shapecharge/E+ via Getty Images Logo (company website) Executive Summary Blue Owl Capital Corporation (NYSE:OBDC) emerges as a formidable force in the private credit and direct lending space, demonstrating remarkable growth and potential. The company is the largest publicly traded business development company, or BDC, by total assets ($12.9 billion) and is focused on senior secured…
Altayb Introduction It’s time to discuss a company I’ve never discussed before. That company is Prudential Financial, Inc. (NYSE:PRU). The company is a global financial services leader and a prominent active global investment manager, managing a substantial $1.4 trillion in assets as of December 31, 2022. Prudential Financial Its expansive operations extend across the United…
ntzolov/E+ via Getty Images Some commercial real estate lenders are currently in a state of flux as previously safe and stable property asset classes like offices and urban hotels get disrupted by the now entrenched post-pandemic working-from-home trend. Hence, TPG RE Finance Trust, Inc. (NYSE:TRTX) has experienced a significant level of earnings volatility despite a…
Userba011d64_201 Introduction Because I create my own investing strategies and techniques rather than adopting or mimicking the strategies of other investors I always like to begin my articles by reviewing the performance of any past coverage of a stock I have shared so readers have at least some performance data to reference. For many years…
alexali111/iStock via Getty Images The new dot plot The FOMC meeting held on December 13 was a significant event for the market. In particular, the new dot plot shows the potential investment opportunities in treasury bonds, as I will illustrate via the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) in the remainder of this article….
DS70/iStock via Getty Images Thesis Rex American (NYSE:REX) is an ethanol producer run by sound operators, having never lost money in the last decade despite volatile commodity cycles. This is in contrast to other publicly traded ethanol producers who have money-losing years frequently. REX is also one of the few ethanol producers that can take…
Love Employee At a Glance bluebird bio’s (NASDAQ:BLUE) recent FDA approval of Lyfgenia (lovo-cel), a development I’ve previously analyzed, marks a continued advancement in sickle cell disease [SCD] treatment. Notably, since my last analysis, the company has transitioned from seeking approval to facing the real-world challenges of commercialization. These include Lyfgenia’s high cost and black…
PM Images/DigitalVision via Getty Images Introduction If you’ve been invested in Bristol Myers Squibb Company (NYSE:BMY) over the past few years you’re probably not happy with your return. Pharmaceutical companies are considered controversial and can often lead to some big losses if you’re not careful. But on the other hand, they can also lead to…
bjdlzx Headwater Exploration Inc. (OTCPK:CDDRF) has announced that Neil Roszell, the CEO and Chairman, will now move into the Chairman’s position to become Executive Chairman. Jason Jaskela will become the new CEO. Another progression since the last article is the move to acquire acreage beyond the Clearwater Play. Management has done a lot more, as…
FuelCell Energy, Inc. (NASDAQ:FCEL) Q4 2023 Earnings Call Transcript December 19, 2023 10:00 AM ET Company Participants Tom Gelston – SVP, Finance & IR Jason Few – President and CEO Mike Bishop – EVP, CFO & Treasurer Tony Leo – EVP, CTO Conference Call Participants George Gianarikas – Canaccord Genuity Manav Gupta – UBS Financial…
Ark Restaurants Corp. (NASDAQ:ARKR) Q4 2023 Results Conference Call December 19, 2023 11:00 AM ET Company Participants Christopher Love – Secretary Michael Weinstein – Chairman and CEO Anthony Sirica – President and CFO Conference Call Participants Jeff Kaminski – JJK Consultants Operator Greetings, and welcome to Ark Restaurants Fourth Quarter and Fiscal Year Ended Results….
