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This article was written by Follow Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During...
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Evolving supply and demand drivers helped to push copper prices to all-time highs in 2025, despite trade-related volatility and weak demand from traditional, cyclical...
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Follow Play Earnings CallPlay Earnings Call Riot Platforms, Inc. (RIOT) Discusses Transformational Milestones and Strategic Data Center Expansion January 16, 2026 10:00 AM EST...
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Introduction Fuchs SE (OTCPK:FUPBY, OTCPK:FUPEF, OTC:FUPPF) is the new name of Fuchs Petrolub, a large German manufacturer of lubricants and functional fluids for the...
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Second Quarter 2023 Investment Update As of June 30, 2023 2Q23 1 Year 3 Year 5 Year SinceInception* Ensemble Fund 8.25% 18.04% 9.06% 10.03%...
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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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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...
