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Élé Asu Good morning, ladies and gentlemen. Welcome to this Thema dedicated to Innovation for Environmental Security. And thank you for joining us remotely...
In our previous analysis of Texas Instruments Incorporated (NASDAQ:TXN), we expected the company’s growth outlook to remain robust, particularly in the automotive segment (21%...
ATRenew Inc. (NYSE:RERE) has just reported very sound quarterly results. The company’s stock has not been doing very well, however. In my view, this...
Investment Thesis Mobileye Global Inc. (NASDAQ:MBLY) Q3 results saw much of the same: slowing growth rates and unimpressive free cash flows. However, there are...
Investment thesis Oil (CL1:COM) prices have been trending lower, mostly on expectations that demand is weak. Stories of continued US production growth, despite the...
Thesis American Airlines Group (NASDAQ:AAL) is a holding company whose primary business activity is the operation of a major network air carrier, providing scheduled...
My previous Strong Buy ratings on Bristol Myers Squibb Company, or BMS (NYSE:BMY), have not worked out accordingly, despite glimpses of a reversal in...