When I got into this business in 1993, the idea that a public company could be worth more than $1 trillion was not even a consideration. In the history of public markets leading up to that time, the prevailing feeling was that since it never happened before, why should it happen in the future?
MGM Growth Properties LLC (MGP) is a growth-oriented REIT formed in 2015. The entity engages in the acquisition, ownership and leasing of large-scale destination entertainment and leisure resorts, whose amenities include casino gaming, hotel, convention, dining, entertainment and retail offerings.
Founded in 2002, Reata Pharmaceuticals is an Irving, Texas-based biopharmaceutical company. The late clinical stage company focuses on small-molecule therapeutics by targeting molecular pathways that regulate cellular metabolism and inflammation.
In this blog post, I’ll highlight the important trends happening in media consumption. One of my favorite brands is ROKU and it also happens to be very misunderstood by investors, analysts, and consumers.
In this blog post, I’ll highlight the important trends happening in media consumption. One of my favorite brands is ROKU and it also happens to be very misunderstood by investors, analysts, and consumers.
Earnings season for midstream energy infrastructure kicks off with Kinder Morgan (KMI) on Wednesday. In April we identified growing free cash flow (see The...
Earnings season for midstream energy infrastructure kicks off with Kinder Morgan (KMI) on Wednesday. In April we identified growing free cash flow (see The...
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
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