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...
This article was written by Follow Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish...
At about $408.7, the Vanguard Information Technology ETF (NYSEARCA:VGT) is trading at about $26 above my target of $382.48, established when I last covered...
Investment Thesis Rigetti Computing (NASDAQ:RGTI) has a mighty compelling mission statement that Rigetti puts forth in large capital letters on their SEC filings, OUR...
Introduction Since the start of rate hikes Business Development Companies better known as BDCs have held up well. They’ve flourished during the rise of...
Domestic equities remained stable, but rising bond yields and inflation impacted sentiment, with evolving investor expectations about the Fed’s interest rate policy for March...
Last month, Broadcom (NASDAQ:AVGO) unveiled its Q3 earnings (ending July) which surpassed sell-side expectations. The stock surged nearly 10% in the two days leading...
Investment Thesis In our writeup dated Jan 14, 2023, we were of the view that the substantial underperformance of TH International Limited (NASDAQ:THCH) was...
Flex Ltd. (NASDAQ:FLEX) provides multiple solutions for businesses. The company has achieved a margin that’s significantly above Flex’s long-term history, as the Nextracker segment...