Dear Readers, Below is a collection of “blurbs” as we call it: brief snapshots and hot takes on a variety of market-related topics. From analyses on Bloomin’ Brands’ role in the restaurant space to the future of mortgage backed securities, we hope our short pieces will provide you with some Insight on the way we’re viewing Read more about Our Summer 2020 Outlook[…]
All, I hope you’re well and staying safe at this time. An economic outlook is intriguing to write at this time, and I think cannot be properly considered without looking at the social change our country is currently going through. I believe we are perfectly positioned as liberal arts students – at an extremely diverse Read more about Wrapping Up: Two Cents from Jack Sercu ’22[…]
By Michael Medvedev — First of all, thank you for taking the time to read Williams Insight. I am hoping that this article will give you a nice break and move your focus away from COVID-19 and the world economic crisis. As we have all been home for the past month, adjusting to our new Read more about The Streaming Decade[…]
By Stephen Kletscher Summary Livent is a lithium producer headquartered in the United States with production facilities in Argentina. Livent both extracts raw lithium materials and manufactures lithium compounds with over 60 years of experience in lithium compound production. It produces and distributes applications in batteries, agro-chemicals, greases, polymers, and various industrial applications. Livent Read more about Livent Corporation Equity Research[…]
By David Shakirov UPDATE (03/26/2020): After a smashingly lucrative three day run (a 50% GAIN), the author recommends selling SDC stock. Though long term fundamentals are strong, the stock’s takeoff of 50% since the recommendation places it ABOVE the 8x EV/EBITDA target of 2025. At this valuation, the risk return profile on the company is Read more about Smile Direct Club: Cheap Grins, Cheaper Stock [Sold][…]