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Investment Thesis In today’s article, I will explain the reasons for having added Johnson & Johnson (NYSE:JNJ) and Main Street Capital (NYSE:MAIN) to The...
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This article was written by Follow Alberto holds a Master’s degree in Business Economics. During his academic career he acquired an extensive managerial and...
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This article was written by Follow As a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading,...
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This article was written by Follow Full time trader and investor. Instead of lengthy and boring articles, I prefer writing concise arguments about value...
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Investment thesis Our current investment thesis is: SWK is a high-quality business, with a strong portfolio of brands, a reputation for quality and durability,...
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We previously covered ASML Holding N.V. (NASDAQ:ASML) (OTCPK:ASMLF) in July 2023, discussing the sluggish stock movement after the previous FQ2’23 double beat and raised...
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Dear subscribers, Generally speaking, when something yields 10%+, you’re well-served to stay away from it, or at the very least be very aware of...
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The following segment was excerpted from this fund letter. Tecnoglass Inc (NYSE:TGLS) Tecnoglass is a vertically integrated manufacturer, supplier, and installer of architectural glass,...
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Investment Thesis Cars.com (NYSE:CARS) had a strong run post-COVID as improving car inventory levels and vehicle sales lead to an improvement in dealer spends....
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The US dollar was mixed last week. One would have thought, based on the geopolitical tensions, the stronger-than-expected US economic data resulted in upward...
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After almost 3 years of full lockdown, Macao’s casinos finally opened in full in 2023. Their economy is mostly founded on tourism and in...
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Emerging market central banks responded quicker to inflation and remain in better shape financially than developed markets, and EM bonds may add resilience to...
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Back in February, I place a “Buy” rating on CarGurus (NASDAQ:CARG), arguing that its results were being muddied by issues at CarOffer, but that...
