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Thesis My thesis here is really simple. I will argue that Google (NASDAQ:GOOG) and Meta Platforms’ (NASDAQ:META) AI potential are mispriced. And I will...
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Footnote: 1. A composite is an aggregation of one or more portfolios into a single group that represents a particular investment objective or strategy....
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This article was written by Follow The equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation...
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This article was written by Follow Hi there! I am an equity research analyst by profession but a trader by heart, with a background...
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Introduction Duolingo (NASDAQ:DUOL) is the most popular global language learning app with 72.6m monthly active users. The business offers a freemium model where language...
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Overview Cboe Global Markets (BATS:CBOE) is an exchange operator that has two core holdings, each of which is a significant business in its own...
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By Jeff Shen, PhD, Travis Cooke, CFA, and Rich Mathieson In recent decades, the macroeconomic and market backdrop created a favorable environment for investors....
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Recommendation I reiterate my recommendation to stay neutral for SolarWinds Corporation (NYSE:SWI). My previous stance was that there are many things to dislike in...
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Introduction iShares MSCI USA Value Factor ETF (BATS:VLUE), listed on the Cboe BZX exchange, is an exchange-traded fund that invests in mid- and large-cap...
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In November 2019, members of our global equity team traveled to India to meet with management teams of more than 80 companies, gathering insights...
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AT&T Inc. (NYSE:T) J.P. Morgan 51st Annual Global Technology, Media and Communications Conference Transcript May 22, 2023 5:10 PM ET Executives John Stankey –...
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Dropbox, Inc. (NASDAQ:DBX) 51st Annual J.P. Morgan Global Technology, Media and Communications Conference May 22, 2023 4:30 PM ET Company Participants Tim Regan –...
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The U.S. Third Circuit Court of Appeals has entered an opinion requiring the Delaware Department of Insurance (“DDOI”) to disclose information to the U.S....
