Justin Sullivan The investment thesis The argument in this article is quite simple: Alphabet Inc. (NASDAQ:GOOG) (“Google”) is undervalued based on the Buffett 10x EBT (earnings before taxes) rule. It is selling at a valuation […]
Gentex Corporation (NASDAQ:GNTX) Q4 2022 Earnings Conference Call January 27, 2023 9:30 AM ET Company Participants Josh O’Berski – Director of Investor Relations Steve Downing – President & Chief Executive Officer Kevin Nash – Vice […]
Phiwath Jittamas By Jason W. Smith In a post-QE4 higher-mortgage-rate environment, we think construction of an Agency MBS allocation should focus on two major themes. In the aftermath of the large Federal Reserve bond-buying program […]
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