For Q4 2022, Giverny Capital Asset Management's model portfolio rose 8.49%, net of fees, vs. 7.56% for the SP500 Index. Click here to read the full fund letter.Read full newsRead More
Pernas Research aggregate performance, despite some portfolio wins and ongoing de-risking efforts, was -23%. Click here to read the full fund letter.Read full newsRead More
Arrival is diluting existing shareholders by 54% to 74% to raise not even 2 quarters' worth of cash. Find out why we are bearish on ARVL stock.Read full newsRead More
The following slide deck was published by PNM Resources, Inc.Read full newsRead More
PNM Resources, Inc. (NYSE:NYSE:PNM) Q4 2022 Earnings Conference Call February 24, 2023 11:00 AM ETCompany ParticipantsLisa Goodman - Executive Director of IRPat Vincent-Collawn - Chairman...Read full newsRead More
Dutch Brothers costs are too high compared to Starbucks at the same stage for a given level of revenue. Learn why, based on relative valuation, BROS stock is a sell.Read full newsRead More
Despite facing headwinds in China, STAAR Surgical Company was able to boast growing revenues in Q4. Click here for our STAA earnings review.Read full newsRead More
Sienna Senior Living Inc. (OTCPK:LWSCF) Q4 2022 Results Conference Call February 24, 2023 4:00 PM ETCompany ParticipantsNitin Jain - President and CEODavid Hung - CFOConference Call...Read full newsRead More
Sotera Health Company stock has seen volatility due to product liability and other legal claims against the firm. Click here for our take on SHC stock now.Read full newsRead More
We revisit Farmland Partners after an 18-month hiatus. The stock took a drubbing on Q4 2022 earnings results. Click to read why it's now on our watchlist.Read full newsRead More
Vista Energy, S.A.B. de C.V.Read full newsRead More
Grupo Televisa, S.A.B. (NYSE:NYSE:TV) Q4 2022 Results Conference Call February 24, 2023 10:00 AM ETCompany ParticipantsAlfonso de Angoitia - Co-Chief Executive OfficerPepe Antonio Gonzalez...Read full newsRead More
SHW is a long-term compounder and has crushed the market over the past couple of decades. Click here to read my analysis why I think SHW stock is a hold.Read full newsRead More
Aehr is among the smallest manufacturers in the ATE industry, mirroring its low, competitive moat. Click here to read my most recent analysis of AEHR.Read full newsRead More
Tesla, Inc. will hold an Investor Day on Wednesday, March 1st, and Elon Musk will present a Master Plan part 3. I predict what might be in that plan. Click here to read more.Read full newsRead More
Playa Hotels & Resorts N.V. (NASDAQ:NASDAQ:PLYA) Q4 2022 Earnings Conference Call February 24, 2023 11:00 AM ETCompany ParticipantsRyan Hymel - Chief Financial OfficerBruce Wardinski -...Read full newsRead More
MLI's revenue should be impacted in 2023 due to the declining residential and commercial construction. Click here to read my analysis of MLI stock.Read full newsRead More
Brady Corporation shares have seen a nice move higher over the past months. Are BRC shares a buy or a sell here? Click here to find out.Read full newsRead More
Alliant Energy Corporation (NASDAQ:NASDAQ:LNT) Q4 2022 Earnings Conference Call February 24, 2023 10:00 AM ETCompany ParticipantsSusan Gille - IR ManagerJohn Larsen - Chair, President and...Read full newsRead More
Caesars Entertainment is well-positioned to trade higher as its properties both in Las Vegas and US regionals are already showing strong growth. Click here to read more.Read full newsRead More