Learn why conglomerates are often valued below the sum of their parts. Discover factors like management issues and financial complexity that lead to this discount.

Berkshire Hathaway has been snapping up shares of a stock set to merge with another stock it owns. The economics of the merger currently favor buying one set of shares over the other. While the ...

In the dynamic and highly competitive world of discount retail, two industry titans, Ross Stores, Inc. ROST and Dollar Tree, Inc. DLTR, have carved out distinct niches, each commanding strong consumer ...

With half a decade of geopolitical chaos, recession in Europe, and above-target inflation, the US economy has remained resilient. The primary reason behind this is the American consumer: their ...

Vipshop Holdings (NYSE:VIPS) reported its first-quarter results on Tuesday, with sales reaching $3.62 billion (26.27 billion Chinese yuan), in line with the analyst consensus estimate. This is a 5.46% ...

The NYSE will cancel trades after a glitch caused halts for 40 stocks, including Berkshire Hathaway. The glitch caused Berkshire Hathaway to appear to trade at a 99% discount. The technical issue ...

I rate Dollar General a buy due to its deep discount and recessionary resistant business model. While the core consumer for DG is hurting in the macro environment, DG is supporting the customer ...

FIVE is fresh off a June 5, 52-week high of $137.30 Five Below Inc (NASDAQ:FIVE) stock is down 1.2% to trade at $124.92, on the heels of disappointing retail sales data for May. The discount retail ...

Navios Maritime Partners offers attractive exposures to durable end markets. The marine transportation industry has cyclical tailwinds, making it an attractive domain for investment, with potential ...

Many of the best businesses are trading at expensive valuation multiples. This dominant retailer benefits from a scale advantage and customer loyalty. Unless the company's P/E ratio drops ...