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Heat records have been shattered from California to Florida this summer. And, yes, it is summer and summer is hot. If 2023 already feels...
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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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Introduction It has been two years since I last discussed the preferred shares issued by Global Ship Lease (NYSE:GSL) and that usually means good...
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ASE Technology (NYSE:ASX) is a fantastically run semiconductor business based in Taiwan. Its business has more than doubled in the last 6 years and...
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The ASML Investment Thesis Remains Robust For The Next Decade We previously covered ASML Holding (NASDAQ:ASML) in May 2023, discussing the slowdown in its...
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Thesis There are several ways to gain exposure to Bitcoin, but before now I have not found any of them particularly attractive. Until recently,...
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Investment Thesis My investment strategy aims to combine a relatively high Dividend Yield with Dividend Growth, while prioritizing achieving an attractive Total Return. This...
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The Big Bank Investment Thesis Remains Robust In BAC We previously covered Bank of America (NYSE:BAC) in April, discussing its FQ1’23 performance after the...
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A federal judge has blocked a more than $400,000 income tax refund claimed by elderly fraud victims, saying he regrets there’s nothing he can...
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The Mindset Value Wellness Fund finished the second quarter up 12.7% and is up 25.9% for the year. Grown Rogue Is Poised for Explosive...
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You Can Pay Me Now, or Pay Me Later In 1971, FRAM1 oil filters launched a TV commercial campaign cautioning car owners to spend...
