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Russia knocks out power, heating and water to Ukraine’s freezing capital
Russia unleashed another massive barrage of missiles and drones on Kyiv overnight, knocking out power, water and heating to much…
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Comus Investment 2025 Annual Letter
Dear Partners, We had a good year in 2025, however we were severely hamstrung by InteractiveBrokers' move to limit Americans…
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Pediatrix: Unable To Deploy Capital Tied Up In Cash Conversion Cycle (NYSE:MD)
Investment update Pediatrix Medical Group (NYSE:MD) posted its Q2 FY'23 numbers last week, and on…
The oneness of Ron DeSantis and Rishi Sunak
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Taiwan Semiconductor: I Remain Hesitantly Bullish Even After A 50% Runup (NYSE:TSM)
Introduction I covered Taiwan Semiconductor (NYSE:TSM) back in October 2022 under the headline of “Taiwan…
July enters history books as hottest month on record
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BoE Asks Bernanke To Review Economic Forecast
The most amusing central bank news in recent years is that the Bank of England…
Italy hits banks with surprise windfall tax
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Airtel Africa: Reiterate Long Position, Business Continues Secular Tailwinds (AAFRF)
Summary Airtel Africa (OTCPK:AAFRF) is a Sub-Saharan telecom operator with a large market share lead…
European and Asian stocks fall on weak Chinese export data
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PRA Group, Inc. (PRAA) Q2 2023 Earnings Call Transcript
PRA Group, Inc. (NASDAQ:PRAA) Q2 2023 Earnings Conference Call August 7, 2023 5:00 PM ET…
Glencore profits halve as commodity prices retreat
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Berkshire Hathaway Is Undervalued By 6% (NYSE:BRK.A)
Warren Buffett has stated on numerous occasions that he would buy back shares of Berkshire…
Pakistan election delay raises fears for democracy
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Q2 2023 Credit Commentary – Challenges Increase But Strength Persists
By Patricia Healy, CFA The second quarter of the year saw fears of banking contagion…
Chinese exports suffer worst fall since start of pandemic
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James Hardie Industries plc (JHX) Q1 2024 Earnings Call Transcript
James Hardie Industries plc (NYSE:JHX) Q1 2024 Earnings Conference Call August 7, 2023 6:30 PM…