Microchip Remains in Turnaround Mode While Facing a Severe Inventory Correction
Microchip is highly leveraged after making several acquisitions a decade ago. As of September 2024, Microchip held $0.3 billion of cash versus $6.4 billion of debt. The company believes it has ...
We Think Prestige Is Small but Mighty, Boasting Leadership in Niche Categories
We believe Prestige is in fine financial health. At the end of fiscal 2024, the company had roughly $46 million in cash and equivalents with about $1.1 billion in long-term debt. Majority of debt was ...
Buy The Dip: Big Dividends Getting Way Too Cheap
Discover top high-quality, high-yield dividend stocks at a discount. Click for my top income picks in a macro environment ...
The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
The wealthiest 0.01% are firing active managers and indexing or making contrarian bets, $500B Neuberger Berman says. Here's what they're buying.
The idea that ultra-high-net-worth individuals are more concerned with wealth preservation than alpha generation isn't ...