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The Financial Pen

https://thefinancialpen.substack.com/

Mentions15
Posts9
Latest post10 Oct 2026
People IncorporatedMGM Wants Its Shares Back-10 Oct 2026
MGM Resorts InternationalMGM Wants Its Shares Back-10 Oct 2026
Swire Properties LimitedWinning the Shopper’s Time-30 Sept 2026
Umicore SAThe Installed Base Behind Critical Minerals-22 Sept 2026
AMG Critical Materials N.V.The Installed Base Behind Critical Minerals-22 Sept 2026
Neo Performance Materials Inc.The Value of What Already Exists-31 Aug 2026
Byrna Technologies Inc.The Dangerous Aha-27 Aug 2026
Hammond Manufacturing Company LimitedA More Defensible Way Through the AI Buildout-18 Aug 2026
HA Sustainable Infrastructure Capital, Inc.A More Defensible Way Through the AI Buildout-18 Aug 2026
Science Applications International CorporationRethinking Federal Contractors After AI-29 Jul 2026
Leidos Holdings, Inc.Rethinking Federal Contractors After AI-29 Jul 2026
Booz Allen Hamilton Holding CorporationRethinking Federal Contractors After AI-29 Jul 2026
Jollibee Foods CorporationFrom Chickenjoy to Capital Allocation-15 Jul 2026
Alphabet Inc.Variant Perception: The Mechanics of Expectation Gaps-8 Jul 2026
Microsoft CorporationVariant Perception: The Mechanics of Expectation Gaps-8 Jul 2026