I'm upgrading InMode to Buy due to improved capital allocation, including significant share buybacks and the potential for record dividends. Despite a 20% revenue decline in 2024, InMode remains a ...

In an increasingly fragmented and complex global economy, the traditional approach of capital allocation—dividing assets across equities, bonds and alternatives—is no longer sufficient to meet the ...

Investors are trained to obsess over earnings. Beats and misses dominate headlines, drive short-term price moves, and anchor most conversations around stocks. That framework worked when liquidity was ...

Greg Abel, who heads Berkshire's non-insurance operations and is designated to one day succeed Warren Buffett as CEO, is asked how he will go about managing the capital allocation process when he's in ...

Global family offices are being forced to rethink how, where, and why they allocate capital. Higher interest rates, geopolitical realignment, and the scale of the energy transition have made ...

Contends Driven Brands is Undervalued by the Public Markets due to Structural, Capital Allocation, and Governance Failures Believes That Strategic Process Will Maximize Value for All Shareholders ...