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...
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...
We have previously covered First Solar (NASDAQ:FSLR) in April 2023, with the stock trading with a massive baked-in premium, mostly attributed to its US-based...
Major developed market central banks around the globe are almost unanimously indicating rate cuts won’t happen until next year, and in some cases have...
Thesis First Advantage (NASDAQ:FA) is a provider of background checks that has evolved under new leadership by adopting a more scalable automated platform and...