Igor Alecsander/E+ via Getty Images The Q1 earnings season is roughly two weeks away, and many producers have reported their year-end 2023 results and preliminary Q1 results. One of the most recent companies to report its Q1 operational results was Jaguar Mining (OTCQX:JAGGF) and, true to form, it was another massive disappointment. Not only did…
Art Wager/E+ via Getty Images Camden Property Trust (NYSE:CPT), although a solid REIT with a strong human moat, a good debt outlook, and a strong portfolio, is probably headed into years of underperformance caused by oversupply in its primary markets. A REIT Of Sunbelt Apartments CPT is an S&P 500 REIT whose primary focus is…
Bjoern Wylezich/iStock via Getty Images Thesis To kick off 2024 I decided to take a look at the energy markets from a different perspective. The market doesn’t always get things right, so I took a look at the worst performers over the course of 2023. I screened both American and Canadian energy companies with a…
ProArtWork/E+ via Getty Images Introduction Adyen (OTCPK:ADYEY) has been on my watchlist for a couple of years now, but I’ve never really looked into the company for one reason and one reason only: overvaluation. The stock has always traded at a large premium which is why I avoided it entirely. However, due to recent events,…
Despite challenging market conditions, BitGo secures massive funding as it successfully navigates through the uncertainties in crypto regulations. On Wednesday, August 16, crypto custodian BitGo announced its plans to raise $100 million at a staggering valuation of $1.75 billion. The company said that it will use these funds for strategic acquisitions as well as to…
Kobus Louw Thesis This article delves into Affiliated Managers Group, Inc.’s (NYSE:AMG) Q2 2023 earnings that showcased a combination of strengths and challenges, evaluates its performance against market trends, explores its valuation, identifies potential risks and headwinds, and ultimately suggests a cautious “hold” rating for investors. Company Overview Affiliated Managers Group, Inc., a well-established investment…