Financials

Charles Schwab: Mr. Market Says Actions Speak Louder Than Words (Archive)

Waiting for Schwab to prove cheaper funding before renewed alpha potential.

Brookfield Asset Management Is In My Top 3 Alt Asset Managers For 2024 (Archive)

Brookfield is poised for accelerated, high-quality growth and alpha versus the S&P 500.

Block: Can Management Execute On A Good Plan? (Archive)

Waiting for proof of execution before buying into Block’s ambitious workforce reset.

PayPal: Too Many Issues To Reckon With (Archive)

PayPal’s growth and margins look fragile, making today’s cheap valuation a value trap risk.

Berkshire Hathaway: Do As Buffett Says Not As He Does (Archive)

Berkshire now looks fairly valued but faces worsening cash flows and looming underperformance.

Why Ares Capital Is Likely To Underperform The BDC Sector (Archive)

Defensive positioning and floating-rate exposure make Ares Capital poorly placed for easing rates tailwinds.

Ares Capital: It's Tough To Justify A Buy (Archive)

Fading rate tailwinds, sector headwinds and limited valuation cushion make ARCC difficult to buy.