Taking the Axe to an ESG Dividend Darling
Soren Aandahl of Blue Orca Capital makes the case that Enviva (EVA), the world’s largest maker of wood pellets, inflates EBITDA, will be forced to cut its dividend, and is greenwashing its wood procurement.
Category / Interviews and Analysis
A Brewing Subprime Crisis
Roddy Boyd of The Foundation For Financial Journalism makes the case that PennyMac Financial Services, Inc. (PFSI) is at the center of a brewing mortgage crisis.
Market Structure – Part II
In Part II of this Short Story, Freddy Brick and Joe Saluzzi continue their conversation on market structure. As the two dive deeper, Joe reveals a few potential changes to market structure, including a possible change in tick sizes
Recent Comments