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Disclosures and Notices: Beginning January 1, 2020, all investment activity is conducted by the Voss Value Master Fund, LP (the “Master Fund”), which has...
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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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Follow Play Earnings CallPlay Earnings Call Takeda Pharmaceutical Company Limited (TAK) Q4 FY2025 Earnings Call May 13, 2026 6:00 AM EDT Company Participants Christopher...
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Janus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from the merger between Janus Capital Group and Henderson...
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This article is part of a series that provides an ongoing analysis of the changes made to Baker Brothers’ 13F stock portfolio on a...
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Continuing my series of articles on growth-focused exchange-traded funds, today I would like to review the Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG). Although...
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Investment Thesis I previously covered Keysight (NYSE:KEYS) where I talked more in depth about the business model and the implied quality I think it...
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Five IPOs debuted this week and raised over $1.3 billion in proceeds. One SPAC also listed. One name that did not join the fray...
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Investment Summary Avid readers of this channel will know that we have been scouring the basic materials sector for 1) well-priced compounders, with 2)...
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Introduction & Investment Thesis Deckers Outdoor (NYSE:DECK) is a casual lifestyle and performance-driven footwear, apparel, and accessories company that operates across its five proprietary...
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I am updating my analysis on Humana Inc. (NYSE:HUM) in light of reaffirmed earnings guidance. I previously rated Humana a buy for the following...
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Investment Thesis The Vanguard Mega Cap Value Index Fund ETF (NYSEARCA:MGV) provides diversified exposure to U.S. mega-cap stocks for a low 0.07% expense ratio....
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Those who read my work regularly might know that I am not a fan of certain investment products. Late last year, in September, as...
