This article was written by Follow Alberto holds a Master’s degree in Business Economics. During his academic career he acquired an extensive managerial and...
This article was written by Follow As a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading,...
This article was written by Follow Full time trader and investor. Instead of lengthy and boring articles, I prefer writing concise arguments about value...
Executive Summary The Travelers Companies, Inc. (NYSE:TRV) is a US-based property and casualty insurance company, one of the country’s largest insurers. Thanks to a...
Investment Summary Murphy Oil Corporation (NYSE:MUR) is a renowned multinational energy company that operates on a global scale, involved in the exploration, production, refining,...
Thesis The Simplify Intermediate Term Treasury Futures Strategy ETF (BATS:TYA) is a fixed income exchange traded fund. As per its literature: The Simplify Intermediate...
Thesis I have previously argued that UBS Group AG (NYSE:UBS) scored a ‘monster bargain’ buying Credit Suisse for about $3.25 billion. And following UBS...
Written by Nick Ackerman, co-produced by Stanford Chemist. This article was originally published to members of the CEF/ETF Income Laboratory on May 7th, 2023....
In a world where geopolitical tensions run high and national security becomes an ever-growing concern, defense companies play a crucial role. Among these industry...
Thesis My original recommendation to long Schrodinger (NASDAQ:SDGR) has worked out well with the share price exceeding my original target price back in January....
As ZIM Integrated Shipping Services (NYSE:ZIM) is set to report Q1’23 earnings on Monday before the market opens, the market still appears bullish on...