Follow Play Earnings CallPlay Earnings Call Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants...
Follow Play Earnings CallPlay Earnings Call Dynatrace, Inc. (DT) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST Company Participants Rick...
This article was written by Follow Other writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or...
By Eric Winograd, Adriaan du Toit, Katrina Butt, Armando Armenta, Markus Schneider The Macro Picture Last quarter we highlighted the resilience of the global...
Swedish telecommunications giant, Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC) faces a challenging landscape with a 10% YoY sales drop, a net loss, and ongoing negative cash...
Since my last article on Under Armour (UAA) (NYSE:UA) written in June, titled “Finding Hope Amidst Under Armour’s Challenging Outlook,” as I predicted, the...
Photronics, Inc. (NASDAQ:PLAB) is a global player operating in the semiconductor and LCD screen market. It enjoys good financial ratings, in particular Revenue and...
Thesis Match Group, Inc. (NASDAQ:MTCH) holds a dominant position in the online dating industry, holding a large share of the global dating user base...
Investment thesis Our current investment thesis is: PRFT is a high-quality business with good scope to achieve MSD/HSD growth in the coming years, as...
Investment Summary The carve-out of Embecta Corp. (NASDAQ:EMBC) from Becton, Dickinson (BDX) in April last year has failed to materialize a gain in shareholder...