSE:IRM) is a REIT focused on data storage. This comes in two segments – data centers, similar to those run by...
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Dear readers, EssilorLuxottica (OTCPK:ESLOF), which trades under the native ticker EL on the Paris exchange, is a French-based global leader in eye-wear. As argued...
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Investment thesis The analysis of Companhia Siderúrgica Nacional (NYSE:SID) reveals several problems and contradictions, with a few positive points. The drop in steel prices...
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There are few secrets in the semiconductor space, and that’s particularly true when you look at top-of-mind opportunities like silicon carbide (or SiC) and...
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By Min Joo Kang Nominal labour cash earnings grew slower than expected in August We had expected to see some acceleration in earnings given...
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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...
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Over the past few months, I have reviewed several funds from Simplify Asset Management. Some have been hits like the Simplify Volatility Premium ETF...
