President Trump’s tariff policies may address trade imbalances, particularly with Canada, by incentivizing refinery reconfigurations to benefit US oil production and agriculture. The Los Angeles fires ...
Eos Energy has unresolved supply chain issues affecting Z3 enclosures, impacting short-term revenue and operational ...
IGIC specializes in high-margin specialty insurance, achieving strong combined ratios and ROEs, and remains undervalued ...
Deep Sail Capital Partners (the Fund) returned 38.1% net of fees while averaging 86% net long exposure. Click here to read the full fund letter.
We are recommending PepsiCo and Target for investment in 2025 due to suppressed valuations and potential for growth amid ...
Amazon.com, Inc. delivered a strong set of numbers for 3Q24 driven by broad-based performance across all its segments. Learn ...
European issuers initially struggled to adapt to the higher cost of funding after a decade of zero to negative interest rates ...
The municipal bond market closed 2024 much as it began — highly volatile — providing substantial opportunities for active ...
Deckers Outdoor beat both its revenue and earnings growth estimates in Q2 under Stefano Caroti’s leadership. Explore more ...
Essential Properties Realty Trust may be a standout in commercial real estate despite risks linked to rising interest rates and inflation. Learn more on EPRT stock here.
My bearish view on Micron has been ill-timed, as the stock has rallied hard since, prompting me to revisit my views. Explore more details here.
Live Oak Bancshares' Q4 2024 results show mixed performance, with high net charge-offs and expensive deposits. See why LOB ...