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News

News

Bristol-Myers Squibb: Time To Get Greedy (NYSE:BMY)

By Press Room
October 21, 2023
5 Mins read
News

Merion Road Capital Q3 2023 Investor Letter

By Press Room
October 21, 2023
6 Mins read
Merion Road Small Cap Fund IWM (Russell 2000) Barclay Hedge Fund Index MRCM Long Only Large Cap SPY (S&P 500) Annualized Since…
News

CarGurus: Improvements At CarOffer Bode Well Stock (NASDAQ:CARG)

By Press Room
October 21, 2023
5 Mins read
Back in February, I place a “Buy” rating on CarGurus (NASDAQ:CARG), arguing that its results were being muddied by issues at CarOffer,…
News

DLocal Stock: Hypergrowth Leaves Room For Stock Appreciation (NASDAQ:DLO)

By Press Room
October 21, 2023
4 Mins read
DLocal Limited (NASDAQ:DLO) operates a payment processing platform that helps businesses in online payments globally. The company has achieved a remarkable amount…
News

U.S. IPO Weekly Recap: Big Launches And New Filings Keep The IPO Market Moving

By Press Room
October 21, 2023
3 Mins read
Both the calendar and the pipeline saw some movement this past week. Two large IPOs launched, one of which also priced, and…
News

Preformed Line Products: Reasonable Valuation Despite Potential Cyclicality (NASDAQ:PLPC)

By Press Room
October 21, 2023
8 Mins read
Preformed Line Products Company (NASDAQ:PLPC) has notable and well-covered tailwinds from U.S. infrastructure spending. For a business like Preformed Line Products (“PLP”)…
News

Disney: Too Much Guesswork Required (NYSE:DIS)

By Press Room
October 21, 2023
8 Mins read
Introduction Having published a Buy call on The Walt Disney Company (NYSE:DIS) in early June, with the stock then trading at around…
News

Bank OZK (OZK) Q3 2023 Earnings Call Transcript

By Press Room
October 20, 2023
31 Mins read
Bank OZK (NASDAQ:OZK) Q3 2023 Earnings Call Transcript October 20, 2023 11:00 AM ET Company Participants Jay Staley – Director of Investor…
News

FRP: Quarterly Growth, Benefits From Infrastructure Investment (NASDAQ:FRPH)

By Press Room
October 20, 2023
7 Mins read
FRP Holdings, Inc. (NASDAQ:FRPH) recently noted quarterly double-digit net sales growth, and indicated, with a lot of cash, a significant number of…
News

MGV: Fair Valuation, But There Is Significant Downside Risk

By Press Room
October 20, 2023
3 Mins read
ETF Overview Vanguard Mega Cap Value ETF (NYSEARCA:MGV) owns a portfolio of about 140 U.S. large-cap value stocks. It has a razor-thin…
News

Tesla: No Longer The King Of EVs (NASDAQ:TSLA)

By Press Room
October 20, 2023
7 Mins read
Tesla, Inc. (NASDAQ:TSLA) shares got slammed after the market digested the company’s Q3 2023 earnings call on October 18th, 2023. TSLA shares…
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