This article was written by Follow Andrew Hecht is a 35-year Wall Street veteran covering commodities and precious metals. He runs the investing group...
Market Review North America U.S. Real Estate Investment Trusts (REITs) remain attractively priced, trading at about a 6% discount to net asset value (NAV),...
Follow Play Earnings CallPlay Earnings Call Birkenstock Holding plc (BIRK) Q4 2025 Earnings Call December 18, 2025 8:00 AM EST Company Participants Megan Kulick...
Investment Overview Dexcom shares rose by >7% yesterday as the company released an investor presentation in which it claims that continuous glucose monitoring (“CGM”)...
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Investment thesis André Kostolany, a very old-school European investor from Hungary, used to say that the relationship between the economy and the stock market...
Summary IQVIA (NYSE:IQV) focuses on technology solutions and contract research services. The company offers a broad range of solutions, which include clinical development strategies,...
Investment Thesis Graphic Packaging Holding Company’s (NYSE:GPK) revenue and earnings more than doubled over the past 8 years. But acquisitions accounted for a big...