In the recent filing, the US SEC stated that they are still considering on whether these Ethereum ETFs should be listed. The United States Securities and Exchange Commission (SEC) has announced a delay in its decision on several Ethereum (ETH) exchange-traded funds (ETFs) until May 2024. As per regulatory filings on December 18, the SEC…
Kameleon007 Investors in leading alternative asset manager Blackstone Inc. (NYSE:BX) have continued to outperform the S&P 500 (SP500) over the past year, registering a 1Y total return of more than 73%. Despite that, BX remains well below its November 2021 highs at the $150 level, notwithstanding its stellar performance. BX has also significantly outperformed the…
The value proposition of RepubliK goes beyond mere token transfer as users can experience a full-blown social media content-sharing ecosystem that rivals what is on offer on Instagram and TikTok among others. SocialFi startup RepubliK has entered into a strategic partnership with The Open Network (TON) in a bold attempt to bring the dissimilar worlds…
Oracle Corporation Japan (OTCPK:OCLCF) Q2 2024 Results Conference Call December 19, 2023 2:30 AM ET Company Participants Yuki Nishio – Director, Investor Relations Krishna Kumar – SVP, JAPAC and CFO Conference Call Participants Mitsunobu Tsuruo – Citigroup Global Markets Japan Satoru Kikuchi – SMBC Securities Hiroto Segawa – Morgan Stanley [Call Starts Abruptly] Now I…
BlackRock has agreed to exclude in-kind creations and redemptions from its ETF application. The Bitcoin price has responded positively to this news. Of the many companies that have been pegged to secure a Bitcoin ETF approval in the United States, BlackRock seems to be the one with the best chance. From individual investors to the…
JHVEPhoto Historically speaking, I have not been a big fan of the automotive industry. I love certain markets that play to the industry like the automotive retail space, but when it comes to the actual production and sale of automobiles, I see a highly undesirable market. What you have is a relatively slow growing market…
One of the major factors behind the Injective price increase is the surge in trading volumes for INJ perpetual futures contracts which recently surpassed $25.5 billion in 24 hours. The price of crypto asset Injective (INJ) has seen an impressive explosion in 2023, surging almost 3000% in the process. The rapid price rise has also…
We Are/DigitalVision via Getty Images Investment Action I recommended a buy rating for Rogers Communications (TSX:RCI.B:CA) when I wrote about it the last time, as I expected valuation to improve as RCI EBITDA grows and it de-levers its balance sheet. Based on my current outlook and analysis of RCI, I recommend a buy rating. RCI’s…
Bitcoin Maxis are patting themselves on the back after the launch of the Taproot Assets protocol for Bitcoin and Lightning. And they’re quite right to do so. Lightning Labs mainnet Alpha launch last month was big news. Up till now Ethereum and Tron dominated smart contracts. Now with this latest protocol Bitcoin is poised to…
chuckcollier As recently as early November, I concluded that I was slowly opening the door for Masonite International Corporation (NYSE:DOOR). The company was facing a tougher 2023 amidst the impact of higher interest rates on the housing market, with the company resorting to price hikes and M&A efforts to grow sales and earnings (at the…
Aside from the Chiliz Chain which attracted many people to the SportFi sector, the company said its Chiliz Labs Incubator and Accelerator Program also contributed to the sector’s growth this year. Chiliz, a crypto firm that provides infrastructure solutions for sports and entertainment companies, experienced a monumental year for SportFi and Fan Tokens, propelling the…
Justin Sullivan Investment thesis My previous bullish thesis about Disney (NYSE:DIS) from September aged well, as the stock outperformed the broader U.S. market by a wide margin over the last quarter. The company’s fundamentals are improving as the management executes Bob Iger’s transformation plan, which has already positively affected financial performance. The near-term outlook is…
With November’s finalized Eurozone Consumer Price Index (CPI) settled at 2.4%, the Core CPI (excluding energy, food, alcohol, and tobacco) stood at 3.6%. In November 2023, prices across a diverse range of goods and services in the Eurozone area experienced a notable decline compared to October. According to new data published by Eurostat, the statistical…
