Browsing: US Market

(Re-published with permission)Value investors often seek out the proverbial best house in a bad neighborhood when investing in cyclical companies.…

“I’ve always believed analysts need to be a little creative when they think about companies they should present on a…

[Excerpts from a Letter to Investors published May 13, 2025]Some thoughts on a busy few months in the market.Where We…

The momentous, even epochal, announcement made by 94-year old GOAT investor and businessman Warren Buffett in the last five minutes…

Adapted from an email sent to Investors back in June of 2022For all investors, market volatility can create challenging times…

(Re-published with permission)In a market where high-flying technology companies tend to get the lion’s share of attention, a seemingly stodgy,…

Eaton (NYSE: ETN) held its Investor Day on March 11, 2025, where it reiterated guidance for 2025 and shared its five-year financial…

To paraphrase the Florida Keys’ own Ernest Hemingway, big shifts in the stock market often occur “gradually, then suddenly.” Following…