This article was written by Follow Author and entrepreneur. My articles typically cover macroeconomic trends, portfolio strategy, value investing, and behavioral finance. I like...
This article was written by Follow Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose...
Summary I previously gave Cohu (NASDAQ:COHU) stock a buy rating given the robust demand and higher mature gross margin. However, I am now downgrading...
Main Thesis & Background The purpose of this article is to evaluate Mid-America Apartment Communities, Inc. (NYSE:MAA) as an investment option. The company is...
Introduction I own two healthcare stocks. AbbVie (ABBV), which is a high-yield drug manufacturer, and Danaher (DHR), a diversified producer of healthcare equipment. Danaher...
Investment thesis Our current investment thesis is: Nestle has quality brands that are maintaining and enhancing their current market share. Nestle’s response to economic...
What Happens Micron Technology (NASDAQ:MU) just reported decent results for its 3Q FY2023 earnings, even though it faced a significant headwind due to China’s...
Thesis The third-quarter fiscal report for 2023 highlights Schnitzer Steel’s robust financial growth, powered by an uptick in sales volumes and sturdy margins. As...