Today, we are initiating a new company, GDS Holdings . Here at the Lab, we believe there is a solid sum-of-the-parts ...
Genworth Financial offers a compelling sum-of-the-parts value, anchored by its 81.6% stake in Enact Holdings, driving stable cash flows. GNW trades at a deep 0.3-0.4x P/B discount, reflecting market ...
JPMorgan upgraded Cipher Mining and CleanSpark to overweight from neutral and raised MARA to neutral from underweight. The bank downgraded IREN to neutral from overweight. A sum-of-the-parts valuation ...