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Why Li Lu, The ‘Warren Buffett Of China,’ Invested In East West Bancorp (NASDAQ:EWBC)
I want to be brief here, so let me just say that East West Bancorp (NASDAQ:EWBC) is one of the…
Voss Capital Q1 2023 Letter To Partners
Dear Partners, In Q1 2023, the Voss Value Fund, LP and the Voss Value Offshore Fund, Ltd., returned +1.6% and…
IYW: Technology Dashboard For May | Seeking Alpha
This monthly article series shows a dashboard with aggregate industry metrics in technology. It may also serve as a top-down…
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…