JuSun Investment Thesis There are multiple ETFs that aim to achieve consistent returns while offering low volatility. Invesco’s S&P 500 Low Volatility ETF (NYSEARCA:SPLV) is one popular fund that works to achieve this objective. While SPLV has both strong holdings and demonstrates low volatility, there is another low volatility ETF that is more attractive for…
Lisk decided to leverage the Ethereum network after finding out that more 90% of user transaction fees on L1 platforms were Ethereum-based. Lisk (LISK), the open-source blockchain network and platform for decentralized applications (dApp), has announced it has decided to join the Ethereum ecosystem as a layer 2 (L2) platform. According to an official blog post, Lisk is…
JHVEPhoto Investment Thesis Westinghouse Air Brake Technologies’ (NYSE:WAB) growth should benefit from the strong underlying demand, healthy backlog levels, and the recent $2bn plus MOU with Kazakhstan’s national railway company. Moreover, the continued need of customers for more reliable, productive, and efficient locomotives and megatrends like urbanization and decarbonization should drive the longer-term demand. Further,…
December 19, 2023 – NitroBetting.eu, a prominent Bitcoin-exclusive sportsbook, just released the first-of-their-kind Bitcoin Spot ETF betting lines. The new prediction market is focused on the SEC’s potential Spot ETF approval date, as well as speculation on which ETF sponsor will be the first to receive approval. According to the published odds, the market thinks…
PM Images MPLX LP (NYSE:MPLX) continues to reward its unitholders by growing its distribution. Most investors look toward energy infrastructure companies to generate income rather than investing in a big tech company for capital appreciation. I have been bullish on master limited partnerships [MLP] focused on pipelines for years as I have believed this asset…
Blast’s growth in TVL is indicative of most institutional investors’ bullish stance for Ethereum and the DeFi market. In a breakthrough moment for Layer 2 (L2) scaling solution, Blast Network, a new record has been set, surpassing a Total Value Locked (TVL) of over $900 million. Data from DefiLlama, a leading authority in monitoring and…
gorodenkoff When analyzing Bitcoin miners, I like to look at the mix of the miner’s synergetic optimization, which includes hash rate optimization, energy efficiency, cooling efficiency (if the data is available), and software and firmware optimization and utilization. Beyond synergetic optimization, I think it is also important to look at the miner’s strategic planning which…
Despite the fervor in memecoin trading, some trading firms suggest that recent market movements do not indicate an imminent correction in the short term. Earlier today, the world’s largest cryptocurrency Bitcoin (BTC) gained an additional 5% taking its price past $43,000 levels. The recent price surge comes as BlackRock, WisdomTree, and others submit their updated…
Stocktrek/DigitalVision via Getty Images Listen above or on the go on Apple Podcasts and Spotify U.S. forms naval taskforce to protect ships in Red Sea (1:32) Google to pay $700 million to settle Play Store lawsuit (2:30) and Japanese takeover of iconic U.S. Steel sees bipartisan opposition (3:42). This is an abridged transcript of the…
“I think Bitcoin is going to go into the stratosphere,” Saylor commented when asked about Bitcoin’s 56% value surge since October. During a recent interview with CNBC, Michael Saylor, the Executive Chairman and co-founder of MicroStrategy Inc (NASDAQ: MSTR), expressed his unwavering confidence in Bitcoin’s (BTC) long-term path. He highlighted certain fundamental aspects that will…
Yuri_Arcurs Boot Barn (NYSE:BOOT) sells footwear, apparel, and accessories such as boots, shirts, jackets, and hats. The company’s offering is themed with a western style. Boot Barn continues to drive topline growth through new store openings and a focus on growing exclusive brands. The strategy seems to have worked very well in recent years, as…
Today, the Human Rights Foundation (HRF) announced its most recent round of Bitcoin Development Fund grants, per a press release sent to Bitcoin Magazine. The money is being granted to 18 projects focusing on global education, Bitcoin Core development, mining decentralization, and allowing developers in closed societies to participate and present at industry conferences. This announcement…
Sundry Photography U.S. Bancorp’s (NYSE:USB) shares have soared more than 40% since November, in part because the Federal Reserve announced that it would end its tightening policy next year. The end of the Federal Reserve’s tightening policy is set to further pressure U.S. Bancorp’s net interest margin, although its loan operations may benefit from a…
