Been looking into WOLF after the $1.5B Pentagon financing news and the big jump in the stock. I went through their October 7 SEC filing and found a few interesting details about the 30-year loan, the $600M debt refinancing, and …
Hello, my portfolio has grown quite a bit over the last year. I have consistently put funds in Roth IRA and HYSA too. My brokerage account has nearly double in size and I have realized some gains, but also have …
Vonovia at 16.30 EUR against an EPRA NTA of 46.22 EUR is a total mispricing. Even with the ECB holding off on rate cuts for now, the refinancing scare is overblown because Vonovia already locked in its medium term financing …
I keep coming back to how strange this market feels right now. On the surface, $SPY and $QQQ are still sitting near highs so the easy read is that investors are still confident and the rally is holding up. But …
Paying 6 percent . GLP-1 friendly. I went heavy at these levels. Could it drop more? Sure. When the bonds recover and the shorts get worried I think this will prove to be a very good idea.
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I like the Biscoff business and their products, but I’m struggling to find the value apprantly seen by to broader market. Lotus Bakeries made 1,3600m in revenue in 2025 at a 16,8% operating margin. Sales grew 14% in the first …
Nike’s latest numbers look like an early turnaround on the surface, but the underlying mechanics are mixed: North American wholesale grew 9%, while Direct dropped 6%. Meanwhile, gross margin ticked up 60 bps, but absolute gross profit dollars shrank \~3%. …
I think November is going to bring an exciting end to this year. With US Mid-Term elections coming up and the much anticipated Anthropic’s IPO following suit (all while earning season in full swing), just wondering how are you guys …