News
Cricut: Near-Term Outlook Continues To See Pressure From Poor Macro Backdrop (NASDAQ:CRCT)
Investment overview I wrote about Cricut, Inc. (NASDAQ:CRCT) previously (June 2024) with a sell rating as I expected demand to…
American Express Company (AXP) Barclays 22nd Annual Global Financial Services Conference (Transcript)
American Express Company (NYSE:AXP) Barclays 22nd Annual Global Financial Services Conference September 11, 2024 9:00 AM ET Company Participants Christophe…
Brenntag: ‘Hold’ Was The Right Choice – But Now We Have Upside (Rating Upgrade) (BNTGF)
Dear readers/followers, Brenntag (OTCPK:BNTGF) (OTCPK:BNTGY) is a chemical distribution company with a very strong set of fundamentals, one of the…
Spire Global: A Recently Inked Milestone Deal Once Again Overshadowed By Another Management Blunder (NYSE:SPIR)
Introduction Against the backdrop of the recent events surrounding Spire Global (NYSE:SPIR), I decided to write a short update putting…
Carlyle Group: Value Pick Amid Improving PE Outlook (Rating Upgrade) (NASDAQ:CG)
We see increasing evidence that deal flows for private equity asset managers are improving as the U.S. economy enters into…
BuzzFeed, Inc.: The Elephant In The Room Can Pirouette (NASDAQ:BZFD)
On Seeking Alpha's free site, I've written two pieces on BuzzFeed, Inc. (NASDAQ:BZFD). Picking back up on the research trail,…
Beyond The CEO: Evaluating Chipotle’s Fundamental Strengths (NYSE:CMG)
Introduction and Recent Developments Since our last assessment of Chipotle (NYSE:CMG) in May 2023, the stock has increased by 30%.…
GDV.PR.K: With Most Of The Curve Move Behind Us, This Is A Hold Now
Thesis In our CEF research and analysis, we sometimes write about the preferred shares issued by Clefs, which are a…