Blue Owl Capital Inc. (OWL) Brief Analysis and Updates

Published a brief analysis for Blue Owl Capital, Inc. This is an evergreen page. Most descriptions and updates of the company will stay on that page.

UnitedHealth Group Inc. (UNH) Brief Analysis and Updates

Published a brief analysis for UnitedHealth Group, Inc. This is an evergreen page. Most descriptions and updates of the company will stay on that page.

PayPal Holdings, Inc (PYPL) Brief Analysis and Updates

Published a brief analysis for PayPal Holdings, Inc. This is an evergreen page. Most descriptions and updates of the company will stay on that page.

Howard Hughes Holdings Inc. (HHH) Brief Analysis and Updates

Published a brief analysis for Howard Hughes Holdings Inc. This is an evergreen page. Most descriptions and updates of the company will stay on that page.

Robinhood Markets, Inc. (HOOD) Brief Analysis and Updates

Published a brief analysis for Robinhood Markets, Inc. This is an evergreen page. Most descriptions and updates of the company will stay on that page.

NNN REIT Inc (NNN) Brief Analysis and Updates

Published a brief analysis for NNN REIT, Inc. This is an evergreen page. Most descriptions and updates of the company will stay on that page. 

Tesla, Inc (TSLA) Brief Analysis and Updates

Published a brief analysis for Tesla, Inc. This is an evergreen page. Most descriptions and updates of the company will stay on that page. 

Brookfield Corporation (BN) Brief Analysis and Updates

Published a brief analysis for Brookfield Corporation. This is an evergreen page. Most descriptions and updates of the company will stay on that page. 

Taiwan Semiconductor Manufacturing Company (TSM) Brief Analysis and Updates

Published a brief analysis for Taiwan Semiconductor Manufacturing Company. This is an evergreen page. Most descriptions and updates of the company will stay on that page. 

Block (SQ) Brief Analysis

Published a brief analysis for Block. This is an evergreen page. I expect that most descriptions and updates of the company will stay on that page. 

Update after 2024 Q2 earnings result, decided not to buy any more Medical Properties Trust (MPW)

I decided not to buy any more Medical Properties Trust (MPW). See details at Medical Properties Trust (MPW) Brief Analysis and Updates 2024/08/22 update

Amazon (AMZN) Brief Analysis

Published a brief analysis for Amazon. This is an evergreen page. I expect that most descriptions and updates of the company will stay on that page. 

Nvidia (NVDA) Brief Analysis

Published a brief analysis for Nvidia. This is an evergreen page. I expect that most descriptions and updates of the company will stay on that page. 

Baidu (BIDU) Brief Analysis

Published a brief analysis for Baidu. This is an evergreen page. I expect that most descriptions and updates of the company will stay on that page. 

Broadstone Net Lease (BNL) Brief Analysis

Published a brief analysis for BNL. This is an evergreen page. I expect that most descriptions and updates of the company will stay on that page.

 

W. P. Carey (WPC) Brief Analysis

Published a brief analysis for WPC. This is an evergreen page. I expect that most descriptions and updates of the company will stay on that page.

Getty Realty Corp (GTY) Brief Analysis

Published a brief analysis for GTY. This is an evergreen page. I expect that most descriptions and updates of the company will stay on that page.

Patria Investments (PAX) Brief Analysis

Published a brief analysis for PAX. This is an evergreen page. I expect that most descriptions and updates of the company will stay on that page.

Comment on Muddy Waters short report on BXMT

Muddy Waters published a short report on Blackstone Mortgage Trust (BXMT) yesterday. I added a comment in my analysis of the stock.

Main Street Capital Corporation (MAIN) Brief Analysis and Updates

Published a brief analysis for MAIN. This is an evergreen page. I expect that most descriptions and updates of the company will stay on that page.