Episode #534: Michael Melissinos – Mastering the Art of Trend-Following – Meb Faber Research
Guests: Michael Melissinos is the founder of Melissinos Trading, an investment firm that employs a systematic trend-following approach. Recorded:...
Stock Reports
EXG: Solid CEF Offering Global Exposure And Monthly Dividend
This article was written byFollowFinancial analyst by day and a seasoned investor by passion, I've been involved in the world...
Episode #535: KraneShares’ Brendan Ahern on China’s Economic Landscape: Is It Still Investable? – Meb Faber Research
Guests: Brendan Ahern is the Chief Investment Officer at KraneShares, which provides investors access to China, Climate, and other...
Chatham Lodging Trust: The 8% Preferred Shares Are In Bargain Territory Again (NYSE:CLDT)
This article was written byFollowThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon....
What If You Owned No US Stocks? – Meb Faber Research
“I view diversification not only as a survival strategy but as an aggressive strategy because the next windfall might come...
LandBridge Stock: A Serious Long-Term Investment (NYSE:LB)
This article was written byFollowMr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on...
My Conversation with Bank of America’s Savita Subramanian – Meb Faber Research
Savita Subramanian came on the podcast last week and did not disappoint! Savita is the Head of US Equity Strategy...
Imperial Oil Limited (IMO) Q4 2024 Earnings Call Transcript
Imperial Oil Limited (NYSE:IMO) Q4 2024 Earnings Conference Call January 31, 2025 11:00 AM ET Company Participants Peter Shaw -...
Alibaba Stock’s DeepSeek Moment – There’s Alpha Here (NYSE:BABA)
This article was written byFollowFinancial journalist. Passed CFA Level 1. Seeking value and dividend growth opportunities, and sharing what I...
Nokia Oyj (NOK) Q4 2024 Earnings Conference Call Transcript
Nokia Oyj (NYSE:NOK) Q4 2024 Earnings Conference Call January 30, 2025 4:30 AM ET Company Participants David Mulholland - Head...
Homebuilders Are Drastically Mispriced Given Growth Outlook
There is a huge disconnect between Wall Street homebuilder estimates and where these stocks trade. If the analysts are anywhere...
Baron International Growth Fund Q4 2024 Shareholder Letter (BINIX)
alexsl/iStock via Getty Images Dear International Growth Fund Shareholder: Baron International Growth Fund (MUTF:BINIX, the Fund) declined 5.90% (Institutional Shares)...
Lockheed Martin Corporation (LMT) Q4 2024 Earnings Call Transcript
Lockheed Martin Corporation. (NYSE:LMT) Q4 2024 Earnings Conference Call January 28, 2025 11:00 AM ET Company Participants Maria Ricciardone -...
UiPath Stock: The Value Keeps Getting Better As This Company Builds AI Agents (NYSE:PATH)
This article was written byFollowWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and...
Weekly Japanese Government Bond And Yen Simulation, January 24, 2025
This article was written byFollowDr. Donald R. van Deventer has been in the risk management business since completing his Ph.D....
