Infrastructure Capital Advisors (“Infrastructure Capital”) is a leading provider of investment management solutions designed to meet the needs of income-focused investors. Jay Hatfield is...
This article was written by Follow I am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne....
This article was written by Follow Daniel is an avid and active professional investor. He runs Crude Value Insights, a value-oriented newsletter aimed at...
Investment Thesis PulteGroup, Inc (NYSE:PHM) is a cyclical company. During the latest Housing Starts cycle from 2005 to 2022 (peak-to-peak), there was hardly any...
The relative outperformance of Singaporean equities relative to its ASEAN peers this year has been a surprise, given the lack of macro tailwinds. The...
Thesis Graphic Packaging Holding (NYSE:GPK) is the #1 fiber-based consumer packaging company in Europe and the USA. Being a market leader, GPK is set...
Germany’s latest Q1 GDP data revision confirmed what many had long anticipated – the economy had already entered a technical recession (albeit a shallow...
Microsoft (NASDAQ:MSFT) stock has led a dramatic recovery in the tech sector. The company reported resilient fundamentals in spite of the tough macro, but...
Introduction So far this year, I have written a number of bullish articles on Union Pacific (NYSE:UNP), which is currently my second-largest dividend investment....
Investment Thesis Fastenal Company (NASDAQ:FAST) distributes fasteners along with construction and industrial-related supplies in the United States, Mexico, Canada, and worldwide under the Fastenal...