Episode Details

Pre-Session Views

Published 9 months ago

Strategy| COMI can easily jump 5% just to recoup June-to-date losses and this could be the start of a 12M gain of 50%
VALU| Investor-fueled rally may overrun fundamentals
ATLC| Expanding opportunities in factoring and mortgage amidst leasing maturity
OLFI| Management reaffirms growth plans and strong FY25 outlook
ORWE management call | Near-term headwinds temper outlook, strategic investments and US focus could unlock value