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Year: 2023

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TransUnion: Good Long-Term Business, Not Undervalued Right Now (NYSE:TRU)

January 26, 2023 admin 0

i_frontier/iStock via Getty Images TransUnion (NYSE:TRU) is one of the big three credit reporting agencies in the world. It has an oligopoly status along with its main competitors, Equifax (EFX) and Experian (OTCQX:EXPGF). They have […]

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Emerging-Market Equities: Can The Bounce Be Sustained?

January 26, 2023 admin 0

tum3123 By Sammy Suzuki, CFA, Sergey Davalchenko, and Stuart Rae It’s been a long, hard slog for emerging-market (EM) equities. Since peaking in late 2010, EM stocks have underperformed global developed equities amid a confluence […]

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Alibaba: Underwater For 1 Year And 2023 Reflections (NYSE:BABA)

January 26, 2023 admin 0

Parradee Kietsirikul/iStock via Getty Images Thesis As a long-time investor, I learned this key lesson (and am still relearning it over and again). Making a profit for the wrong reason (being lucky is a typical […]

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BlackRock Multi-Asset Income Fund Q4 2025 Commentary

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BlackRock Multi-Asset Income Fund Q4 2025 Commentary

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Microsoft's $625 Billion AI Flywheel

February 8, 2026 0

Microsoft's $625 Billion AI Flywheel

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