Investors are trained to obsess over earnings. Beats and misses dominate headlines, drive short-term price moves, and anchor most conversations around stocks. That framework worked when liquidity was ...

PepsiCo's poor performance in recent years is a direct result of the company's M&A activities. The stock serves as a good example of why investors should be critical when evaluating long-term capital ...

Capital allocation at LyondellBasell differs materially from that of its major peer. The current dividend yield is now above 10%, a signal the market doesn't believe that it can be sustained. Even ...