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Petroleum prices have fallen from more than $120 shortly after the outbreak of the Ukraine-Russia war last year to about $70 a barrel today....
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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),...
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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...
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Follow Play Earnings CallPlay Earnings Call Jabil Inc. (JBL) Q1 2026 Earnings Call December 17, 2025 8:30 AM EST Company Participants Adam Berry –...
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For rear-seat passengers, even the safest small car isn’t as safe as it could be. In a new round of safety tests, just two...
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Thesis The S&P 500 is now up 10% for the year, although it has been very range bound in the past month. On paper...
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Thesis My thesis here is really simple. I will argue that Google (NASDAQ:GOOG) and Meta Platforms’ (NASDAQ:META) AI potential are mispriced. And I will...
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Introduction Duolingo (NASDAQ:DUOL) is the most popular global language learning app with 72.6m monthly active users. The business offers a freemium model where language...
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Overview Cboe Global Markets (BATS:CBOE) is an exchange operator that has two core holdings, each of which is a significant business in its own...
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By Jeff Shen, PhD, Travis Cooke, CFA, and Rich Mathieson In recent decades, the macroeconomic and market backdrop created a favorable environment for investors....
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Recommendation I reiterate my recommendation to stay neutral for SolarWinds Corporation (NYSE:SWI). My previous stance was that there are many things to dislike in...
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Introduction iShares MSCI USA Value Factor ETF (BATS:VLUE), listed on the Cboe BZX exchange, is an exchange-traded fund that invests in mid- and large-cap...
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In November 2019, members of our global equity team traveled to India to meet with management teams of more than 80 companies, gathering insights...
