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Investment Summary In late 2020 I advocated buying KMDA Ltd. (NASDAQ:KMDA) with a c.30% return objective in mind. Key factors underneath the thesis were...
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This article was written by Follow Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry...
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This article was written by Follow Wasatch Global Investors is a 100% employee-owned investment manager founded in 1975 and headquartered in Salt Lake City,...
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This article was written by Follow Lazard Asset Management delivers world-class investment solutions and long-term value for their clients. When clients partner with Lazard,...
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The power dynamic between landlords and tenants could change as rent prices slow down in some cities
Renters may still be feeling the sting of skyrocketing price increases from two years ago, but at least those costs are unlikely to worsen...
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Strategy Launched and managed by Invesco Capital Management LLC, the Invesco KBW Regional Banking ETF (NASDAQ:KBWR) invests in stocks of companies operating across the...
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Investment Summary Six months on from the reinstated buy thesis, the equity stock of Takeda Pharmaceutical Company Limited (NYSE:TAK) has appreciated 10% at the...
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Introduction Some investors prefer investing in dividend funds as they seem to provide better yield and may even provide better downside protection than the...
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The investment thesis Skyworks Solutions (NASDAQ:SWKS) is a semiconductor company that develops and manufactures advanced analog, mixed-signal, and radio frequency (RF) semiconductors. SWKS products...
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By Christy Tan, Investment Strategist, Franklin Templeton Institute, Franklin Templeton Concerns about China’s post-COVID recovery have recently been intensified. However, Franklin Templeton Institute Investment...
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As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services....
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This article is part of a series that provides an ongoing analysis of the changes made to John Paulson’s 13F stock portfolio on a...
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The following segment was excerpted from this fund letter. Cytek Biosciences (NASDAQ:CTKB) One company we have done considerable work on, and built our position...
