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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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Follow Q4: 2026-01-22 Earnings Summary EPS of $0.89 beats by $0.02 | Revenue of $105.90M (8.73% Y/Y) beats by $2.38M S&T Bancorp, Inc. (STBA) Q4...
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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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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...
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Foreword All but four equities and all but one of the funds listed in this June batch of monthly-paying dividend dogs live up to...
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A Quick Take On Fidelis Insurance Holdings Limited Fidelis Insurance Holdings Limited (FIHL) has filed to raise $298 million for the company and for...
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Fundamentals Jerome Powell initiated an extremely aggressive policy campaign 15 months ago, which is considered one of the most assertive approaches in history. The...
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Dear readers/followers, I published a bold article on Prologis (NYSE:PLD) back in February, concluding that there was no alpha in buying the stock at...
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Written by Nick Ackerman. This article was originally published to members of Cash Builder Opportunities on June 7th, 2023. Agree Realty (NYSE:ADC) has been...
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In the days and weeks after six Republican-led states filed a lawsuit challenging the Biden administration’s debt-cancellation plan, workers at the student-loan servicer at...
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It’s OK to pass on distressed stock opportunities. Not everything is a “buy” just because it’s down or because it appears cheap. That was...
