Weekly Update (MSGS, MEDXF, REZI)
Analysts almost always start high and walk it down. Since 2001, consensus S&P 500 calendar-year EPS estimates have drifted about 4.0% lower over...
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Weekly Update (REZI, LBTYA, KBR)
Next week, Resideo Technologies (REZI) will spin off its distribution arm, ADI Global Distribution, Inc. (ADIG). with regular-way trading set to...
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Weekly Update (ADIG, CMCSA, LBTYA)
Liberty reported Q2 2026 on July 24 and the stock fell about 6%. The drop wasn’t about the value-unlock thesis, which advanced on nearly every...
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Weekly Update (REZI, ADIG, WDC)
This month, the momentum factor has had a sharp and historic reversal. AI beneficiaries like Western Digital (WDC) got caught in the...
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Weekly Update (MGM, REZI, APLD)
While I do not own MGM and am not formally recommending the stock, it is an important company to analyze given that IAC Inc. is a core holding...
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