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T-Mobile US, Inc. (NASDAQ:TMUS) is one of the leading telco operators in the US market, together with AT&T (T) and Verizon (VZ). Notably, the...
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This article was written by Follow I am a value focused investor. Stocks rise and fall for many different reasons that we often cannot...
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This article was written by Follow I’m an Equity Analyst and Accountant specializing in restaurant stocks, with a strong foundation in Business Administration and...
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This article was written by Follow Investing in high-growth opportunities across industries, employing a value investing approach that prioritizes robust business models and strategic...
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Moats and Monopolies Here at Moats and Monopolies, we run a concentrated portfolio of high quality compounding assets from across the world. This is...
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MARKET OUTLOOK POSITIONING The fixed income investing landscape remained challenged in the third quarter. We maintain our recommendation for focus on individual credit selection...
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This article was written by Justin Law has a Ph.D in Chemistry from Rice University and has earned the CFA Institute Investment Foundations certificate....
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In recent news, SunOpta Inc. (NASDAQ:STKL) has made a significant announcement regarding the sale of its frozen fruit business, marking a pivotal moment in...
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Main Thesis/Background The purpose of this article is to take stock of the current market environment and to give my macro-level thoughts. There has...
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Purpose I look at the high frequency weekly indicators because, while they can be very noisy, they provide a good nowcast of the economy,...
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Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund (“CEF”) market activity from both the bottom-up – highlighting...
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Five companies priced IPOs this week, led by Birkenstock’s (BIRK) $1.5 billion offering. Three small issuers submitted initial filings. Birkenstock priced its IPO just...
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GREETINGS FELLOW SHAREHOLDER The calendar third quarter of 2023 was overall a messy one for financial markets at large, and not particularly fun for...
