General Mills shares have underperformed the S&P 500 since the publication of my prior piece. The company recently cut guidance as it intends to increase investments in the near term in hopes of ...

Relative valuation—using simple metrics to compare a firm’s value to its peers—is a cornerstone of financial decision-making. If a company earns $2 billion in profit, and if similar firms trade at 15 ...

Drilling Tools International's recent acquisitions expanded its global presence and product offerings, enhancing its capabilities in wellbore optimization and downhole drilling tools. Despite ...

Charting the outlook for value vs growth stocks + wider stock market implications. Value vs Growth Stocks: new lows, further extremes. (p.s. skip to the end if you just want the bullet point summary + ...