Listen below or on the go on Apple Podcasts and Spotify Paramount (PARA) (PARAA) talking with potential partners to merge streaming – CNBC, report of interest from media mogul Barry Diller/IAC. (00:29) U.S. judge halts Biden administration pause on LNG export licenses. (01:44) Conn’s (CONN) may file for Chapter 11…

Listen below or on the go on Apple Podcasts and Spotify BlackRock (BLK) to buy data provider Preqin in $3.2B deal. (00:24) Boeing (BA) agrees to Spirit AeroSystems (SPR) takeover for $37.25 a share. (01:05) EU to charge Meta over ‘pay or consent’ model – report. (02:04) This is an…

FNDC strategy Schwab Fundamental International Small Equity ETF (NYSEARCA:FNDC) started investing operations on 08/15/2013 and tracks the RAFI Fundamental High Liquidity Developed ex US Small Index. As of writing, it has 2017 holdings (including cash in various currencies), a 30-day SEC yield of 2.32% and a total expense ratio of…

Consumer Staples stocks have quietly produced gains so far this quarter, nearly keeping pace with the tech-dominated S&P 500. While there has been an uptick just recently in Consumer Discretionary stocks, namely a fresh high in shares of Amazon (AMZN), many blue-chip Staples continue to trade at premium valuation multiples…

Intro Waldencast plc (NASDAQ:WALD) (incorporated in 2020) is a provider of independent brands in the beauty & wellness industry. It provides the ‘Milk Makeup’ & ‘Obagi’ brands which are tailored to a host of clientele in the makeup & skincare categories. Both brands underwent a successful business combination with Waldencast…

Investment Thesis BlackBerry’s (NYSE:BB) stock jumps 8% premarket on the back of its fiscal Q1 2024 report. And yet, I remain bearish on this stock. I contend that this cheer from investors is little more than a relief rally that its earnings results weren’t worse. Essentially, I argue that this…

We recently noticed that Moncler’s stock price (OTCPK:MONRF) has underperformed the market (Fig 1), and this was due to a few sell-side analysts who started cutting the company’s target price. The group has strong market positions in outerwear and a top-performing team that has successfully implemented product diversification to reduce…

Investment thesis We have covered the stock before and in this report, we present a detailed analysis of the electric vehicle market situation in three key markets for Tesla (NASDAQ:TSLA): the United States, China, and Europe. In the U.S., in addition to the age-old reason of a lack of public…

With Apple (AAPL) appearing to announce an exit from the Buy Now, Pay Later space, Affirm (NASDAQ:AFRM) is looking like an increasingly attractive bet. The company has posted torrid top-line growth along with rapidly improving operating margins. The company has a net cash balance sheet and the Affirm Card is…

Investment Thesis Global freight rates continue to incur volatility and have stretched back towards 2022 highs. The containerized freight index shown in Figure 1, has lifted to 3,379 points from a range of 1,000 leading into the year. The last time this occurred in 2022, those in the air freight…