politicsweb19h
EWC expands state power over individuals – IRR
In his Opening of Parliament speech in July 2024, the President said that “the provision of title deeds provides people with ...
KBR, Inc. (KBR): A Bull Case Theory
We came across a bullish thesis on KBR, Inc. (KBR) on Directionally Correct Research’s Substack by Will Powers. In this ...
Scatec targets 30% integrated IRR on 2.7 GW pipeline amid strong Q4 growth
CEO Terje Pilskog highlighted a strong Q4 performance, with proportionate revenues of NOK2.7 billion and EBITDA of NOK1.4 billion, representing significant year-over-year growth. The company achieved ...
5 Largest Portfolio Holdings: Fundamentals Don't Change As Rapidly As Stock Prices
We’ve outlined the historical annual returns of our 5 largest holdings. How have the fundamentals translated into longer-term ...
JD Supra6d
Lessons From 2024: Tips for Private Fund Managers
As we look back on the SEC’s actions in 2024, we wanted to share our thoughts on lessons learned that we believe will carry ...
Spotify (SPOT) Achieved Exceptional Growth Over the Past 6 Years
Rowan Street Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Rowan Street Capital’s Valuation on Meta Platforms (META)
Rowan Street Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the ...
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Modulus Alternatives Announces the Successful Maturity and Exit of its Maiden Private Credit Fund I, Achieving a Gross IRR of 17 percent
Modulus Alternatives Investment Managers Limited, an established alternative asset manager, focused on private credit, ...