News
CS Disco Stock: Rating Downgrade To Neutral As I Am Concerned About Near-Term Execution
Summary Readers may find my previous coverage via this link. My previous rating was a buy, as I believed CS…
Norwegian Cruise Line: Assessing Risks And Realities Of Capital Intensive Business (NCLH)
Investment thesis Our current investment thesis is: NCLH is a capital-intensive business that needs to invest heavily to achieve consistent…
View On Wall Street – A Good News Bad News Scene (NYSEARCA:SPY)
“A lot of people with high IQs are terrible investors because they’ve got terrible temperaments.” - Charlie Munger In conversations…
Ituran Location and Control Stock: Rising Demand Can Drive The Growth (NASDAQ:ITRN)
Investment Thesis Ituran Location and Control (NASDAQ:ITRN) deals with providing telematic services, mainly consisting of stolen vehicle recovery (SVR) and…
Why GTA VI Should Be Take-Two Interactive’s Biggest Hit Yet (NASDAQ:TTWO)
Take-Two Interactive's (NASDAQ:TTWO) trailer for Grand Theft Auto VI this week broke records for the most viewed YouTube video in…
Apple Stock: Brings Balance To A Dividend Focused Portfolio (NASDAQ:AAPL)
Overview As someone that's built a hybrid portfolio around growth and income, I like to optimize my holdings around a…
Ashford Hospitality Trust Preferred: Check-In To This Speculative 17.6% Yielder (NYSE:AHT)
Ashford Hospitality Trust, Inc. (NYSE:AHT) was nearly killed by COVID. Massive equity dilution was used to keep the company alive.…
Vertex And CRISPR Therapeutics: Historic Exa-cel Approval, Why Market Is Nonplussed (VRTX)
Investment Overview Historic Approval Validates CRISPR Gene Editing Approach News broke this afternoon that the Food and Drug Agency ("FDA")…