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0. Introduction Preface It’s the summer doldrums, and sales were down in July despite heavy discounting. Early indications (from the Chinese Passenger Car Association)...
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This article was written by Follow Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the...
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Follow Play Earnings CallPlay Earnings Call Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants...
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Follow Play Earnings CallPlay Earnings Call Dynatrace, Inc. (DT) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST Company Participants Rick...
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Main Thesis & Background The purpose of this article is to evaluate the state of the broader market and why commodities – whether specific...
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Genuine Parts Company (NYSE:GPC) sells replacement parts in the automotive industry. The company has achieved good growth in recent years, but as the company’s...
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I’ve been with my wife for 15 years. We’re in our 40s, have two children and are very happy. We both have good jobs...
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The COST Investment Thesis May Never Come Cheap We previously covered Costco Wholesale Corp. (NASDAQ:COST) in June 2023, discussing its excellent prospects as inflation...
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Steadily growing business travel demand helped the US hotel REIT sector turn in stronger operating results for the second quarter. Buoyed by strong occupancy...
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The can The Finnish Long Drink, available in 6-packs ($13.89 and up, depending on the variety) The back story It’s the start of the...
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Investment Thesis Imagine the benefits as an investor when building a dividend-income investment portfolio with a reduced risk level that helps you generate extra...
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Sociedad Quimica y Minera de Chile S.A. (NYSE:SQM) investors have suffered since SQM’s upward momentum topped out in early July before retracing nearly all...
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Introduction JDE Peet’s (OTCPK:JDEPF) (OTC:JDEPY) is one of the largest coffee distributors in the world (with brands like L’Or, Senseo, and Tassimo in its...
