Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Vita Coco (NASDAQ: COCO) – Boilerplate Response, Major Supplier Bankruptcy and More Issues
March 27, 2025, 1:56 p.m.
Vita Coco (NASDAQ: COCO) – Structural Issues Amid Stalling Sales and Costco Contract Loss
March 26, 2025, 2:04 p.m.
Research report: Merchants Bancorp (NASDAQ: MBIN)
Oct. 17, 2024, 12:36 p.m.
Research report: ODDITY Tech Limited (NASDAQ: ODD)
May 21, 2024, 12:28 p.m.
Research note: Svenska Cellulosa AB SCA (SFB: SCA.B)
Feb. 20, 2024, 9:25 a.m.
Our response to Svenska Cellulosa AB SCA (SFB: SCA.B)
Jan. 26, 2024, 12:05 p.m.
Research report: Svenska Cellulosa AB SCA (SFB: SCA.B)
Jan. 25, 2024, 3:04 p.m.
Our response to SMA Solar (XETRA:S92)
Dec. 19, 2023, 7:46 a.m.
Research report: SMA Solar Technology AG (XETRA:S92)
Dec. 18, 2023, 11:02 a.m.
Research report: AerSale Corp. (NASDAQ: ASLE)
Nov. 16, 2023, 1:31 p.m.
Research report: Runway Growth Finance Corp. (NASDAQ: RWAY)
July 18, 2023, 2:30 p.m.
Research report: Walmart Inc. (NYSE: WMT) and Symbotic Inc. (NASDAQ: SYM)
June 29, 2023, 1:14 p.m.
Research report: Arbor Realty Trust, Inc. (NYSE: ABR)
March 14, 2023, 2:01 p.m.
Research report: Provident Bancorp. (NASDAQ: PVBC)
Nov. 17, 2022, 2:31 p.m.
Research report: BRP Group (NASDAQ: BRP)
Sept. 13, 2022, 2:20 p.m.
Research note – Sinch AB (SFB: SINCH)
Aug. 2, 2022, 12:42 p.m.
Research report: Sinch AB (SFB: SINCH)
July 11, 2022, 11:31 a.m.
Research report: Sono Group N.V. (NASDAQ: SEV)
March 22, 2022, 6 p.m.
Research report: Northern Data AG (XTRA: NB2)
March 3, 2022, 3:30 p.m.