This article was written by Follow I spent 30 years in the institutional trenches as a trader, analyst, and portfolio manager, eventually running the...
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Thesis My thesis here is really simple. I will argue that Google (NASDAQ:GOOG) and Meta Platforms’ (NASDAQ:META) AI potential are mispriced. And I will...
Introduction Duolingo (NASDAQ:DUOL) is the most popular global language learning app with 72.6m monthly active users. The business offers a freemium model where language...
By Jeff Shen, PhD, Travis Cooke, CFA, and Rich Mathieson In recent decades, the macroeconomic and market backdrop created a favorable environment for investors....
Recommendation I reiterate my recommendation to stay neutral for SolarWinds Corporation (NYSE:SWI). My previous stance was that there are many things to dislike in...