Stocks

Apr 29 Uber’s ROIC went from -5% to 28% in five years. Ran the fundamentals and I think the market is still sleeping on it

Apr 29 Jamie Dimon warns of ‘some kind of bond crisis’ ahead as global debt risks build

Apr 29 GE Vernova – sell/hold?

Apr 29 Arch Capital (ACGL), a $34B specialty insurer I’ve been researching. Here’s my analysis.