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We think the time to take advantage of high rates in the fixed income markets is running out Brian Dress, CFA — Director of...
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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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Follow Play Earnings CallPlay Earnings Call Jabil Inc. (JBL) Q1 2026 Earnings Call December 17, 2025 8:30 AM EST Company Participants Adam Berry –...
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Operator Greetings, and welcome to Ark Restaurants Fourth Quarter and Year-End 2025 Results Call. [Operator Instructions]. As a reminder, this conference is being recorded....
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By Brian Levitt, Global Market Strategist It’s the time of year to reflect on what makes us thankful. For me, it starts with life...
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Investment thesis In our first coverage of the “newbie” shipping company Himalaya Shipping Ltd. (NYSE:HSHP) of 29th June this year, we initiated our coverage...
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Introduction In today’s article, I’d like to discuss the Vector Group (NYSE:VGR), a peculiar company that sells cigarettes, and more recently, develops luxury real...
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By Breakingviews Carlyle’s (CG) new boss Harvey Schwartz spent 21 years as a rainmaker at Goldman Sachs. One way he could leave a lasting...
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Daniel Loeb – Third Point Fund – DealBook Conference in New York In today’s article, we bring you the latest update in our recurring...
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Investment thesis Our current investment thesis is: UNFI has achieved healthy growth in the last decade but this has seemingly come at the expense...
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Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company (“BDC”) sector from both...
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By Matt Wagner, CFA When will international equities outperform the U.S.? This seems to be a constant refrain from investors over the last decade....
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