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Bridging The Gap: Unlocking The Value Paradox Of Pershing Square (OTCMKTS:PSHZF)
Eight months have elapsed since my inaugural coverage of Pershing Square Holdings (OTCPK:PSHZF), where I initiated my coverage of the…
Snowflake: Rapidly Improving Margins Fuel Upside Potential (NYSE:SNOW)
Shares of burgeoning cloud data service provider Snowflake (NYSE:SNOW) have been flying since the bottom in October. There's been a…
HubSpot: A Highly-Efficient Business, Stock Below Historical Highs (NYSE:HUBS)
Editor's note: Seeking Alpha is proud to welcome KM Capital as a new contributor. It's easy to become a Seeking…
Physicians Realty Trust: A 7% REIT Gem With Merger-Related Growth Potential (NYSE:DOC)
Physicians Realty Trust (NYSE:DOC) is a leading MOB-focused healthcare REIT that offers passive income investors a high quality dividend and…
Skeena Resources: Robust Eskay Creek Economics Despite Higher Capex (NYSE:SKE)
It's been a rough past 18 months for the gold developer space, and while there have been a few names…
Assertio Holdings: Here’s A Contrarian Opportunity In The Health Care Sector (NASDAQ:ASRT)
Investment thesis Okay, admitted: This one's a troubled child. At one point in 2015, the common stock of Assertio Holdings,…
Office REITs For 2024 – The Upside After The Fact
Dear subscribers, I've been fairly clear in the last few months about the fact that I'm going into Office REITs,…
CVS Health (CVS): Shares Remain Modestly Undervalued, Robust FCF, Technical Strength
The Health Care sector was one to generally avoid in 2023. Unless you were significantly overweight (no pun intended) in…