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Thesis Exxon Mobil (NYSE:XOM) is generating massive amounts of free cash flow. They have done a lot of deleveraging over the past few years...
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iFintechWorld
iFintechWorld
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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),...
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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...
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Follow Play Earnings CallPlay Earnings Call Jabil Inc. (JBL) Q1 2026 Earnings Call December 17, 2025 8:30 AM EST Company Participants Adam Berry –...
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Investors are always looking to move their capital to sectors that can offer the greatest returns. We believe a commodity super-cycle is underway that...
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Investment thesis Our current investment thesis is: Jill’s growth has been underwhelming, as its niche demographic and competitive pressures have impeded the company’s progress....
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Ares Commercial Real Estate Corporation (NYSE:ACRE) is a commercial real estate investment trust with a large portfolio of senior commercial mortgage loans. Though the...
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Digital marketing agency network S4 Capital (OTCPK:SCPPF) is one of my worst-performing holdings at the moment and has been a crushing disappointment to me....
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With all the discussion and coverage of artificial intelligence, one might think the data, the understanding, the concerns were all understood and available to...
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Investment thesis We view Kyowa Kirin (OTCPK:KYKOF) shares as being a cheap option on the positive outcome for the atopic dermatitis (eczema) drug currently...
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Last Week’s Sell-Off Was Expected, Did We Buy Too Soon, No, and Here’s Why In my last missive, the title was “Get Your Shopping...
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Since our last update on Deutsche Post AG (DHL Group (OTCPK:DPSTF) (OTCPK:DHLGY)), the company is back to an exciting stock price entry point (Fig...
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When planning to write this article, I was thinking about how to name it properly so that the title that would be chosen would...
