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Understanding Iran: seven books that help explain the unrest
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.King of…
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Templeton Global ADR Equity SMA Q3 2025 Commentary
Franklin Resources, Inc. is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over…
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CEE: A Strong Bullish Catalyst From A Russian Company
My Thesis Magnit PJSC's share buyback of shares from Western investors has driven up its…
The fossil fuel industry will not lead us out of the climate crisis
Receive free Climate change updatesWe’ll send you a myFT Daily Digest email rounding up the…
Global Indemnity Group: Upside Still Available (NYSE:GBLI)
Global Indemnity Group, LLC (NYSE:GBLI) is a fairly traditional commercial property and casualty insurer and…
China and the revenge of geopolitics
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Nutrien: A Gloomy Outlook (NYSE:NTR)
Investment Thesis After an excellent performance from 2020 to 2022, Nutrien (NYSE:NTR) is now down…
Cambodia’s leader Hun Sen lays ground to pass power to his son
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Lilly’s Alzheimer’s Data For Donanemab
I wrote earlier this year about donanemab, the anti-amyloid antibody developed by Eli Lilly (NYSE:LLY)…
Tesla robotaxis are worth $700bn, or $870bn, or zero
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Stem Stock: Aiming For First Mover Advantage In An Emerging Industry (NYSE:STEM)
Thesis With renewable energy facing multi-decade tailwinds from a combination of macro factors and the…
Jan Marsalek sends unsolicited letter to judges in Wirecard trial
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J.B. Hunt Transport Services, Inc. (JBHT) Q2 2023 Earnings Call Transcript
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) Q2 2023 Earnings Conference Call July 18, 2023 5:00…
Barbie film review — Greta Gerwig’s day-glo comedy gives Mattel the last laugh
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Whole Earth Brands: In Flux After Acquisition Offer (NASDAQ:FREE)
Since the last time I wrote about the sugar alternatives company Whole Earth Brands, Inc.…
Kering tries to fix Gucci with management overhaul
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COWZ: Solid Performance, But Beware The Cyclicality (BATS:COWZ)
Recently, a cash-flows focused ETF - Pacer US Cash Cows 100 ETF (BATS:COWZ) caught my…