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P3 Health Partners: Moving In The Right Direction In 2024 (PIII)
Thesis P3 Health Partners Inc. (NASDAQ:PIII) is operating in the healthcare space, where they are collaborating with healthcare providers in…
International Flavors & Fragrances: Acquisitions Not Yet Pulling Weight (IFF)
Investment Summary Avid readers of this channel will know that we have been scouring the basic materials sector for 1)…
Microsoft Corporation (MSFT) BofA Securities 2024 Global Technology Conference (Transcript)
Microsoft Corporation (NASDAQ:MSFT) BofA Securities 2024 Global Technology Conference Call June 6, 2024 1:00 PM ET Company Participants Ryan Roslansky…
Tracking David Einhorn’s Greenlight Capital Portfolio – Q1 2024 Update (NASDAQ:GLRE)
This article is part of a series that provides an ongoing analysis of the changes made to David Einhorn's Greenlight…
American Software, Inc. (AMSWA) Q4 2024 Earnings Call Transcript
American Software, Inc. (NASDAQ:AMSWA) Q4 2024 Earnings Conference Call June 6, 2024 5:00 PM ET Company Participants Vince Klinges -…
Planet Labs PBC (PL) Q1 2025 Earnings Call Transcript
Planet Labs PBC (NYSE:PL) Q1 2025 Earnings Call Transcript June 6, 2024 5:00 PM ET Company Participants Chris Genualdi -…
Is Ultra-Cheap Jackson Financial A Buy? (NYSE:JXN)
Article Thesis Jackson Financial Inc. (NYSE:JXN) has delivered a very nice 150%+ return over the last year, and yet, its…
A Growing Affinity For Phinia (NYSE:PHIN)
As the transition from traditional internal combustion engine (or ICE) vehicles to electric vehicles (or EVs) has hit a few…