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Investment Thesis In our writeup dated Jan 14, 2023, we were of the view that the substantial underperformance of TH International Limited (NASDAQ:THCH) was...
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This article was written by Follow Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose...
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TILT Holdings Inc. (OTCQB:TLLTF) Q3 2024 Earnings Conference Call November 14, 2024 5:00 PM ET Company Participants Lynn Ricci – Head of IR and...
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This article was written by Follow Power Hedge has been covering both traditional and renewable energy since 2010. He targets primarily international companies of...
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Flex Ltd. (NASDAQ:FLEX) provides multiple solutions for businesses. The company has achieved a margin that’s significantly above Flex’s long-term history, as the Nextracker segment...
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A recent article explores the efficacy of offshore trusts in protecting the assets of debtors, Go Directly To Jail, Do Not Collect $200! Do...
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Pioneer Natural Resources (NYSE:PXD) has been on a tear lately. Up more than 34% since mid-March, the mid-sized Oil & Gas production company has...
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When somebody mentions “yield curve inversion” almost everybody responds in a Pavlovian way with “recession”! And given the bad performance of equities in (some...
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Call Start: 14:00 January 1, 0000 2:33 PM ET Iron Mountain Incorporated (NYSE:IRM) RBC Capital Markets Global Communications Infrastructure Conference Call September 27, 2023...
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Aytu BioPharma, Inc. (NASDAQ:AYTU) Q4 2023 Earnings Call Transcript September 27, 2023 4:30 PM ET Company Participants Robert Blum – IR Josh Disbrow –...
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In February, I wrote that it was time to fade the rally in Himax Technologies, Inc. (NASDAQ:HIMX) as its core business was facing excess...
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Investment summary After a number of investment updates, there is no change in the investment rating for Adaptive Biotechnologies Corporation (NASDAQ:ADPT) following my July...
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Our Bullish INMD Investment Thesis Failed To Materialize As Expected We previously covered InMode (NASDAQ:INMD) in July 2023, discussing the stock’s discounted valuations and...
