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By Eric Winograd, Adriaan du Toit, Katrina Butt, Armando Armenta, Markus Schneider The Macro Picture Last quarter we highlighted the resilience of the global...
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This article was written by Follow Andrew Hecht is a 35-year Wall Street veteran covering commodities and precious metals. He runs the investing group...
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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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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...
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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...
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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...
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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...
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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...
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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...
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Hancock Whitney Corporation (NASDAQ:HWC) Q3 2023 Earnings Conference Call October 17, 2023 5:00 PM ET Company Participants Kathryn Mistich – Investor Relations Manager John...
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Omnicom Group Inc. (NYSE:OMC) Q3 2023 Earnings Conference Call October 18, 2023 4:30 PM ET Company Participants Gregory Lundberg – Senior Vice President, Investor...
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Two of the very best-of-breed business development companies, or BDCs (BIZD), in the market today are Main Street Capital (NYSE:MAIN) and Sixth Street Specialty...
