Investors are trained to obsess over earnings. Beats and misses dominate headlines, drive short-term price moves, and anchor most conversations around stocks. That framework worked when liquidity was ...

Contends Driven Brands is Undervalued by the Public Markets due to Structural, Capital Allocation, and Governance Failures ...

In an increasingly fragmented and complex global economy, the traditional approach of capital allocation—dividing assets across equities, bonds and alternatives—is no longer sufficient to meet the ...

I'm upgrading InMode to Buy due to improved capital allocation, including significant share buybacks and the potential for record dividends. Despite a 20% revenue decline in 2024, InMode remains a ...

When I first moved into franchising after years in Fortune 100 and private equity-backed companies, I had to shift my perspective. I was used to looking at big, complex organizations, but in ...

PepsiCo's poor performance in recent years is a direct result of the company's M&A activities. The stock serves as a good example of why investors should be critical when evaluating long-term capital ...