In our previous analysis of Texas Instruments Incorporated (NASDAQ:TXN), we expected the company’s growth outlook to remain robust, particularly in the automotive segment (21%...
ATRenew Inc. (NYSE:RERE) has just reported very sound quarterly results. The company’s stock has not been doing very well, however. In my view, this...
Investment Thesis Mobileye Global Inc. (NASDAQ:MBLY) Q3 results saw much of the same: slowing growth rates and unimpressive free cash flows. However, there are...
Investment thesis Oil (CL1:COM) prices have been trending lower, mostly on expectations that demand is weak. Stories of continued US production growth, despite the...
Thesis American Airlines Group (NASDAQ:AAL) is a holding company whose primary business activity is the operation of a major network air carrier, providing scheduled...
My previous Strong Buy ratings on Bristol Myers Squibb Company, or BMS (NYSE:BMY), have not worked out accordingly, despite glimpses of a reversal in...