Regeneron has started 2025 with an increase in defensive capital allocation - initiation of a dividend and an expanded share buyback program. Increased competitive pressure on the Eylea franchise is ...
In an increasingly fragmented and complex global economy, the traditional approach of capital allocation—dividing assets across equities, bonds and alternatives—is no longer sufficient to meet the ...
CI&T Inc. (CINT) reported its Q3 2025 financial results, beating revenue but missing earnings estimates. I previously analyzed CINT in June 2025 with a downgrade to a Hold outlook due to uncertain ...
Ascender Capital Limited (“Ascender Capital”), a Hong Kong-based investment firm focused on high-quality businesses across Asia, is a long-term investor in Japan’s software and system integration ...
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