#1 Equity Update

Explore updates on our Valeura Energy, Sky Harbour, Carnival Corporation, and General Motors Write-Ups

Photo by AbsolutVision on Unsplash

Update Teaser:

• Valeura Energy (VLE) - Macro update on the steepening of the Brent futures curve

• Sky Harbour (SKYH) - Raising capital and accelerating the project timeline

• Carnival Corporation (CCL) - 75% beat on earnings, conflicting with conservative expectations for 2025

• General Motors (GM) - Limiting Cruise cash burn at the cost of growth; Changes in EV battery strategy