Must Reads: Gas Injection: Cenovus And Suncor Erupt

March Madness gave way to a banking crisis that shocked the global markets, followed by OPEC+ announcing a surprise cut

Must Reads Gas Injection: Cenovus And Suncor Erupt  March Madness gave way to a banking crisis that shocked the global markets, followed by OPEC+ announcing a surprise cut of ~1.2M barrels of oil per da... Continue Reading Ubisoft: The Market Treats It Like Trash, I Say 'BUY' I've written about Ubisoft in the past, and while my stake in the company is extremely small, I believe the last few months have seen the company beco... Continue Reading Vinci's Concession Businesses Too Cheap, A Clear Bet On Mobility Recovery Vinci SA is an interesting infrastructure player with excellent concession rights to key infrastructure like airports and highways. They also have a s... Continue Reading First Republic Bank: Why Failure Is Not An Option Given how the US big banks and the Federal reserve had supported FRC during the recent banking crisis, we reckon the latter's prospects remain safe in... Continue Reading Google: Bard Isn't A Failure Lately Alphabet (hereafter referred to as "Google") stock has been see-sawing with news about its AI efforts. The company is perceived to be behind Mi... 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