Weekly Update (MRP, WDC, HON, LGFA)
Honeywell International (HON)Â announced its plan to spin off its Advanced Materials business on October 8, 2024. Subsequently, on February 6, 2025,...
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3 Catalysts on the Horizon for Airtel Africa
Airtel Africa has been a strong performer over the past 6 months. But that performance is justified given strong results and moderating currency...
286 Views
Weekly Update (SNRE, HHH, ANGI, MRP)
This week, IAC Inc (IAC) provided an update on its Angi Inc (ANGI) spin-off plans. Previously, IAC had suggested that it would spin off ANGI but...
367 Views
Weekly Update (FDX, FDXF, AAF)
Markets snapped back sharply this week after President Trump announced a two-week ceasefire with Iran, pausing a five-week conflict that had closed...
115 Views
[Alert] Sell Airtel Africa; Lock in 272% Gain
Airtel Africa is up 272% since I recommended it in 2022 and the thesis has largely played out. When I recommended the stock, it was trading at 7x...
116 Views