News
Golden Entertainment: Current Divestitures And Valuation Offer Compelling Opportunity
Investment Thesis Golden Entertainment (NASDAQ:GDEN) owns and operates a portfolio of entertainment assets, including casino resorts and pubs and taverns…
Okta: Why I’m Initiating With A Buy (NASDAQ:OKTA)
Investment thesis: I'm initiating Okta (NASDAQ:OKTA) with a buy rating ahead of 2Q25 earnings because I believe the negatives have…
Assurant: The Growth Story Remains Solid (NYSE:AIZ)
Investment Thesis Assurant, Inc. (NYSE:AIZ) reported impressive earnings growth in the first quarter of 2024, showing adjusted EBITDA growing 53%…
Wall Street Breakfast Podcast: Big Bank Results On Tap
Listen below or on the go on Apple Podcasts and Spotify Big banks Q2 earnings expected to show rebounding IB,…
L1 Capital Catalyst Fund June 2024 Quarterly Report
Global markets were mixed over the June quarter, with divergent themes impacting key markets. In the U.S., the S&P 500…
The Door Is Wide Open To Multiple Fed Rate Cuts
The evidence supporting multiple Fed rate cuts is now solid. As I've been documenting for at least the past year,…
Q2 2024 Earnings Season Preview – The S&P 500 Breaks Records Ahead Of Bank Reports
US markets have been rising in anticipation of Q2 earnings season, which unofficially kicks off Friday with results from the…
CK Asset Holdings: Not About Hong Kong Anymore, Management’s Focus Seems To Have Shifted
CK Asset Holdings Limited (OTCPK:CHKGF) is controlled by Victor Li, and it trades at a significant discount to Net Asset…