Investment Thesis The last time I talked about Delta Air Lines (NYSE: NYSE:DAL), I discussed the company’s FY23 fourth quarter…
Introduction I have recently been increasing my exposure to the more senior securities in the capital stack of CLO CEFs.…
Investment Thesis I recommend holding the SPDR S&P 500 ETF Trust (NYSEARCA:NYSEARCA:SPY). Anyone who has invested in the S&P 500…
MKS Instruments (NASDAQ:MKSI) is a major supplier of components and subsystems to major semiconductor equipment companies Lam Research (LRCX) and…
ZIM: Incredible Recovery As Tensions Persist ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) investors have enjoyed a spectacular run as persistent…
Co-authored by Treading Softly. When you were young, do you remember what you used to dream about your occupation? Many…
Biogen Inc. (NASDAQ:BIIB) is a global biotechnology company developing therapies for neurological and neurodegenerative conditions. BIIB's IP portfolio includes Lecanemab…
Investment thesis Financial Institution inefficiency, digitalization, and regulation, such as PSD2, led to the explosive growth of fintech, which proliferated…
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