1. It is a complete embarrassment that Netflix executives won’t take calls directly from investors and instead play the shield through an analyst game. It
Source: MIDiA Research Forget peak Netflix, this is the attention recession by Mark Mulligan Netflix’s Q1 2022 results caused a stir, with subscriber numbers down
Our guest on the show this week was Casey Hoyt, the CEO of Viemed Healthcare (Ticker: VMD). Viemed is a $196 million market cap company
What do investors really need in regard to climate disclosure? This is a reasonably balanced discussion. Recall – the SEC initial proposal subject to public
This week’s guest is Tom Logan, the CEO of Mirion Technologies (Ticker: MIR). Mirion was founded in 2005 and Tom has been the company’s only
April 2022 – As we have noted in this space in the past, there is a lot of the world that cannot be captured by
ESG’s Russia Test: Trial by Fire or Crash and Burn? by Aswath Damodaran My views on ESG are not a secret. I believe that ESG
One of the joys of being a securities analyst is reading conference calls when a CEO goes AWOL and tells people what he or she
Post the Russian invasion of Ukraine, the global universe of online COVID experts have now turned their attention to the ramifications of an “utterly changed
Seeking Safety Well, this has certainly been an eventful quarter. Russia invaded Ukraine, and although not to downplay the severe humanitarian crisis that has resulted,
In January of 2020, Eugene Robin and I appeared on GuruFocus’s Value Investing Live platform to discuss our position in Viasat (ticker: VSAT). The title
We have had ten years of near straight-line declines in interest rates and suppressed volatility. Products are sold and structures are created on the basis
