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 Summary Avid readers of this channel will know that we have been scouring the basic materials sector for 1) well-priced compounders, with 2)...
Introduction & Investment Thesis Deckers Outdoor (NYSE:DECK) is a casual lifestyle and performance-driven footwear, apparel, and accessories company that operates across its five proprietary...
Investment Thesis The Vanguard Mega Cap Value Index Fund ETF (NYSEARCA:MGV) provides diversified exposure to U.S. mega-cap stocks for a low 0.07% expense ratio....
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Introduction Liquidity Services’s (NASDAQ:LQDT) stock is up ~13% year-to-date and ~14% since the middle of April specifically. As a result, the market price is...