Braze Stock: Good Q2 Results, But Weaker Long-Term Thesis (NASDAQ:BRZE)
chaofann Braze (NASDAQ:BRZE) is a modern customer engagement platform competing with both big CRM players and, more critically, smaller SaaS players in the market for SMB customers. It shows some…
Turkish Airlines: Why The Stock Has Strong Upside Potential Despite Cost Pressures (TKHVY)
Boarding1Now/iStock Editorial via Getty Images Airline stocks don’t make for the best investments due to the volatility in the stock prices. Typically, this is due to capacity expansions exceeding demand…
Alcoa Corporation (AA) Presents at Jefferies Global Industrial Conference Call (Transcript)
Alcoa Corporation (NYSE:AA) Jefferies Global Industrial Conference Call September 5, 2024 1:20 PM ET Company Participants Molly Beerman – Executive Vice President and Chief Financial Officer Conference Call Participants Christopher…
Applied Therapeutics: Pushing Towards FDA Approval (NASDAQ:APLT)
koto_feja Today, we are putting Applied Therapeutics, Inc. (APLT) in the spotlight for the first time since our last article on this small-cap name in October of last year. We…
Valero Energy Corporation: A Stalling Bullish Trend (NYSE:VLO)
RunPhoto Valero Energy Corporation (NYSE:VLO) refines petroleum into oil products, including gasoline and distillate fuels. The company also refines agricultural products into ethanol and biofuel. VLO’s company profile states: VLO…
Healthcare Trust Preferreds: Internalization, Name Change, IPO (NASDAQ:HTIA)
pastorscott Healthcare Trust, Inc. (“HTI”) is an externally managed healthcare REIT with a portfolio of medical office buildings (“MOBs”) and senior housing operating properties (“SHOP”). The REIT has two outstanding…
CenterPoint Energy: The Hurricane Beryl Challenge (NYSE:CNP)
samuel howell/iStock via Getty Images Investment Thesis CenterPoint Energy, Inc. (NYSE:CNP) suffered significant operational, financial, and reputational damage from Hurricane Beryl in July 2024. Over 80% of CNP Texas customers…
Carlyle Secured Lending: Recent Pullback, Merger And Discount To NAV Makes Them A Buy
sankai Introduction Carlyle Secured Lending (NASDAQ:CGBD) is a business development company that has been one of my favorite smaller cap BDCs for a while. The stock has performed well in…
Birkenstock: Decelerating Growth And Inflated Valuations Do Not Mix Well (NYSE:BIRK)
BalkansCat We wrote an article shortly after Birkenstock Holding plc (NYSE:BIRK) went public where we shared our skepticism about the company’s valuation. There is no doubt that they own a…
SAS Weekly Forecast, August 23, 2024: Powell Catches Up To This Simulation
Douglas Rissing As explained in Prof. Robert Jarrow’s book, cited below, forward rates contain a risk premium above and beyond the market’s expectations for the 3-month forward rate. We document…