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...
In late December, I recommended Vir Biotechnology, Inc. (NASDAQ:VIR) as a speculative Buy due to its long-term cash availability, experienced management team, collaborations with...
Research Brief Recently, my focus on the “innovation” & “managed services” sector turned towards a specific niche: federal contractors specializing in aerospace, homeland security,...
Alibaba (NYSE:BABA) is rapidly diversifying its revenue base which will help the company reduce China-centric headwinds and build a longer growth runway. In the...