by Bernadette | May 30, 2022 | Finance Companies
matt_benoit/iStock via Getty Images Investment Thesis Chicago Atlantic Real Estate Finance (Nasdaq: NASDAQ:REFI) is a mortgage REIT that lends to state-licensed operators in the cannabis industry. On a valuation basis, REFI is trading at 1.1x P/B and yields 9%, which...
by Bernadette | May 30, 2022 | Finance Companies
I was at the Gartner Data & Analytics conference in London a couple of weeks ago and I’d like to share some thoughts on what I think was interesting, and what I think I learned… First, data is by default, and by definition, a liability, because it costs money and...
by Bernadette | May 30, 2022 | Finance Analyst
Gasoline prices hovering at all-time highs appear to be curbing some demand, but the cost for driving fuel is expected to stay high well into the summer. “We are seeing demand that is certainly not as strong as it was prior to COVID in 2019 when prices were much...
by Bernadette | May 30, 2022 | Finance Analyst
Lyca Mobile, one of the world’s largest mobile virtual network operators with more than 16 million customers, is to deploy Flytxt’s artificial intelligence (AI)-powered customer value management accelerator across its seven large markets. Lyca is the world’s largest...
by Bernadette | May 30, 2022 | Business Networking
Something that we have been waiting for a decade and a half to see has just happened: The datacenter is now the biggest business at Nvidia. Bigger even than the gaming business for which it was founded almost three decades ago. The rise of the datacenter business has...
