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Travel + Leisure Co. (NYSE:TNL) Q2 2025 Earnings Conference Call July 23, 2025 8:00 AM ET Company Participants Erik Hoag – Chief Financial OfficerMichael...
First BanCorp. (NYSE:FBP) Q2 2025 Earnings Conference Call July 22, 2025 10:00 AM ET Company Participants Ramon Rodriguez – Senior Vice President of Corporate...
Introduction and thesis Sabre Corporation (NASDAQ:SABR) is a leading technology provider to the global travel and tourism industry. The company offers software, data, mobile,...
Written by Nick Ackerman, co-produced by Stanford Chemist. Special Opportunities Fund (NYSE:SPE) is off to a strong start for 2024 after coming off of...
Please note that this week is the quarterly Master List fundamentals update. Every quarter, after earnings, I update all necessary fundamentals for the DK...
Introduction and thesis ThredUP (NASDAQ:TDUP) is a leading online thrift store and fashion resale platform founded in 2009. It operates in the secondhand fashion...
Early January this year, I wrote a bullish article on Blue Owl Capital (NYSE:OWL) establishing a clear buy rating considering the underlying focus on...
In August, I downgraded the ProShares Ultra Bloomberg Natural Gas ETF (NYSEARCA:BOIL) due to heightened roll decay heading into the winter. Since my downgrade,...
Note: I previously covered Hafnia (OTCQX:HAFNF). In my last take, I discussed the clean tankers market and the company’s strengths (fleet, balance sheet, and...
Introduction In October 2022, Simplify launched the Simplify Stable Income ETF (NYSEARCA:BUCK). This came out alongside the more popular (and higher risk) Simplify Enhanced...