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),...
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...
Introduction On April 17, I wrote an article on Peabody Energy’s (NYSE:BTU) new shareholder return program. BTU has declined roughly 20% since then as...
The cross-holding and why it’s hated so much Back in May 2021, Prosus (OTCPK:PROSY) and Naspers (OTCPK:NPSNY) announced a transaction (slides) with mind-numbing implications,...
Investment Thesis Company Overview Texas Instruments Inc. (NASDAQ:TXN) is one of the largest semiconductor producers that serves electronic designers and manufacturers globally, founded in...