This article was written by Follow Alberto holds a Master’s degree in Business Economics. During his academic career he acquired an extensive managerial and...
This article was written by Follow As a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading,...
This article was written by Follow Full time trader and investor. Instead of lengthy and boring articles, I prefer writing concise arguments about value...
Thesis Online shopping has undergone some evolution. Beyond the sheer convenience of making purchases from the comfort of one’s home, consumers are now navigating...
Investment Thesis Thermo Fisher (NYSE:TMO) has consistently outperformed the market and has now established a revenue base that is largely recurring and predictable. In...
By Ning Meng As China accelerates stimulus across multiple sectors, its sluggish economy is showing early signs of recovery, boding well for the A-share...
Episode Description A combination of public and private investments in neuroscience, government grants, and charitable donations are helping accelerate a wave of advancements and...
Investment thesis Our current investment thesis is: BRBR is benefiting well from a combination of industry tailwinds, as consumers increasingly seek a healthy lifestyle...