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Australian economic growth momentum has softened during 2023 due to the cumulative impact of monetary policy tightening since May 2022. The Judo Bank Flash...
Transcript Ken – Let’s talk about the yield environment. Government bonds as well as spread asset classes continue to have elevated levels of yield....
The Ensign Group, Inc. (NASDAQ:ENSG) Q3 2023 Earnings Conference Call October 26, 2023 1:00 PM ET Company Participants Chad Keetch – Chief Investment Officer...
Investment thesis Our current investment thesis is: AAN is an uncompelling business with no real scope for outperformance or significant shareholder returns. The company...