Weekly Update (IAC/MGM, OCTV, HOH.V)
Healthcare’s relative performance to the S&P 500 is at a historic low. According to Bank of America, the sector’s relative forward P/E now sits at...
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Weekly Update (WDC, HOH.V, LBTYA, TXT)
WDC beat consensus on the top and bottom line and guided Q4 ahead of expectations. Revenue was $3.3B (+45% y/y), gross margin expanded to 50.5%...
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Weekly Update (TKMS, NATL, HOH.V)
Before I get into my regular update, I want to flag one chart that caught my eye. The chart below shows that margins have held in there in the...
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