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This article was written by Follow I am a high-conviction investor and independent analyst focused on accumulating quality compounders at a discount. My investment...
Investment Thesis I wrote an article about MAG Silver (NYSE:MAG) recently, where I highlighted the quality asset Juanicipio, but also my dissatisfaction with the...
The iShares MSCI Denmark ETF (BATS:EDEN) is a value-weighted ETF containing prominent Danish equities, with a large weighting to Novo Nordisk (NVO). The Danish...
Consumer lending financial company OneMain Holdings (NYSE:OMF) announced last week that it would be offering a new publicly traded bond (prospectus). The bond offers...
Over the 2010-2021 timeframe, markets tended to be extremely generous with multiples for growth companies. If you produced growth, investors were ready to look...