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  • [ October 31, 2025 ] COWZ: A Contrarian's Bet On Cash Flow In A Market Obsessed With Growth Stock News
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Month: July 2022

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Wall Street Breakfast: What Moved Markets

July 23, 2022 admin 0

Stocks dropped on Friday to end a three-session winning streak after weak earnings reports from Snap (SNAP) and Verizon (VZ) offset a strong numbers from American Express (AXP). The weakness in the tech sector included […]

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Better Buy: MPLX’s 9.3% Yield Or Enterprise Products’ 7.4%

July 23, 2022 admin 0

adaask MPLX (NYSE:MPLX) and Enterprise Products Partners (NYSE:EPD) are both K1-issuing midstream MLPs with very stable cash-flowing business models. While MPLX’s yield is ~190 basis points greater than EPD’s, EPD boasts a higher credit rating, […]

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Weekly Indicators: Gas Prices Continue To Decline, Yield Curve Continues To Tighten

July 23, 2022 admin 0

G0d4ather Purpose I look at the high frequency weekly indicators because while they can be very noisy, they provide a good nowcast of the economy, and will telegraph the maintenance or change in the economy […]

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COWZ: A Contrarian's Bet On Cash Flow In A Market Obsessed With Growth

October 31, 2025 0

COWZ: A Contrarian's Bet On Cash Flow In A Market Obsessed With Growth

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Columbia Banking System, Inc. (COLB) Q3 2025 Earnings Call Transcript

October 31, 2025 0

Columbia Banking System, Inc. (COLB) Q3 2025 Earnings Call Transcript

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    COWZ: A Contrarian's Bet On Cash Flow In A Market Obsessed With Growth
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    Columbia Banking System, Inc. (COLB) Q3 2025 Earnings Call Transcript
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