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...
Triumph Financial (NASDAQ:TFIN) is a regional bank that sold off during the regional banking crisis triggered by the failures of three large regional banks....
Despite having AI in its name, BigBear.ai Holdings (NYSE:BBAI) doesn’t have the characteristics of a fast-growing cutting edge company, nor its margin profile. Company...
A sustained high number of new business applications from mid-2020 to now indicates an optimism not necessarily shared across the economy. That ambition may...
Passive income through investing in dividend growth stocks is arguably the best way to approach retirement financial planning. This is because: Dividend growth stocks...
Investment thesis Alight (NYSE:ALIT) is a company that offers human capital solutions and offers a cloud-based solution that is more efficient and effective than...
Investment Thesis IonQ (NYSE:IONQ) is a leading company in the field of quantum computing, harnessing the power of quantum physics to revolutionize computation. IonQ...
Investment Summary Following my December publication on AxoGen, Inc. (NASDAQ:AXGN), the investment case is turning more constructive. The firm continues adding sales at its...