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Raymond James: Undervalued Opportunity To Buy Profitable Asset Manager & Wealth Advisor
A Diversified Financial Firm Currently On A Dip One financial-sector stock has been on my watchlist for over a year…
Sylvamo: Buy Thesis Remain Intact With Valuation Upsides + High Returns On Capital (SLVM)
Investment Update Following my second buy rating on Sylvamo (NYSE:SLVM), the stock is +6% and provided ~400bps of alpha vs.…
Golub Capital BDC: A Strong 12% BDC Yield Trading Below NAV (NASDAQ:GBDC)
Golub Capital BDC (NASDAQ:GBDC) recently completed its merger with Golub Capital 3 BDC which has led to a much bigger…
Oracle Q1: On-Premise Offerings Remain a Concern Despite Oracle Database@AWS Launch (ORCL)
I assigned a ‘Sell' rating to Oracle (NYSE:ORCL) in my article published in January 2024, arguing that the company is…
Oracle Corporation (ORCL) Q1 2025 Earnings Call Transcript
Oracle Corporation (NYSE:ORCL) Q1 2025 Earnings Conference Call September 9, 2024 5:00 PM ET Company Participants Ken Bond - SVP,…
American Tower Corporation (AMT) Goldman Sachs Communacopia + Technology Conference (Transcript)
American Tower Corporation (NYSE:AMT) Goldman Sachs Communacopia + Technology Conference September 9, 2024 4:45 PM ET Company Participants Steve Vondran…
Mission Produce, Inc. (AVO) Q3 2024 Earnings Call Transcript
Mission Produce, Inc. (NASDAQ:AVO) Q3 2024 Earnings Conference Call September 9, 2024 5:30 PM ET Company Participants Jeff Sonnek -…
International Business Machines Corporation (IBM) Goldman Sachs Communacopia + Technology Conference (Transcript)
International Business Machines Corporation (NYSE:IBM) Goldman Sachs Communacopia + Technology Conference September 9, 2024 8:30 PM ET Company Participants Conference…