In a previous report, I analyzed Thales S.A. (OTCPK:THLEF), which is a company that has quite a broad area of…
Summary The fund entered a new position in Olin OLN Corp. The Booking Holdings stake was reduced. It also sold…
Jonathan Seelig is co-Founder and Executive Chairman of Ridge. He was previously co-founder of Akamai. The public cloud has revolutionized…
Life Time Group Holdings, Inc. (NYSE:LTH) Q2 2023 Earnings Conference Call July 25, 2023 10:00 AM ET Company Participants Ken…
We’re in a weird time where interest rates are at (or at least near) a peak—but most people haven’t realized…
Chief Operating Officer at PDI Technologies. Today, the U.S. convenience store industry alone conducts about 160 million transactions per day,…
Investment Thesis The spin-off process itself is a fundamentally inefficient method of distribution stock to the wrong people. Generally, the…
Many companies aiming to go public someday are offering equity to employees in the hopes that it might one day…
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