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Investment Thesis AutoZone (NYSE:AZO) is an easy to understand business that is in a completely anti-cyclical sector. In the last 5 years, AZO has...
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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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This is reprinted by permission from . After more than a decade with Amazon Prime, online shoppers have gotten used to receiving their purchases...
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I hope everyone had a great Labor Day weekend! Let’s jump right into this week’s newsletter. On Friday of last week, the US economic...
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When a company’s revenue falls, so does its stock price – most of the time. But that wasn’t the case this time for NetDragon...
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By Scott Welch, CIMA “Price is what you pay, value is what you get.” “It is better to buy a wonderful company at a...
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Block Inc. Is Trading At A Discount And Holds Strong Long-Term Upside Potential Block, Inc. (NYSE:SQ), formerly known as Square, Inc., the prominent fintech...
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Intuit Inc. (NASDAQ:INTU) Goldman Sachs Communacopia & Technology Conference Call September 6, 2023 6:45 PM ET Company Participants Sandeep Aujla – Chief Financial Officer...
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Thesis I am currently in the process of researching low volatility couples for use in a high-yield portfolio. I am planning on designing something...
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Now that September is here and Labor Day has passed, that familiar sense of anticipation fills the air. As students across the nation pack...
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Yext, Inc. (NYSE:YEXT) Q2 2024 Earnings Conference Call September 6, 2023 5:00 PM ET Company Participants Nils Erdmann – SVP, IR Mike Walrath –...
