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...
Investment Thesis Darden Restaurants Inc (NYSE:DRI) is expected to sustain its strong growth trajectory helped by market share gains, price increases, and eventual stabilization...
NIO (NYSE:NIO) found a new anchor investor last week when it secured a $738.5M investment from the Abu Dhabi government. The investment deal follows...
Investment Thesis PulteGroup, Inc (NYSE:PHM) is a cyclical company. During the latest Housing Starts cycle from 2005 to 2022 (peak-to-peak), there was hardly any...
The relative outperformance of Singaporean equities relative to its ASEAN peers this year has been a surprise, given the lack of macro tailwinds. The...
Thesis Graphic Packaging Holding (NYSE:GPK) is the #1 fiber-based consumer packaging company in Europe and the USA. Being a market leader, GPK is set...
Germany’s latest Q1 GDP data revision confirmed what many had long anticipated – the economy had already entered a technical recession (albeit a shallow...