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US imposes wide-ranging sanctions on Russian oil sector
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Dollar dominance means tariffs are not the only game in town
Another week, another wave of wild threats from US president-elect Donald Trump. On Tuesday, he pledged to “tariff Denmark at…
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Deluxe Is Still All About Debt (NYSE:DLX)
Deluxe Corporation (NYSE:DLX) is down at 2009 crisis lows, and the multiple is pretty tight,…
Rocket Internet backs away from start-up investing in tech downturn
Oliver Samwer, one of Europe’s leading tech investors, once told entrepreneurs to adopt “blitzkrieg” tactics…
Veeva Systems: Strengths Shine Through With Q1 Results (VEEV)
In my initial write-up on Veeva Systems (NYSE:VEEV) back in late January, I called VEEV…
Australia’s biggest pension fund freezes new business with PwC over tax scandal
Australia’s largest superannuation fund has said it will not sign any new contracts with PwC…
Texas Instruments: Short-Term Headwinds; Long-Term Hold (TXN)
Investment Thesis With further pain in many of the company's revenue segments still ahead, coupled…
Hongkongers struggle to get voice heard on Tiananmen Square anniversary
With two uniformed police officers filming, pro-democracy political activist Chan Po-ying used a megaphone to…
Alimentation Couche-Tard: A Hidden Compounder (OTCMKTS:ANCTF)
Investment Thesis Alimentation Couche-Tard (TSX:ATD:CA) is a lesser-known compounder that performed extremely well in the…
US Senate passes bill to end debt ceiling stand-off and avoid default
The US Senate has approved a fiscal deal between the White House and congressional Republicans,…
PayPal Stock: In Search Of A Turnaround (NASDAQ:PYPL)
For the majority of its existence, PayPal (NASDAQ:PYPL) has been riding the wave of increasing…
Elon Musk’s SpaceX wins Pentagon contract for satellite in Ukraine
Elon Musk’s SpaceX has secured US funding to provide satellite internet to the Ukrainian military,…
Southwest Airlines Co. (LUV) Bernstein’s 39th Annual Strategic Decisions Conference 2023 (Transcript)
Southwest Airlines Co. (NYSE:LUV) Bernstein's 39th Annual Strategic Decisions Conference 2023 June 1, 2023 1:30…
Apple’s mixed reality headset is a hedge against future disruption
What if Apple came up with its most important new product in years and the…
Carrier Global Corporation (CARR) Bernstein’s 39th Annual Strategic Decisions Conference 2023 (Transcript)
Carrier Global Corporation (NYSE:CARR) Bernstein's 39th Annual Strategic Decisions Conference 2023 June 1, 2023 3:30…
Dollar General shares plunge 20% after gloomy sales forecast
A squeeze on budget shoppers has forced US discount retailer Dollar General to cut its…
May And YTD 2023 Asset Class Performance
May 2023 is now behind us, and below is a look at how various asset…