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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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TPI Composites: Too Early To Be Bullish (NASDAQ:TPIC)
Elevator Pitch I assign a Hold investment rating to TPI Composites, Inc.'s (NASDAQ:TPIC) shares. TPIC's…
The energy transition’s ‘shortage of returns’
Hello and welcome back to Energy Source.Chevron yesterday said it would buy PDC Energy, a…
A Margin Of Safety For Crown Castle (NYSE:CCI)
Crown Castle Inc. (NYSE:CCI) is one of three "Communications REITs" in the NAREIT classifications. They…
Maverick Democrat on shaky ground in coal country over climate stance
In a pub down the road from Democratic Senator Joe Manchin’s office in the hilly…
BIT: Some Good Things, But Distribution Sustainability Questionable
There can be very little doubt that one of the biggest problems facing the average…
IMF says it no longer expects UK recession this year
The UK will escape a recession this year, the IMF said on Tuesday, adding that…
Google And Meta Platforms: Strong AI Contenders Priced As Losers (NASDAQ:GOOG)
Thesis My thesis here is really simple. I will argue that Google (NASDAQ:GOOG) and Meta…
Iosco calls on global regulators to be faster and bolder on crypto markets
Regulators should be faster and bolder in taming cryptocurrency markets and should break up companies…
Duolingo (DUOL) Stock: Wait For A Better Buying Opportunity
Introduction Duolingo (NASDAQ:DUOL) is the most popular global language learning app with 72.6m monthly active…
Patrick Drahi’s Altice lifts stake in BT to almost 25%
Patrick Drahi’s telecoms investment group has lifted its stake in BT to almost 25 per…
Cboe Global Markets: Buy And Hold With Two Layers Of Moat (BATS:CBOE)
Overview Cboe Global Markets (BATS:CBOE) is an exchange operator that has two core holdings, each…
TikTok reshapes ecommerce unit in bid to crack western markets
TikTok has restructured its ecommerce business in an effort to refocus on markets such as…
British American Tobacco Stock: Unwarranted Fear (NYSE:BTI)
Investment Thesis British American Tobacco (NYSE:BTI) has dropped another 16% since my last coverage in…
US pilots shun promotion to captain’s chair over quality-of-life concerns
Winning a lucrative promotion to captain might seem like an easy choice for an airline…
Fiverr Stock: Upside Potential Attractive Despite Risks (FVRR)
Investment thesis Fiverr International (NYSE:FVRR) is trading more than 90% below its all-time highs, and…