This article was written by Follow Other writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or...
Follow Play Earnings CallPlay Earnings Call Disc Medicine, Inc. (IRON) Discusses ASH Conference Data Updates and Portfolio Progress Including Anemia and Iron Restriction Programs...
Investment Thesis In my view, the BlackRock iShares Bitcoin Trust (NASDAQ:IBIT) is well-positioned for the upcoming Bitcoin halving, presenting a strong buy case. IBIT...
Introduction and thesis Sabre Corporation (NASDAQ:SABR) is a leading technology provider to the global travel and tourism industry. The company offers software, data, mobile,...
Written by Nick Ackerman, co-produced by Stanford Chemist. Special Opportunities Fund (NYSE:SPE) is off to a strong start for 2024 after coming off of...
Please note that this week is the quarterly Master List fundamentals update. Every quarter, after earnings, I update all necessary fundamentals for the DK...
Introduction and thesis ThredUP (NASDAQ:TDUP) is a leading online thrift store and fashion resale platform founded in 2009. It operates in the secondhand fashion...
Early January this year, I wrote a bullish article on Blue Owl Capital (NYSE:OWL) establishing a clear buy rating considering the underlying focus on...
In August, I downgraded the ProShares Ultra Bloomberg Natural Gas ETF (NYSEARCA:BOIL) due to heightened roll decay heading into the winter. Since my downgrade,...
Note: I previously covered Hafnia (OTCQX:HAFNF). In my last take, I discussed the clean tankers market and the company’s strengths (fleet, balance sheet, and...