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Ciena Corporation: Remain Buy-Rated With Caution On Valuation (NYSE:CIEN)
This article was written byFollowI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many…
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Pyxis Tankers (PXS): Imperial Petroleum’s Closest Peer Deserves A Higher Valuation – Buy
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Comcast (CMCSA): Buy Mario’s Box Office Success And Universal Theme Park’s Attendance
The Universal Investment Thesis Remains Robust Here Comcast (NASDAQ:CMCSA) has outperformed this year indeed, with…
CrossingBridge Advisors Q2 2023 Commentary
You Can Pay Me Now, or Pay Me Later In 1971, FRAM1 oil filters launched…
US shale oil and gas producers pull back after commodity price drop
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Stocks To Watch: Eyes On Central Banks, Microsoft, Meta Platforms, Coca-Cola And Boeing
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The west must prepare for Vladimir Putin to weaponise energy again
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Fuchs SE: The Preferred Shares Are Trading At A 7% FCF Yield (OTCMKTS:FUPBY)
Introduction Fuchs SE (OTCPK:FUPBY, OTCPK:FUPEF, OTC:FUPPF) is the new name of Fuchs Petrolub, a large…
How I learnt to live with shyness
I don’t remember much Italian from the abortive attempt I made to learn the language…
Ensemble Capital Second Quarter 2023 Investor Letter
Second Quarter 2023 Investment Update As of June 30, 2023 2Q23 1 Year 3 Year…
Rebuild or renovate: the embodied carbon conundrum
When Catherine Ramsden bought a well-appointed 1960s family home in the sought-after countryside near Surrey’s…
Global Ship Lease Stock: The 8.7% Preferred Dividend Is Well-Covered (NYSE:GSL)
Introduction It has been two years since I last discussed the preferred shares issued by…
Director Christopher Nolan: ‘Oppenheimer is absolutely a cautionary tale’
Christopher Nolan enters the dining room in a dark sports jacket and blue button-down shirt,…
ASE Technology Stock: Reasons On Why Its Cheap (NYSE:ASX)
ASE Technology (NYSE:ASX) is a fantastically run semiconductor business based in Taiwan. Its business has…
Thousands of Israelis protest in last-ditch bid to halt judicial reforms
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ASML: Buy Mr. Market’s Indecisiveness – 20Y Moat Remains Far & Wide (NASDAQ:ASML)
The ASML Investment Thesis Remains Robust For The Next Decade We previously covered ASML Holding…
G20 deal on fossil fuels blocked after Saudi opposition
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