Lennar Q3 2024 Preview: Asset-Light Shift Boosts Outlook, But Valuation Is Stretched (LEN)
By Press Room
6 Mins read
The housing market has been surprisingly strong in this interest rate cycle. The strong demand for new homes coupled with a chronic…
Weg Stands Out In Brazil, But Its Valuation May Be Too High (OTCMKTS:WEGZY)
By Press Room
5 Mins read
There is a select group of companies that are excellent and offer a combination of a business model with moats, and great…
Fixed-income markets are at fever pitch amid a changing debt capital market climate. Therefore, I decided to update our outlook on the…
Zillow Group Inc. (Z) Presents at Goldman Sachs Communacopia + Technology Conference (Transcript)
By Press Room
19 Mins read
Zillow Group Inc. (NASDAQ:Z) Goldman Sachs Communacopia + Technology Conference September 9, 2024 6:45 PM ET Company Participants Jeremy Hofmann – Chief…
I believe inflation is definitely returning, despite Powell’s statements at Jackson Hole about him being confident that the return to 2% inflation…
We previously covered Sea Limited (NYSE:SE) in May 2024, discussing why we had finally upgraded the stock to a Buy, particularly attributed…
Get ahead of the market by subscribing to Seeking Alpha’s Stocks to Watch, a preview of key events scheduled for the coming…
25bp or 50bp debate remains unresolved The jobs report provides a real mix of numbers that does little to resolve the debate…
STAAR Surgical: Expecting A Re-Acceleration In Growth As Investments Materialize (NASDAQ:STAA)
By Press Room
4 Mins read
Investment thesis STAAR Surgical’s (NASDAQ:STAA) EVO lens is the leading product with a growing market share in the corrective eye surgery market,…
Samsonite International: Watch Capital Return And Deleveraging Plans (SMSEY)
By Press Room
3 Mins read
I continue to award a Buy rating to Samsonite International S.A. (OTCPK:SMSOF) (OTCPK:SMSEY) (1910:HK) stock. My view of SMSOF’s capital return and…