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...
The ASML Investment Thesis Remains Robust For The Next Decade We previously covered ASML Holding (NASDAQ:ASML) in May 2023, discussing the slowdown in its...
Investment Thesis My investment strategy aims to combine a relatively high Dividend Yield with Dividend Growth, while prioritizing achieving an attractive Total Return. This...
The Big Bank Investment Thesis Remains Robust In BAC We previously covered Bank of America (NYSE:BAC) in April, discussing its FQ1’23 performance after the...