Weekly Update (LION, STRZ, GTX, LBTYA, WDC)
S&P Global (SPGI) announced on April 29, 2025, its intention to spin off its Mobility division into a standalone publicly traded company.
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Weekly Update (AMS, LION, Tariffs)
This week the only thing that mattered was tariffs. In my recommendation update section, I will provide some commentary on which recommendations...
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Weekly Update (SNDK, LBTYA, MRP, HHH, GTX)
I want to use my introduction to provide some comments on Howard Hughes (HHH). Bill Ackman’s Pershing Square Capital Management has disclosed a new...
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GTX: Turbo Thru the Trough
The surprise in the results was the trading activity that occurred the night prior to third quarter numbers. We believe that trading activity could...
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GTX: Previewing for Free Cash Flow
Q3 is not expected to show much change from the second quarter as automakers adjusted their competitive strategies. Q3 is seasonally a slow period...
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