This article was written by Follow Alberto holds a Master’s degree in Business Economics. During his academic career he acquired an extensive managerial and...
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...
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Velo3D (NYSE:VLD) is an additive manufacturing company focused on enabling the production of high value metal parts. Its business is currently small but growing...
My Thesis Magnit PJSC’s [the biggest Russian grocery retail company] share buyback of shares from Western investors has driven up its stock price on...
This article was written by Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active...
Investment Thesis After an excellent performance from 2020 to 2022, Nutrien (NYSE:NTR) is now down over 40% from its all-time high last year. Despite...
I wrote earlier this year about donanemab, the anti-amyloid antibody developed by Eli Lilly (NYSE:LLY) that they’re hoping to get approved by the FDA....
Thesis With renewable energy facing multi-decade tailwinds from a combination of macro factors and the Inflation Reduction Act, I find myself researching companies that...
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) Q2 2023 Earnings Conference Call July 18, 2023 5:00 PM ET Company Participants Brad Delco – Senior Vice...