News
Blue Owl Capital: A 12% Yield Priced Below NAV (Rating Upgrade) (NYSE:OBDC)
Shares of Blue Owl Capital (NYSE:OBDC) have steadily revalued lower since my work on the BDC was published in May,…
General Mills: Short-Term Downgrade After Significant Outperformance (NYSE:GIS)
Revisiting Successful GIS Coverage In my first coverage of GIS two months ago in June, I argued that it is…
ACCO Brands: An Incredibly Cheap, But Imperfect, Opportunity (NYSE:ACCO)
One company that has been underperforming my expectations as of late is ACCO Brands (NYSE:ACCO). For those not familiar with…
CEF Weekly Review: Not Everything Is An Arbitrage
Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund ("CEF") market activity from both…
MARA Stock: Top Miner Now Mining And Buying Bitcoin (NASDAQ:MARA)
MARA, formerly Marathon Digital (NASDAQ:MARA) before they rebranded the company, is the biggest publicly traded Bitcoin miner by hashrate. MARA’s…
Workday Stock: Q2, Moderating Headcount Decline Among Customers (NASDAQ:WDAY)
I presented my bullish view on Workday (NASDAQ:WDAY) in my previous coverage in February 2024, highlighting their strong early renewal…
Medical Properties Trust: Not Yet A Value Trap, A Speculative Buy (NYSE:MPW)
We previously covered Medical Properties Trust, Inc. (NYSE:NYSE:MPW) in June 2024, discussing why we had upgraded the REIT as a…
Veeva Systems Stock: Optimism Ahead Of Q2 Earnings Release (NYSE:VEEV)
Investment thesis I have mixed feelings about my initial bullish thesis about Veeva Systems (NYSE:VEEV). The stock rallied by solid…