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Introduction Distribution Solutions Group’s (NASDAQ:DSGR) share price has remained largely stable since their Q2 earnings release, running in that low-to-mid-$30/share range, although between Q1 and Q2 earnings, prices have ranged…
If you are not new to Main Street Capital (NYSE:MAIN) or the BDC sector, please feel free to skip the first section of this article, as it was prepared with…
Investment Thesis We remain cautious on BYD, despite its continued growth in topline and bottom line in 2Q and its resilient margin. This is because industry conditions have further deteriorated…
Duluth Holdings’ (NASDAQ:DLTH) 2Q24 was not very surprising from a results perspective, but the markets liked the quarter, with the stock reaping almost 30% in the few days after the…
IHH Healthcare Berhad (OTCPK:IHHHF) [IHH:MK] stock is now assigned a Buy investment rating. IHH Healthcare’s 1H 2024 results beat expectations, and I see the company’s shares trading higher with multiple…
The state of the labor market has been the subject of fierce debate. A divergence among popular employment indicators has emerged, calling into question which indicator we should trust. Nonfarm…
Consumer sentiment rose for the first time in five months, according to the final August report for the Michigan Consumer Sentiment Index. The index rose 1.5 points (2.3%) from July’s…
I initiated a ‘Buy’ rating for Marvell Technology (NASDAQ:MRVL) in June 2024, based on the thesis of fast growth in AI revenues from optics and custom ASIC. Marvell announced their…
Yuki Watanabe used to spend 12 hours every day toiling away in the office. And that’s considered a short day. A typical 9-to-9 workday is the bare minimum. “The latest…
When British rock band Oasis announced a reunion tour this week there was a predictable frenzy for tickets to the 17 dates. Perhaps also predictably, there have been complaints and…