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By Adila McHich, Cameron Liao, Elizabeth Hui and Paul Wightman At a Glance From natural gas supply and demand dynamics to OPEC+ decisions, heightened...
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Introduction Baidu (NASDAQ:BIDU) is one of the companies I invested in between 2018 and 2019. At the time, Baidu experienced difficulties because the health...
Johnson & Johnson (NYSE:JNJ) is one of the world’s largest multinational healthcare corporations, with operations in almost every corner of the world and whose...
Investment thesis Our current investment thesis is that Newegg Commerce, Inc. (NASDAQ:NEGG) continues to deteriorate as loyal customers turn away from the business and...
Thesis Most consumer discretionary stocks performed well relative to the broader market over the past couple of years, capitalizing on their defensive attributes during...