Drazen_ TriplePoint Venture Growth (NYSE:TPVG) is the only BDC I have owned in the last five years, having increased my position during the pandemic selloff when the fund fell to an incredible discount to NAV; […]
Leila Melhado Investment Thesis MercadoLibre (NASDAQ:MELI) consists of various business segments, primarily its FinTech arm, Mercado Pago, e-commerce platform, MercadoLibre, its own logistic provider, Mercado Envios, and numerous more. However, I attempt to dive deeper […]
Chainarong Prasertthai/iStock via Getty Images Investment thesis There is a 0.94 correlation between Boise Cascade Company (NYSE:BCC) revenue and the US Housing Starts. I would expect BCC to be a cyclical company. Any analysis and […]
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