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Adapting To The Evolving Credit Landscape
Transcript What is behind the changing banking landscape? Christian Stracke, PIMCO President and Global Head of Credit Research: What's changing…
Meta Platforms: Structural Issues Don’t Justify Current Prices
Investment Thesis Meta Platforms’ (NASDAQ:META) stock has risen 176% year to date and 272% since the bottom of November 2022…
Twin Disc: Assessing How Long Momentum Can Continue (NASDAQ:TWIN)
Intro We wrote about Twin Disc, Incorporated (NASDAQ:TWIN) in May of 2023 after the company's Q3 results where strong double-digit…
Baxter: Cheap With Improving Earnings And +3% Dividend Yield (NYSE:BAX)
Stock Snapshot For my very first coverage of a big pharma stock on Seeking Alpha, I'm picking a relatively under-covered…
Bank Buzz: 2 Value Plays With Near-Term Catalysts
Background Welcome back to the second edition of Bank Buzz, where we cover the community bank sector, with a specific…
As Gold Hits Highs, Miners Step Up
Gold sets a new intraday all-time high on December 4. We believe Gold equities will benefit from sustained, record-high gold…
EM Bonds Guideposts For 2024 (undefined:EMBAX)
The economic backdrop appears supportive for emerging markets bonds headed into 2024. In this blog, we discuss five guideposts that…
Tracking Bruce Berkowitz’s Fairholme Portfolio – Q3 2023 Update (MUTF:FAIRX)
This article is part of a series that provides an ongoing analysis of the changes made to Fairholme’s 13F stock…