solarseven Investment thesis CS Disco (NYSE:LAW) is a legal tech company trying to reshape the huge legal services industry. For a few quarters since the middle of 2021, it seemed that the company has shifted […]
dam_point/iStock via Getty Images Investment Thesis Occidental Petroleum (NYSE:OXY) has started to ramp up its capital returns program. As we enter 2023, we should expect OXY to slow down its debt repayment program. I believe […]
Wirestock/iStock Editorial via Getty Images When I last wrote about LVMH Moët Hennessy – Louis Vuitton, Société Européenne (OTCPK:LVMUY) (“LVMH”), the disconnect between its fundamentals and its price stood out. Its price was down by […]
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