Must Reads: Estee Lauder: A Luxury Company In Temporary Trouble

Sales declined sharply due to COVID restrictions in China. However, their ROC and ROE are very good, and as returns foll

Must Reads Estee Lauder: A Luxury Company In Temporary Trouble  Sales declined sharply due to COVID restrictions in China. However, their ROC and ROE are very good, and as returns follow ROC in the long term, they ... Continue Reading De-SPAC Warrants Primer: Digging Through The Wreckage, Unearthing Gems Like Innovid I sorted through over 400 SPACs that completed mergers (de-SPAC'd). While many SPAC deals were garbage, a handful are real businesses with real profit... Continue Reading Are Geothermal Stocks A Good Investment As Japan And U.S. Agree To Geothermal Cooperation? Geothermal energy is a low-carbon source that can provide reliable baseload. Between the political opposition to nuclear power and the intermittency o... Continue Reading Churchill Downs: Undiscovered Jewel One of the most shareholder-friendly companies at the moment, with an excellent return on capital. There are also many investment opportunities where ... Continue Reading FBND: What Is The Answer For A Potential Recession? We Think Bonds The Top-10 Conference Board Leading Indicator Index has moved into negative territory and continues to decrease. Historically, recessions are always a... Continue Reading Download the Seeking Alpha App! Like Must Reads? Try our other newsletters as well. This email was sent to you because you signed up to receive Must Reads. If you do not want to receive Must Reads emails, click here to unsubscribe. Sent by Seeking Alpha, 234 5th Ave, 5th floor, New York, NY 10001