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Investment Thesis I wrote an article about MAG Silver (NYSE:MAG) recently, where I highlighted the quality asset Juanicipio, but also my dissatisfaction with the...
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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 was written by Follow I am a lawyer with a strong personal interest in investing and fundamental equity research. Over time, I...
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How hard is it to moderate my market pronouncements to have a bit of healthy ambiguity? I dislike ambiguity, nearly everyone who comments on...
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The iShares MSCI Denmark ETF (BATS:EDEN) is a value-weighted ETF containing prominent Danish equities, with a large weighting to Novo Nordisk (NVO). The Danish...
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Consumer lending financial company OneMain Holdings (NYSE:OMF) announced last week that it would be offering a new publicly traded bond (prospectus). The bond offers...
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Over the 2010-2021 timeframe, markets tended to be extremely generous with multiples for growth companies. If you produced growth, investors were ready to look...
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By trying to cater to people from both sides of the political spectrum, Anheuser-Busch InBev (BUD) has eliminated a significant portion of its core...
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Last week’s article called for a large drop to 4325-37 to flush out late bulls. This nearly played out as the S&P 500 (SPY)...
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A leading paper, box and pulp producer in America is International Paper (NYSE:IP). It is also one of the more cyclical businesses on Wall...
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SL Green (NYSE:SLG) has seen its share price fall like a rock over the past 5 years. The stock was trading around $100 per...
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Investment Thesis Opera (NASDAQ:OPRA) has been one of the best-performing companies in the past year, with shares up over 280%. Despite the massive rally,...
