Friday, September 4, 2026

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EVC Update

EVC reported a solid second quarter and outlook.

NXPI · long

Nxp Semiconductors NV

NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.

The Strategic Value of eDreams

EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.

Notes and Updates

ECIP recipient banks could repurchase Treasury preferred shares at steep discounts, potentially lifting book value, while Hawaiian Electric…

JBG Smith

JBG Smith trades at an estimated 40% discount to NAV, backed by National Landing multifamily assets, Amazon HQ demand and $1.3 billion of…

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