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Marketing automation company, Klaviyo, Inc. (NYSE:KVYO), earned a first-day valuation of $9.2 billion, after going public this week. Klaviyo is part of a new...
Investors are always looking to move their capital to sectors that can offer the greatest returns. We believe a commodity super-cycle is underway that...
Investment thesis Our current investment thesis is: Jill’s growth has been underwhelming, as its niche demographic and competitive pressures have impeded the company’s progress....
Ares Commercial Real Estate Corporation (NYSE:ACRE) is a commercial real estate investment trust with a large portfolio of senior commercial mortgage loans. Though the...
Digital marketing agency network S4 Capital (OTCPK:SCPPF) is one of my worst-performing holdings at the moment and has been a crushing disappointment to me....
With all the discussion and coverage of artificial intelligence, one might think the data, the understanding, the concerns were all understood and available to...
Investment thesis We view Kyowa Kirin (OTCPK:KYKOF) shares as being a cheap option on the positive outcome for the atopic dermatitis (eczema) drug currently...