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Investment thesis Our current investment thesis is: IDEXX growth and margins are highly attractive, with no real financial downsides. Commercially, IDEXX has transitioned toward...
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Driven Brands Holdings Inc. (NASDAQ:DRVN) Q3 2024 Earnings Conference Call October 31, 2024 8:30 AM ET Company Participants Joel Arnao – Senior Vice President...
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Veris Residential, Inc. (NYSE:VRE) Q3 2024 Earnings Conference Call October 31, 2024 8:30 AM ET Company Participants Taryn Fielder – General Counsel & SecretaryMahbod...
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Rush Street Interactive, Inc. (NYSE:RSI) Q3 2024 Earnings Call October 30, 2024 6:00 PM ET Company Participants Richard Schwartz – Chief Executive OfficerKyle Sauers...
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Investment Thesis CME Group (NASDAQ:CME) is currently down over 25% from its all-time high last year, as the financial companies continue to face pressure...
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Introduction Affirm Holdings Inc. (NASDAQ:AFRM) is a financial technology company that offers a platform for consumers to pay for items in fixed monthly installments....
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Introduction It’s more than a year ago since I wrote my most recent article on uranium giant Cameco Corporation (NYSE:CCJ). Since then, the stock...
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As a growth investor with an extensive investment time horizon, it makes sense for me to keep an eye on disruptive business sectors that...
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Live Oak Bancshares (NYSE:LOB) operates as a bank holding company for Live Oak Banking Company; it was incorporated in 2008 and is headquartered in...
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Note: I have covered Eagle Bulk Shipping Inc. (NYSE:EGLE) previously, so investors should view this as an update to my earlier article on the...
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Investment Summary The investment case for Merus (NASDAQ:MRUS) is turning far more constructive in my view. Following the last publication in December, shares have...
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All values are in CAD unless noted otherwise. When regulatory authorities determine the rate to be charged by a utility provider, that company is...
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NIO (NYSE:NIO) is in the middle of a crisis, and it seems that it’s only a matter of time before the company announces another...
