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Singapore’s Temasek sours on European companies amid US tariff threats
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Singapore’s state…
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Britain, France and the necessary relationship
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.It takes…
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Baron Durable Advantage Fund Q2 2023 Shareholder Letter
Performance We had another good quarter and a strong first half of the year. Baron…
England beat co-hosts Australia to reach Women’s World Cup final
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Coherent Fiscal Q4 Earnings: Disappointing Outlook, Deteriorating Profitability (COHR)
Investment Thesis Coherent Corp. (NYSE:COHR) is a supplier of optical communication modules. It delivered investors…
EY rejects TPG plan to break up Big Four firm
Keep abreast of significant corporate, financial and political developments around the world. Stay informed and…
Colruyt: Update Warranted, And The Rating Is ‘Hold’ (Rating Downgrade) (CUYTF)
Dear readers/followers, You may recall some previous coverage of a Belgian company (currently the only…
George Soros foundations to scale back activity in Europe
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Leidos: Hold On To This Undervalued Govt Contractor (NYSE:LDOS)
Research Brief Leidos Holdings (NYSE:LDOS) has been added to my watchlist after my recent coverage…
Corporate America needs to ‘step up’ for transgender staff, says former Goldman managing director
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Alpine Income Property: Buying The Dip On This REIT (NYSE:PINE)
With rising real estate costs, it seems impossible for a lot of people to get…
VinFast/Vietnam: founder is main beneficiary of EV company listing
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Aya Gold & Silver: Quality Silver Producer In Morocco (TSX:AYA:CA)
Introduction Aya Gold & Silver (OTCQX:AYASF) is small silver producer in Morocco. However, they are…
European stocks shrug off weak Chinese property data
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Performant Financial – Weak First Half Imposes Risk To Full-Year Projections – Sell
Note: I have covered Performant Financial Corporation (NASDAQ:PFMT) previously, so investors should view this as…
Carlsberg ‘shocked’ at seizure of Russian subsidiary
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Buy Alert: Why I Just Massively Increased My Gold Position
While I focus mostly on high yield investments like MLPs (AMLP), REITs (VNQ), BDCs (BIZD),…