The Transcript 05.10.21: Pent-up Demand
The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...
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SpinTalk -Update On Our Favorite Now Not So Fallen Spins: Perspecta, Spirit Realty Capital, Newmark
Back in August 20, 2019, we highlighted in an insight "SpinTalk -Valuation Update On Our Favorite Fallen Spins: Perspecta, Newmark & Spirit...
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SpinTalk -Valuation Update On Our Favorite Fallen Spins: Perspecta, Newmark & Spirit Realty Capital
Following the latest round of quarterly earnings, we provide valuation updates on fallen spins which we believe remain misunderstood by the market...
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Newmark Group Inc (NMRK US) Update: The Extent of Its Undervaluation Relative to Peers Is Baffling
Newmark's 1Q 2019 earnings report was not well received. Okay, we understand that they missed big acros key financial metrics, but that has more to...
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Newmark Group Inc (NMRK US): Valuation/Fundamentals Mismatch, Stock Trades At Bargain Levels
Having gained ~30% in a little more than two months following its full separation from BGC Partners (BGCP US) at the end of November 2018 after a...
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