The court order goes beyond financial penalties. It requires Binance and CZ to make certifications regarding the existence, application, and effectiveness of Binance’s enhanced compliance controls. The US Commodity Futures Trading Commission (CFTC) made a significant announcement, confirming that the US District Court for the Northern District of Illinois has approved the previously disclosed settlement…
MF3d Talking technology, this year’s stock market performance has largely been determined by the Fed adopting a more dovish stance and the ChatGPT phenomenon with AI-enabling chip maker Nvidia (NVDA) shining as charted in orange. Bitcoin (BTC-USD) also delivered triple-digit gains, but, tellingly, HIVE Digital Technologies (NASDAQ:HIVE) which provides exposure to both the Bitcoin mining…
7RCC’s crypto ETF differs from those of other similar products. 80% of it will consist of Bitcoin, while the rest will hold carbon credits futures Crypto asset management firm 7RCC might be the latest in a long list of firms seeking a spot Bitcoin exchange-traded fund (ETF) approval. This follows after the ESG-focused firm recently…
Phynart Studio/E+ via Getty Images Investment Thesis In recent months, Quipt Home Medical (NASDAQ:QIPT) has continued its impressive journey of growth and strategic expansion. The company has remained focused on its mission of becoming a leading provider in the home medical equipment sector, leveraging both organic and inorganic growth strategies. This commitment is evident in…
Michael Burrell/iStock via Getty Images Stock Snapshot With cold season here in many parts of the world, many of us are going through many boxes of Kleenex tissues lately. In that light, today’s research note covers the parent company of that brand, Kimberly-Clark (NYSE:KMB). Some quick facts about this Dallas Texas-based company are that they…
With the new law set to take effect next year, Revolut has temporarily paused its crypto services to ensure compliance with these new requirements. Revolut, a prominent financial technology company providing online banking services, has temporarily suspended crypto services for customers in the United Kingdom. Starting January 3, 2024, digital asset traders in the region…
gilaxia Investment Rundown Slight top and bottom line expansions were the tunes that were played during the last earnings report by Climb Global Solutions, Inc. (NASDAQ:CLMB). The company is still quite small in size boasting a market cap of just over $200 million right now. Growth for the stock price has been impressive this year…
Many of the required revisions and adjustments are being carried out urgently by most companies, fueled by rumors that there may be a possible approval in January. BlackRock is making a strategic move in its plans for a bitcoin exchange-traded fund (ETF) by revising its approach to overcome regulatory obstacles. The asset management giant has…
tiero W. P. Carey (NYSE:WPC) has rebounded strongly from the lows as it moved past its drastic exit from office real estate assets and also benefited from increased hopes for declines in interest rates. While many income investors seem unhappy with the dividend reduction association with the office spinoff, I am instead eyeing the multiple…
Jonathan Goldsmith’s recent promotion of Bitwise coincides with the asset manager’s pending Bitcoin ETF application with the United States Securities and Exchange Commission. The broader crypto community has been eagerly awaiting the launch of a spot Bitcoin ETF and the SEC approval is very likely in early January 2024. A step further, the Bitwise Asset…
Dilok Klaisataporn Investment Thesis WhiteHorse Finance (NASDAQ:WHF) is an American business development company headquartered in Miami, Florida. In this thesis, I will discuss its dividend yield at the current price level and its dividend payout consistency. I will also be analyzing its third-quarter results and its future growth prospects, along with its valuation. I think…
With the mass adoption of digital assets in the United States, notable presidential candidates have shown support for the blockchain and crypto asset industries. The crypto market has faced immense regulatory scrutiny from the current US government led by President Joe Biden. The lack of a clear crypto regulatory framework has left significant room for…
Justin Sullivan/Getty Images News My thesis and article update Two months ago, I conducted an in-depth analysis of Lululemon’s (NASDAQ:LULU) growth, business, and valuation. Since then, the stock has surged by 18%, attributed to the November-December market rally. Upon reflection, I believe my initial valuation may have been overly optimistic. In the forthcoming article, I…