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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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This article was written by Follow I’m a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of...
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Follow Q4: 2026-01-22 Earnings Summary EPS of $0.89 beats by $0.02 | Revenue of $105.90M (8.73% Y/Y) beats by $2.38M S&T Bancorp, Inc. (STBA) Q4...
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This article was written by Follow Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During...
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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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This article was written by Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands...
