Stanley Black & Decker: Needs Deleveraging And Margin Improvement (NYSE:SWK)
By Press Room
8 Mins read
Investment thesis Our current investment thesis is: SWK is a high-quality business, with a strong portfolio of brands, a reputation for quality…
ASML Stock: Semiconductor Cycle Is Near Bottom - Buy This Dip Aggressively (NASDAQ:ASML)
By Press Room
4 Mins read
We previously covered ASML Holding N.V. (NASDAQ:ASML) (OTCPK:ASMLF) in July 2023, discussing the sluggish stock movement after the previous FQ2’23 double beat…
Money raining down on a young person. Anybody who is even remotely acquainted with financial markets knows that in the short run,…
Merion Road Small Cap Fund IWM (Russell 2000) Barclay Hedge Fund Index MRCM Long Only Large Cap SPY (S&P 500) Annualized Since…
Back in February, I place a “Buy” rating on CarGurus (NASDAQ:CARG), arguing that its results were being muddied by issues at CarOffer,…
DLocal Limited (NASDAQ:DLO) operates a payment processing platform that helps businesses in online payments globally. The company has achieved a remarkable amount…
U.S. IPO Weekly Recap: Big Launches And New Filings Keep The IPO Market Moving
By Press Room
3 Mins read
Both the calendar and the pipeline saw some movement this past week. Two large IPOs launched, one of which also priced, and…
Preformed Line Products: Reasonable Valuation Despite Potential Cyclicality (NASDAQ:PLPC)
By Press Room
8 Mins read
Preformed Line Products Company (NASDAQ:PLPC) has notable and well-covered tailwinds from U.S. infrastructure spending. For a business like Preformed Line Products (“PLP”)…
Introduction Having published a Buy call on The Walt Disney Company (NYSE:DIS) in early June, with the stock then trading at around…
Bank OZK (NASDAQ:OZK) Q3 2023 Earnings Call Transcript October 20, 2023 11:00 AM ET Company Participants Jay Staley – Director of Investor…