Societe Generale's valuation at x0.4 Price to Book makes little sense considering the attractive interest rate environment. Click here for our review of SCGLF.Read full newsRead More
Markel Corporation CEO suggested a way of deriving its value. Article explores a modification of that approach and benchmarks it. Click here for more on MKL.Read full newsRead More
Intel's recent earnings illustrate further deterioration in its businesses. Click here to read my analysis of INTC stock.Read full newsRead More
Coinbase short squeeze has been explosive, and the massive rally over the last few sessions could get worse for shorts. Find out why I rate COIN stock a hold.Read full newsRead More
Airtel Africa Plc (OTCPK:AAFRF) Q3 2023 Results Conference Call February 3, 2023 7:00 AM ETCompany ParticipantsSegun Ogunsanya - Chief Executive OfficerJaideep Paul - Chief Financial...Read full newsRead More
Methanex Corporation (NASDAQ:NASDAQ:MEOH) Q4 2022 Earnings Conference Call February 3, 2023 11:00 AM ETCompany ParticipantsSarah Herriott - Director of IRRich Sumner - President and...Read full newsRead More
BNP Paribas engages in the provision of banking and financial services in Europe, North America, Asia Pacific, and internationally. Read my analysis of the stock.Read full newsRead More
Global operating logistics require facility and skill resources often at variance with the basic business benefits being offered at scale by Corporate suppliers. Read more here.Read full newsRead More
Health Care sector has been a big loser in 2023 after last year's relative rally. Baxter International follows up some disappointing results from other sector names. Read more here.Read full newsRead More
Total gold preliminary production for H2 2022 is 732,500 Au Oz (mid-point) compared to 778,879 Au Oz in H2 2021. Read more here.Read full newsRead More
BJ's Wholesale Club is an under-appreciated company that performed really well since its IPO in 2018. Click here for my review of BJ stock.Read full newsRead More
MicroStrategy is an overleveraged bet on Bitcoin attached to a software firm that just posted another quarter of declining revenue. Learn why I'm short MSTR stock.Read full newsRead More
The strong U.S. labor market brushed aside fears of a deepening recession. The stock market rally can continue. Read what investors need to know.Read full newsRead More
Blue Owl Capital's business model is thoroughly designed and arguably the best in the alt management industry. Click here for my review of OWL.Read full newsRead More
Great rains for Brazil coffee, but Central America and Indonesia had crop problems from too much rain last year. Click here for my weather analysis.Read full newsRead More
PENN Entertainment management provided 2023 guidance with expectations of $6.15B to $6.58B in revenue and $1.875B to $2B in EBITDAR. Click here to read more.Read full newsRead More
The Ensign Group, Inc. (NASDAQ:NASDAQ:ENSG) Q4 2022 Results Conference Call February 3, 2023 1:00 PM ETCompany ParticipantsChad Keetch - CIO, EVP and SecretaryBarry Port - President, CEO...Read full newsRead More
Johnson Outdoors Inc. (NASDAQ:NASDAQ:JOUT) Q1 2023 Earnings Conference Call February 3, 2023 11:00 AM ETCompany ParticipantsPatricia Penman - VP of Marketing Services & Global...Read full newsRead More
Danaos Corp. stock priced-in too much of cycle reversal fears, in my opinion. Click here to read my analysis of DAC stock.Read full newsRead More
Robinhood is overvalued even in an optimal environment, given poor metrics and low likelihood of achieving meaningful scale. Learn why we are bearish on HOOD stock.Read full newsRead More