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Photronics, Inc. (NASDAQ:PLAB) is a global player operating in the semiconductor and LCD screen market. It enjoys good financial ratings, in particular Revenue and...
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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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Thesis Match Group, Inc. (NASDAQ:MTCH) holds a dominant position in the online dating industry, holding a large share of the global dating user base...
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Investment thesis Our current investment thesis is: PRFT is a high-quality business with good scope to achieve MSD/HSD growth in the coming years, as...
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Investment Summary The carve-out of Embecta Corp. (NASDAQ:EMBC) from Becton, Dickinson (BDX) in April last year has failed to materialize a gain in shareholder...
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Hancock Whitney Corporation (NASDAQ:HWC) Q3 2023 Earnings Conference Call October 17, 2023 5:00 PM ET Company Participants Kathryn Mistich – Investor Relations Manager John...
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Omnicom Group Inc. (NYSE:OMC) Q3 2023 Earnings Conference Call October 18, 2023 4:30 PM ET Company Participants Gregory Lundberg – Senior Vice President, Investor...
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Two of the very best-of-breed business development companies, or BDCs (BIZD), in the market today are Main Street Capital (NYSE:MAIN) and Sixth Street Specialty...
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CLOs Explained (Well, Sort Of…….) There is a lot of commentary here on Seeking Alpha about CLO funds and exchange-traded funds (“ETFs”). This is...
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Investment action I recommended a hold rating for E2open Parent Holdings (NYSE:ETWO) when I wrote about it the last time, as I wanted to...
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Mr. Market, at times, can be irrational. This is not a bad outcome by any stretch of the imagination unless you are a day...
