News
Third Point First Quarter 2023 Investor Letter
Dear Investor: During the First Quarter, Third Point returned -4.1% in the flagship Offshore Fund. Q1* ANNUALIZED RETURN† THIRD POINT…
Lockheed Martin: A Mission-First Culture And Diversified Portfolio (NYSE:LMT)
In a world where geopolitical tensions run high and national security becomes an ever-growing concern, defense companies play a crucial…
PG&E: Industry-Leading EPS Growth, Dividend Likely On The Way, Reiterate Buy (NYSE:PCG)
Earnings season is wrapping up. We will hear from a slew of retailers this week as well as chip-maker NVIDIA…
Schrodinger: Reiterate Buy Rating On Strong Software Revenue Growth Ahead (NASDAQ:SDGR)
Thesis My original recommendation to long Schrodinger (NASDAQ:SDGR) has worked out well with the share price exceeding my original target…
Brookfield Renewable: A Green Energy Giant With A 4.3% Yield (NYSE:BEP)
Brookfield Renewable (NYSE:BEP) (NYSE:BEPC) is having a great 2023, its commons are up 22% since the start of the year…
What Will Catalyze Psychedelic Stocks? (FLHLF)
Listen on the go! Subscribe to The Cannabis Investing Podcast on Apple Podcasts and Spotify. Transcript Rena Sherbill: All right,…
Alibaba: Six Degrees Of Seperation (NYSE:BABA)
On our last coverage of Alibaba (NYSE:BABA), we acknowledged that the bulls were better setup, but did not attach a…
The AbbVie Update: Q1 Spotlight On Life After Humira (NYSE:ABBV)
2023 will be a big year for AbbVie. The company's transition from a Humira-dependent enterprise to one with multiple green…