Rush Street Interactive, Inc. (NYSE:RSI) Q3 2024 Earnings Call October 30, 2024 6:00 PM ET Company Participants Richard Schwartz – Chief Executive OfficerKyle Sauers...
Investment thesis I initiate my coverage of The Estée Lauder Companies Inc. (NYSE:EL) with a Sell rating following my in-depth research of the company...
Real estate (XLRE) continues to be one of the worst-performing sectors, -10.86% YTD, amid historically high rates, tight supplies, and consumers’ reluctance to purchase...
Introduction Great-West Lifeco Inc. (TSX:GWO:CA) (OTCPK:GWLIF) is one of Canada’s largest financial services companies. It has a strong focus on health insurance, life insurance,...
Investment Thesis In today’s article, I will explain the reasons for having added Johnson & Johnson (NYSE:JNJ) and Main Street Capital (NYSE:MAIN) to The...
Investment thesis Our current investment thesis is: SWK is a high-quality business, with a strong portfolio of brands, a reputation for quality and durability,...
We previously covered ASML Holding N.V. (NASDAQ:ASML) (OTCPK:ASMLF) in July 2023, discussing the sluggish stock movement after the previous FQ2’23 double beat and raised...
The following segment was excerpted from this fund letter. Tecnoglass Inc (NYSE:TGLS) Tecnoglass is a vertically integrated manufacturer, supplier, and installer of architectural glass,...
Investment Thesis Cars.com (NYSE:CARS) had a strong run post-COVID as improving car inventory levels and vehicle sales lead to an improvement in dealer spends....