Shares of Lamar Advertising Company ( LAMR ) have been an underwhelming performer over the past year, losing just over 2% of their value. Higher-for-longer rates and a lost contract in Vancouver have weighed on shares. However, its core business has been showing signs of accelerationOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or ha ...

Core Insights - Brixmor Property Group Inc. (BRX) has underperformed over the past year, with a loss of approximately 5% in share value [1] - Despite reporting solid results, the company's shares have been negatively impacted by prolonged high interest rates, real estate concerns, and valuation issues [1] Financial Performance - The company reported its Q3 results this week, indicating ongoing operational performance [1]