Justin Paget Investment Thesis Corteva (NYSE:CTVA) was spun off from DuPont (DD) in 2019 and the company has been performing well. Its share price has increased by over 120%, significantly outpacing the S&P 500 index […]
Altayb Thesis Western Asset Emerging Markets Debt Fund (NYSE:EMD) is a fixed income CEF. The fund focuses on EM debt, both sovereign and corporate. The fund mostly invests in USD bonds from those issuers, hence […]
Arkadij Schell/iStock Editorial via Getty Images Introduction We review our investment case on Pernod Ricard SA (OTCPK:PRNDY) (referred here as “PR”) ahead of its H1 FY23 results release on February 16. We upgraded our rating […]
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