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I last updated my coverage on wide-moat cybersecurity Fortinet, Inc. (NASDAQ:FTNT) in early September, expecting FTNT to consolidate after the battering that saw it...
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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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This article was written by Follow Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish...
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Accelleron Industries (OTCPK:ACLLY)(OTCPK:ACLIF) has exhibited exactly the type of price action spin-offs are known for, with an initial drop after shareholders receive the new...
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November of 2023 saw a massive rally in risk assets and a large drop in Treasury yields. The S&P 500 index (SPX) and 10-year...
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Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund (“CEF”) market activity from both the bottom-up – highlighting...
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In just three weeks, the consensus has gone from questioning the validity of the bull market to putting its first correction behind us to...
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Shares of NiSource (NYSE:NI) have been a mixed performer over the past year, essentially treading water, though this has outperformed some other utilities that...
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ESAB Corporation (NYSE:ESAB) has seen excellent growth in the last year due to solid earnings amid macro headwinds. I believe that the company is...
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Inflation Softer Than Expected The big news from last week was that the inflation figures (CPI) came in softer than anticipated. Here is a...
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Thesis Because of my background in energy production, I regularly check in on several utilities. When I last wrote an article about Dominion Energy,...
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Prologis, Inc. (NYSE:PLD), my personal favorite REIT, stands as the largest publicly traded REIT in the US, with a market cap close to $104...
