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News

News

ASML Stock: Semiconductor Cycle Is Near Bottom - Buy This Dip Aggressively (NASDAQ:ASML)

By Press Room
October 21, 2023
4 Mins read
News

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

By Press Room
October 21, 2023
5 Mins read
Money raining down on a young person. Anybody who is even remotely acquainted with financial markets knows that in the short run,…
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…
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