Primer: Walgreens Boots Alliance (WBA US) - Aug 2026
Walgreens Boots Alliance is in the midst of a significant strategic pivot, shifting from a traditional retail pharmacy model towards an...
97 Views
[Quiddity Index] S&P500/400/600 Sep25 Rebal: Two Possible Changes, But One Iffy
We expect IBKR and possibly APP to join the S&P500 in September. We expect two deletes. MSTR has moved to second place BUT it has issues which...
965 Views
Dow Jones Industrials (INDU) Index Rebalance: Amazon (AMZN) Replaces Walgreen Boots (WBA)
Amazon replaces Walgreen Boots in the Dow Jones Industrial Average at the close on 23 February following Walmart's stock split. There will be over...
826 Views
The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5
Zooming out first for a big picture perspective - helpful away from the news & chatter: Bears Make Headlines & Lose Money, Bulls Make Money! As...
436 Views
SaltLight Capital Management Q3 2022 Co-Investor Letter
SaltLight Capital Management started in 2015 and has grown tremendously, with assets under management doubling each year. Our investment process...
438 Views