This article was written by Follow Andrew Hecht is a 35-year Wall Street veteran covering commodities and precious metals. He runs the investing group...
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),...
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...
Investment Thesis I covered Zscaler, Inc. (NASDAQ:ZS) earlier in July, in which I covered ZS’s competitive position in the market. In this article, I...
Introduction It’s been more than two years since I last discussed Tamarack Valley Energy (TSX:TVE:CA) (OTCPK:TNEYF). Although I liked the company when it exited...
Introduction The diverse nature of Compass Diversified (NYSE:CODI) has played out very well in their favor so far. The company has managed to return...