Introduction One of Bitcoin’s undeniable and frequently touted strengths is its decentralization. It’s often claimed that the Bitcoin network offers levels of decentralization, accessibility, and distribution unmatched by any other cryptocurrency. But just how decentralized is Bitcoin in reality? And how do we go about measuring its decentralization? Before delving into these questions, it’s crucial…
FG Trade A few weeks ago, we wrote an article about Nubank (NU), talking about the many distinct advantages that make that company such a compelling growth investment for the next decade-plus in Brazil and beyond. In the comments, many mentioned that they were also long StoneCo (NASDAQ:STNE), and so we thought we’d follow up…
Henrik5000 By Michael Barclay How does a high-rate environment affect dividend investing? Senior Portfolio Manager Mike Barclay explains how dividend-paying stocks may be affected by a higher interest rate environment and identifies areas of opportunity. Transcript During 2023, the higher rate environment was a source of competition for the equity income category. While it’s great…
Paul Panayiotou/Corbis Documentary via Getty Images We are hardly the first ones to point this out, but UK stocks are looking very cheap, especially when compared to current valuations in the United States. Still, when we look under the hood, we don’t particularly like what we see. There are a lot of stagnant financial companies,…
Robert Way MSNO can stage a tactical rebound if it defends the critical 18.5 Neckline Area One of the relatively lesser known companies within China that has vastly outperformed retail indices like the China Consumer CQQQ ETF is a mid-cap company named Miniso (NYSE:MNSO). The stock has risen nearly 150% earlier this year before a…
Tippapatt By Sergiy Lesyk & Robin Marshall The inflation shock of 2022-23 highlights the issue of performance of different asset classes, including equity factors, in different inflation regimes. Since the first Tips issuance in January 1997, there is a rich time series for short and longer run inflation expectations, using the breakevens between nominal and…
PM Images We all want our portfolio to perform well, but how? Detect losers and find winners with the dividend triangle. It’s an easy way to understand why stocks underperform and detect other risks in your portfolio, like dividend traps or potential dividend cutters. The dividend triangle also proves invaluable to find strong dividend growers…
Natali Stroganova/iStock via Getty Images Main Thesis & Background The purpose of this article is to evaluate the broader market and to determine where some value may be hiding out. This is not specific to just equities, but rather a focus on all corners of global markets to determine where it makes sense to branch…
kobzev3179 Part I – Introduction Vancouver-based gold miner B2Gold Corp. (NYSE:BTG) released its second-quarter 2023 results on August 2, 2023. Note: I have followed BTG quarterly since July 2019. This new article is a quarterly update of my article published on May 10, 2023. BTG owns three producing mines, one production mine in a 50/50…
This article aims to examine prominent crypto marketing agencies that have demonstrated reliability over the course of a decade. They have assisted numerous companies in achieving exponential growth from their inception. In the dynamic world of cryptocurrencies, tales of rapid traction still happen, yet not always. Cryptocurrency firms, once in the shadows, suddenly find themselves…
valentinrussanov Overview My recommendation for Sprout Social (NASDAQ:SPT) is a buy rating despite the weak share price action post-result. I think investors are focusing on the wrong headline metric (total customer count declining), as it is a matter of mix. As SPT continues to churn away non-core subs, I expect the financials and metrics to…
Seremin Zepp Health (NYSE:ZEPP) today is no longer the company it used to be. As Huami, it was heavily reliant on its strategic partner Xiaomi which in 2020 brought close to 70% of revenue. In just a couple of years, this has changed dramatically in favor of Zepp’s own brands which now constitute 60% of…