Q4 2024 saw high levels of volatility in the market, but many of our investments worked out as expected. Click here to read the full fund letter.
Money-supply growth rose year over year in November for the fourth month in a row, the first time this has happened since the four months ending in October of 2022.
EMX Royalty receives gold-equivalent ounce royalties from global mining operations. Learn why EMX stock is a Hold.
We believe broadening tariffs to progressively more products will hit U.S. consumers harder and could induce a significant ...
Black Bear Value Fund, LP (the “Fund”) returned -9.4% in December and -1.4% in 2024. Click here to read the full fund letter.
GitLab is a promising investment opportunity, with strong revenue growth, competitive positioning, and potential for profit ...
Read why Warren Buffett has been buying Occidental Petroleum (OXY) shares and why you should consider investing in the ...
Host Hotels' Q3'24 results were strong, with revenue growth and strategic share buybacks, despite challenges. See why HST ...
We warn of potential overvaluation and high capital expenditure needs for data center REIT Equinix, recommending a Sell ...
We see potential for Qualcomm in 2025 with Samsung partnership, but Apple's 5G modems could impact revenue. Read more on QCOM ...
Aalberts is navigating challenges in building and industrial sectors, focusing on the US market for growth, potential for ...
Cullinan offers promising oncology and autoimmune products, strong financials, and potential for growth, making it a ...