This article was written by Follow Buyside analyst covering global stocks on Seeking Alpha since 2018. I’ve been investing personally and professionally across major...
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This article was written by Follow Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish...
Annuities are setting sales records, thanks to higher interest rates, lower stock prices, and aging Baby Boomers. It’s been years since annuities were able...
Investment thesis Our current investment thesis is: IDEXX growth and margins are highly attractive, with no real financial downsides. Commercially, IDEXX has transitioned toward...
Investment Thesis CME Group (NASDAQ:CME) is currently down over 25% from its all-time high last year, as the financial companies continue to face pressure...
Introduction Affirm Holdings Inc. (NASDAQ:AFRM) is a financial technology company that offers a platform for consumers to pay for items in fixed monthly installments....
Investment Summary The investment case for Merus (NASDAQ:MRUS) is turning far more constructive in my view. Following the last publication in December, shares have...