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Panic Averted We are now six weeks out from the Amazon.com, Inc. (NASDAQ:AMZN) April 27th Q1 earnings release. The dust has settled, we have...
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This article was written by Follow George Spritzer, CFA is a registered investment advisor who specializes in managing closed-end funds for individuals. George also...
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Günther OfnerCFO & Member of the Management Board You already saw our main results, and we had a moderate revenue and earnings increase in...
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Q1: 2026-05-21 Earnings Summary EPS of $1.55 beats by $0.13 | Revenue of $1.24B (5.47% Y/Y) beats by $14.79M This article was written by Follow...
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Listen on the go! Subscribe to Wall Street Breakfast on Apple Podcasts and Spotify Mike Zaccardi, CFA, CMT joins James Foord for a discussion...
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It’s been a rollercoaster for Zscaler’s (NASDAQ:ZS) stock over the spring season, but it proved to be very opportunistic for bulls. After its FQ2...
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Co-authored with Philip Mause. The New Cold War, And Its Economic Consequences Increased tensions growing out of the war in Ukraine, stress over Chinese...
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Introduction Over the past few years I have written numerous articles on Plaza Retail REIT (OTC:PAZRF) (TSX:PLZ.UN:CA), a Canadian REIT focusing on commercial real...
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Few companies are able to transform their businesses successfully when industries change. While most corporations evolve, management teams usually find reinventing themselves to be...
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Kering (OTCPK:PPRUF) is one of the largest French conglomerates in the luxury industry, best known for owning Gucci. After rising more than 50% during...
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Since OpenAI introduced ChatGPT to the world in late 2022, the market has been in an AI craze. The market is bidding up technology...
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Investment thesis Our current investment thesis is: JET has scale and capabilities in 3 of the 4 largest markets in its industry. The general...
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It’s easy to follow the crowd by picking up popular names in the AI space right now. Friends and colleagues may even toast you...
