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Let’s start with the good. WeWork Inc.’s (NYSE:WE) most recent fiscal 2023 second quarter earnings somewhat validated the argument by bulls of the shift...
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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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Back in June, I wrote that SoundHound AI’s (NASDAQ:SOUN) stock was trading more on AI hype than fundamentals, making it a risky investment for...
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Welcome to the great ratepocalypse of 2023. Daily Shot In over 20 years, we’ve never had a quarter where long-term rates rose faster than...
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In February of this year, I believed that shares of Constellation Brands (NYSE:STZ) lost some of its touch. Growth slowed down after a few...
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Elevator Pitch I rate Affiliated Managers Group, Inc. (NYSE:AMG) shares as a Buy. With my earlier July 27, 2023 update, I evaluated AMG’s Q2...
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Shares of Synchrony Financial (NYSE:SYF) have been falling steadily since July as concerns about rising credit card delinquencies has weighed on investor sentiment. Last...
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Overview MongoDB (NASDAQ:MDB) stock has had an excellent run this year, outpacing the NASDAQ Composite’s price return nearly 3-to-1 and returning roughly 76% year-to-date....
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Investment Thesis Have you ever contemplated the construction of a dividend income investment portfolio with a reduced risk level that aims to achieve an...
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Today at the Lab, we decided to recap Novartis’ latest and subsequent development (NYSE:NVS, OTCPK: NVSEF). As a reminder, on the 15th of September...
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By Robert Carnell, Carsten Brzeski, James Knightley Risk of a China systemic banking crisis stemming from the property development company problems A lack of...
