President Donald Trump said Sunday Netflix's ( NFLX) $72B deal for assets from Warner Bros, Discovery ( WBD) will need ...
Taiwan Semiconductor's record operational execution is reflected in sharp wafer shipment growth. Read why I reiterate my Buy ...
WillScot offers an asymmetric opportunity with a ~13% FCF yield despite a ~40% decline. Discover the $45+ intrinsic value.
Explore PCY ETF for a 6.54% yield from emerging market sovereign debt. Learn the risks, returns, and opportunities.
Silver Beech Capital delivered 19.5% annualized returns since inception, navigating a market untethered from fundamentals.
McIntyre Partnerships is up 3% net YTD, with ~12% net since inception. Discover our largest new holding, Stock A, and its ...
Discover why emerging market equities are rebounding, key investment themes, and how to capitalize on growth and valuations.
FCF generation is improving but it may be a while before VSCO resumes buybacks.
BK Technologies Corp (BKTI) was our top contributor. Click here to learn more about its 50%+ gross margins, doubled revenues, ...
Get the latest MOMO stock analysis, including chart support, growth in overseas markets, and buy rating insights.
Atai Capital achieved a 10.7% gain in Q3, driven by a focused Micro/Small-Cap strategy. Learn how we identify opportunities ...
Discover why Mondelez is a Strong Buy: explore its global brand moat, stable dividends, and margin recovery as cocoa price ...
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