News

FTIA and the Sohn Investment Conference in NYC

Exciting news item related to FTIA and the Sohn Investment Conference in NYC.

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Checking in on AerCap – March 19, 2019

Checking in on AerCap – Couldn’t look more attractive at this juncture, confluence of two major events creates better backdrop and tremendous buying opportunity in AerCap shares.

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Follow up answers to Josh Strauss on CCMP – March 16, 2019

Josh, Thanks for the questions. In terms of your margin question, I’ll break it down into two parts that should address what you’re driving at.

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Buy Cabot Microelectronics – a compellingly valued, pure play semi consumables company – March 12, 2019

Buy Cabot Microelectronics – a compellingly valued, pure play semi consumables company Published on SumZero March 13, 2019 “Compound interest is the most powerful force in the universe.

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BMY:CELG post S-4 filing – February 2019

S-4 for the BMY/CELG deal out today.

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Lam’s Medium-Term Outlook –

Recognizing the Strong Fundamentals Behind the Installed Base Business for Lam Research and Using them to Project out Lam’s Medium-Term Outlook I have been giving a lot of thought to how Lam is like…

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