PART 1 One of the most fascinating lectures I’ve attended is the one delivered by Gananath Obeysekere at the Royal Asiatic ...
Carlyle Group (CG) gets a HOLD as PE headwinds and overvaluation limit upside; 3Q25 miss and slower exits pressure returns.
MasTec (MTZ) posts record Q3 results as backlog hits $16.8B and EPS surges; see 2025 guidance, valuation and why it’s rated ...
2025 was a volatile year for the market. There were still many opportunities on my radar, some of which I missed badly. It's ...
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