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Year: 2023

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Tidefall Capital Management Q4 2022 Letter

February 1, 2023 admin 0

Joe Ravi/iStock Editorial via Getty Images Q4 2022 2022Since Inception (Jan 21, 2020) Since Inception CAGR TIDEFALL (after fees) 31.0% 9.8% 186.1% 42.9% S&P (total return) 7.5% -18.1% 20.9% 6.7% TSX (total return) 6.0% -5.8% […]

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China Rebound – V-Shape? | Seeking Alpha

February 1, 2023 admin 0

Igor Kutyaev China’s activity gauges rebounded strongly in January. What are the implications for China’s growth outlook and EM asset prices? China Growth Outlook China’s rebound, which has boosted emerging markets (EM) asset prices, is […]

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Snap Q4 Earnings: The Company Has To Make Tough Choices (NYSE:SNAP)

February 1, 2023 admin 0

sefa ozel Investment Thesis Snap (NYSE:SNAP) results came in mostly as expected. There were no significant surprises. Even though investors were mighty hopeful, with the stock jumping more than 20% since the start of 2023. […]

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Microsoft's $625 Billion AI Flywheel

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Microsoft's $625 Billion AI Flywheel

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State Bank of India (SBKFF) Q3 2026 Earnings Call Transcript

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State Bank of India (SBKFF) Q3 2026 Earnings Call Transcript

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