Jacobs Stock Photography Ltd Antero Resources (NYSE:AR) was one of the few Marcellus producers to be able to transport its production to stronger markets. This has long led the company to get some of the best prices for its production. As a result of this industry-leading strategy, management is increasing its guidance on some premiums…
baona On 10th Aug 2023, Tapestry, Inc. (TPR) and Capri Holdings Limited (NYSE:CPRI) announced that they had reached a definitive agreement under which Tapestry would acquire Capri, providing Capri shareholders with $57 per share, a 65% premium to the prior closing at the time, and valuing the company at $8.5bn on an enterprise value basis….
Mark Wilson Investment Thesis Federal National Mortgage Association (OTCQB:FNMA) is a government-sponsored enterprise that provides financing for mortgages in the US. Its stock is up by about 271% outpacing the S&P 500 by a margin of about 239%. Seeking Alpha From a technical standpoint, I am bullish on this stock because it just rebounded on…
“It is in the nature of a system of government control of business to aim at the utmost centralization…In voting for government control of business the voters implicitly, although unwittingly, are voting for more centralization.” – Ludwig Von Mises One of the most underestimated threats that modern society faces is the ever tightening grip of…
Jean-Luc Ichard/iStock Editorial via Getty Images Capgemini (OTCPK:CAPMF)(OTCPK:CGEMY) is a tech consulting company whose feature is a pretty big European, specifically French focus, and not so much a US-focused company. Things have decelerated, as we assumed in our last coverage. The company was prepared for that and responded aptly in its operational policies, and now…
Alex Wong/Getty Images News The Fed has tried to push back against rate cut expectations. Still, with financial conditions easing and inflation swaps pricing in higher inflation rates coming, the Fed needs to take back control of what is happening, specifically in the equity market, where it seems like a casino-like mentality has officially taken…
Michael M. Santiago/Getty Images News The oddities in the market continue to rise with each passing day. The longer a trend remains in place, the more people will inevitably conclude that this is the state of things forever. Rather than just do the usual critique of the “bubble du jour”, we will actually give you…
Natee127 Similarweb (NYSE:SMWB) has always been a company we liked. Even for investor intelligence, its tools have been useful, and over the years they’ve been improving their product and perfecting their monetisation scheme. The key strategic considerations are to have a lot of action at the top of the funnel, and then effectively upsell customers…
Jay Yuno/iStock via Getty Images Investment Thesis Ituran Location and Control (NASDAQ:ITRN) deals with providing telematic services, mainly consisting of stolen vehicle recovery (SVR) and tracking services. The company has recently reported record-break growth levels and I believe it can sustain its performance as a result of healthy demand dynamics and its continued expansions. About…
Both parties failed to reach an agreement on the safe return of the stolen assets despite Kyber offering the hacker 10% of the funds, which amounted to $4.3 million. The hacker behind the $46 million exploit on KyberSwap, a decentralized exchange that allows users to send and receive different cryptocurrencies, issued an ultimatum for the…
skynesher/E+ via Getty Images Investment Thesis Cars.com (NYSE:CARS) had a strong run post-COVID as improving car inventory levels and vehicle sales lead to an improvement in dealer spends. In addition, the company has done well in growing its value added services upselling/ cross selling to the dealers which drove about 50% growth within the average…
This article is featured in Bitcoin Magazine’s “The Withdrawal Issue”. Click here to subscribe now. A PDF pamphlet of this article is available for download. Self custody is an essential requirement when using Bitcoin to fully benefit from all the properties that make Bitcoin valuable in the first place. To be able to truly transact…
MartinPrescott/iStock via Getty Images Resideo Technologies Looks To Move Sideways For Now I have been discussing Resideo Technologies (NYSE:REZI) in the past, and you can read the latest article here. Lower residential new construction activity will hurt Resideo’s growth prospect in 2023. As demand slowdown hits its outlook, it plans to focus on specific product…
Lemon_tm/iStock via Getty Images An important change has unfolded in the global gold market. The East has been driving up the gold price, predominantly in late 2022 and the first months of 2023, breaking the West’s long-standing pricing power. Gold bazaar in Turkey. Pricing power in the gold market has recently shifted to the East….
Lintao Zhang China is in trouble, and it seems that Beijing is running out of options on how to fix the structural problems of its economy which is already on the brink of a deflation. Add to all of this the fact that the foreign capital continues to leave the country en masse and it…