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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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Dear Partners, Performance and Positioning Review – Q1 2023 Through Q1 2023, McIntyre Partnerships returns were approx. 35% gross and 28% net. This compares...
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Digital assets have had a wild ride over the last year. Several centralized crypto companies, from the hedge fund Three Arrows Capital to the...
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A few months ago, I wrote an initiation article on the Unlimited HFND Multi Strategy Return Tracker ETF (NYSEARCA:HFND). I was cautious on the...
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Rocky Brands Inc (NASDAQ:RCKY) is off to a rough start in 2023 following poor Q1 earnings which missed expectations while management also revised lower...
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Vestas Wind Systems A/S (OTCPK:VWSYF) has exemplified recovery in profitability in recent earnings along with strong growth. I believe that Vestas is a hold...
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Dear Partners and Friends, Our partnership recorded a gain of +7.8% net of all fees, expenses, and allocations for the quarter ending March 31,...
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Investment Summary Here I present my latest update for STAAR Surgical Company (NASDAQ:NASDAQ:STAA) following its Q1 FY’23 numbers. The price response since posting in...
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After our quarterly analysis of Volkswagen AG, it is now time to review Dr. Ing. h.c. F. Porsche AG (OTCPK:DRPRF, OTCPK:DRPRY) or P911 latest...
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In comedy, timing is everything — something the debt ceiling shares, only without the laughs. A potential default, in which the U.S. would not...
