Marje Summary Flagship (TSX:MHC.UN:CA) reported Q4 2023 earnings on March 14, 2024. The results reflect the resilience and strong performance of the manufactured housing (“MH”) asset class. In addition to strong financial performance, MHC up-financed ~$25MM of expiring mortgages, raising proceeds of ~$55MM at 5.95% and a 10-year tenor in January. These proceeds were used…
Banner Corporation (NASDAQ:BANR) Q1 2024 Earnings Call Transcript April 18, 2024 11:00 AM ET Company Participants Mark Grescovich – President and CEORich Arnold – Head of IRJill Rice – CCORob Butterfield – CFO Conference Call Participants Andrew Liesch – Piper SandlerAndrew Terrell – Stephens, Inc.David Feaster – Raymond JamesKelly Motta – KBWTimothy Coffey – Janney…
imaginima Introduction Palantir (NYSE:PLTR) is building the foundational software of tomorrow that serves as the central operating system for enterprises. At its core, Palantir’s flagship platforms – Gotham, Foundry, and Apollo – integrate and optimize data, decisions, and operations at scale. A few months ago, Palantir launched its Artificial Intelligence Platform (AIP). In short, AIP…
sofirinaja/iStock via Getty Images Thesis For investors new to our work on Fairfax, please see ‘Fairfax Financial: Unappreciated Earnings Power’ for a more detailed look at the overall company. Below is our primary thesis on the company. We think investors are not appreciating the underlying earnings power of Fairfax because they are fixated on certain…
Hero Images Inc After the banking collapse occurred earlier this year, I immediately began searching for some attractive prospects. These are companies that have fallen significantly, that have shown signs of resilience during the drop, and that have not yet staged a full recovery from the decline. One interesting prospect in this space that found…