International Seaways Q2 2024 Earnings: Seasonality At Play, Mixed Outlook Ahead

Seadrill Q2 2024: Mixed Results, Exacerbated By A Lowered Guidance, Reiterate Buy

Grab 2Q24 Earnings: Robust Sequential Growth, But Conservative Guidance

Tidewater Q2 2024 Earnings: Headwinds Are Temporary, But Outlook Remains Robust

Scorpio Tankers Q2 2024 Earnings: Supportive Market Fundamentals And A Stronger Balance Sheet

Charter Communications Q2 2024 Earnings: The Bull Thesis Remains Unchanged

Seadrill: Re-Contracting At Higher Dayrates Will Drive The Stock Price

Tidewater: Robust Demand, Supply Constraints, And Conservative Consensus Estimates

T-Mobile: Solid 1Q24 Results, But The Market Is Too Optimistic

Scorpio Tankers: Skyrocketing Rates, Lower Cash Breakeven, Shares Trading Below NAV

Coupang Q4 2023 Earnings: Healthy Top-Line Growth, Intensifying Competition, A Big Question On The Recent Acquisition

International Seaways: Robust Market Fundamentals, Reasonable Valuations

Sea Limited: Q4 2023 Earnings, Accelerating Growth And Better Unit Economics, Maintain Buy

Grab Q4 2023 Earnings: Inching Towards Profitability, Modest Growth Guidance

Charter Q4'23 Earnings: Net Broadband Losses, Robust Mobile Net Adds, 8% FCF Yield

Verizon Q4 2023 Earnings: Robust Net Adds, Room For Deleveraging, 10.5% FCF Yield

MercadoLibre: A Solid Company With A Long Runway For Growth

Grab: Market Leader In Southeast Asia, Narrowing Losses, But Shares Remain Risky

Sea Limited: Q3 2023 Earnings, Shopee's Return To Loss, But Still A Buy

Verizon: Q3 2023 Earnings, Improved FCF Outlook, And Strengthening Balance Sheet

Coupang: A Leading E-Commerce Player With Expanding TAM And Improving Profitability

Verizon: 8% Yield, Dividend Is Not At Risk

Sea Limited: Q2 Earnings, Not As Bad As It Looks, A Buying Opportunity

Charter Communications: Net Adds Should Pick Up, Valuation Is Attractive

Sea Limited: Attractive Entry Point With Margin Of Safety