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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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CrowdStrike Stock: A High P/E, But With Strong EPS Growth And Record FCF
Cybersecurity stocks are up solidly on the year, but the industry has modestly underperformed the…
Ready for the Hot Tourist Summer?
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The Power Of A Fund-Of-Funds Approach In Private Markets
Executive summary: Manager selection is critical when allocating to private markets, as there is a…
The radicalism of having a good time
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Week Ahead – Bracing For Next Week’s Earnings, Rate Decisions, And Major Economic Data
By Ed Moya US The Fed is expected to resume raising rates at the July…
Leon Black agreed $62.5mn deal over potential Epstein-related claims
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S&P 500 Earnings: Fed Funds Hike Next Week And Microsoft, Alphabet Report
Don’t forget the FOMC release is Wednesday afternoon, July 26th, and according to the CME…
Volodymyr Zelenskyy says Ukrainian counteroffensive about to ‘gain pace’
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Merck Stock Not Likely To Be Saved By Dividends (NYSE:MRK)
Our previous coverage on Merck & Co., Inc. (NYSE:MRK), a large (~$272 billion market cap)…
AMC shares surge after court rejects ‘APEs’ stock conversion deal
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easyJet: Winter Is Coming, Buy Confirmed (OTCMKTS:EJTTF)
Today, easyJet (OTCQX:EJTTF, OTCQX:ESYJY) just released its trading update for the quarter ended in June.…
Israel defence minister re-enters dispute over judicial overhaul
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Celsius Holdings: Formidable Rival To Monster Beverage (NASDAQ:CELH)
Celsius Holdings (NASDAQ:CELH), maker of Celsius-branded functional drinks and liquid supplements, has one of the…
Russian billionaire calls for ‘cowards’ in Moscow elite to oppose invasion
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Northland Power: Great Execution And Positioned For Growth (TSX:NPI:CA)
Renewable energy companies are great from an environmental and virtue-signaling standpoint, but they have always…