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This article was written by Follow Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the...
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Follow Play Earnings CallPlay Earnings Call Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants...
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Follow Play Earnings CallPlay Earnings Call Dynatrace, Inc. (DT) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST Company Participants Rick...
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The Biden administration has taken significant steps to establish a brand new student loan forgiveness plan. The new program is intended to be a...
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The Obesity Investment Thesis Remains Impressive, Albeit Inflated Novo Nordisk (NVO) is a pharmaceutical company that does not need any introductions indeed, with Wegovy/Ozempic...
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Since my previous article on Suzano S.A. (NYSE:SUZ), the leader in the pulp and paper industry, the company has released its second-quarter 2023 results....
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With interest rates on the rise, it is no surprise that producers of high ticket consumer items (boats, RVs, cars) are under pressure. In...
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Amazon (NASDAQ:AMZN) is set to report earnings for the third-quarter on October 26, 2023 and the current consolidation ahead of earnings actually let me...
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For those who made investing in Amazon.com, Inc. (NASDAQ:AMZN) part of their New Year’s activities, the year has indeed been an exhilarating one, with...
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Overview My recommendation for Watsco, Inc. (NYSE:WSO) is a hold rating, as my target price is currently at WSO’s traded share price. WSO has...
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Like several cities in the Southern United States, Atlanta has experienced a surge in popularity as a place of work and residence. From a...
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At a Glance Building on my previous analysis of Dynavax Technologies (NASDAQ:DVAX), the landscape has shifted subtly. HEPLISAV-B sales continue to be a bright...
