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Introduction In early April, I posted a view that Google’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Cloud business is likely to surprise positively on margins as it benefits...
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Plexus Corp. (NASDAQ:PLXS) Q2 2023 Earnings Conference Call April 27, 2023 9:00 AM ET Company Participants Shawn Harrison – VP, Communications & IR Todd...
Introduction As it has been almost four months since publishing my initial investment thesis on Befesa (OTCPK:BFSAF) I wanted to update my thesis as...