News
Pebblebrook Hotel Trust: Healthy Balance Sheet But (Near) Zero Dividends (NYSE:PEB)
Introduction I have written about several hospitality REITs in the past couple of months, most recently on Ashford Hospitality Trust…
Citigroup: No Respect For TTS – This Big Ship Turns Slowly (NYSE:C)
The C Investment Thesis Is Only For The Patient We previously covered Citigroup Inc. (NYSE:C) in June 2023, discussing its…
Altair: Counting On AI Amid Stretched Valuation (NASDAQ:ALTR)
Altair (NASDAQ:ALTR) provides a range of solutions related to simulation, data analytics and high-performance computing and is heavily promoting the…
Independent Bank’s Q2: Strong Returns And Emerging Concerns (NASDAQ:INDB)
Thesis Independent Bank Corp. (NASDAQ:INDB), delivered a decent performance in Q2 2023, registering a GAAP net income of $62.6 million…
Qualcomm: I Am Not Buying Due To Valuation And Headwinds (NASDAQ:QCOM)
Investment thesis QUALCOMM (NASDAQ:QCOM) is a company that has been consistently demonstrating stellar profitability metrics over the decade. The company…
AES Corp Stock: Are We Holding A Value Trap? (NYSE:AES)
The following segment was excerpted from this fund letter. Currently, Massif Capital's portfolio has roughly 11% allocated across two utilities,…
Avoiding Recession, Cooling Inflation, AI Plays, Financial Earnings With Victor Dergunov
Listen on the go - subscribe to Wall Street Breakfast on Apple Podcasts and Spotify This is an abridged conversation…
Airbnb: Downgrading To Sell After 40% Run. Here’s Why. (NASDAQ:ABNB)
The travel industry has rebounded nicely from the COVID-19 disaster, and Airbnb (NASDAQ:ABNB) has benefitted in many ways. However, several…