Evening Standard/Hulton Archive via Getty Images Investment thesis Our current investment thesis is: Marks and Spencer Group plc (OTCQX:MAKSF) (“M&S”) is a large UK retailer that managed to marginally grow despite competition struggles due to […]
Mario Tama Chevron Corporation (NYSE:CVX) is one of the largest crude oil companies with a $300 billion market capitalization. The company saw Berkshire Hathaway Inc. (BRK.A, BRK.B) acquire 167 million shares, worth ~$30 billion at […]
ipopba By Joseph V. Amato How an “optical illusion” might be making the S&P 500 look more expensive, and better-performing, than it really is. A couple of weeks ago, Erik Knutzen warned about the many […]
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