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The following segment was excerpted from this fund letter. Virtu Financial Inc (NASDAQ:VIRT) In one guise or other, in January 2024, assuming…

Co-produced by Austin Rogers Many investors like the idea of contrarianism, or going against the crowd. And we all know that in…

Introduction As a value investor, the March 2023 banking crisis – triggered by the collapse of Silicon Valley Bank (OTCPK:SIVBQ) – naturally…

Uber’s (NYSE:UBER) business has finally achieved profitability, on the back of higher margin advertising revenue and a more favorable competitive environment. While…

Allocation and stock selection in Turkey, Georgia and Kazakhstan outperformed, while Brazil allocation resulted in an overall negative quarterly performance for the…

AES Corporation (NYSE:AES) has dramatically underperformed the broad market this year, as it has plunged 51% whereas the S&P 500 has rallied…

In recent months, I’ve been offering an overview of the Brazilian Ibovespa stock market, which is closely mirrored by the iShares MSCI…

Conagra Brands (NYSE:CAG) might be sitting at 52-weeks lows but the company is struggling with volume declines and a stale portfolio. With…

Northern Star Resources Limited (OTCPK:NESRF) Q1 2024 Earnings Conference Call October 19, 2023 6:00 PM ET Company Participants Stuart Tonkin – MD…