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...
Thesis Online shopping has undergone some evolution. Beyond the sheer convenience of making purchases from the comfort of one’s home, consumers are now navigating...
Investment Thesis Thermo Fisher (NYSE:TMO) has consistently outperformed the market and has now established a revenue base that is largely recurring and predictable. In...
By Ning Meng As China accelerates stimulus across multiple sectors, its sluggish economy is showing early signs of recovery, boding well for the A-share...
Episode Description A combination of public and private investments in neuroscience, government grants, and charitable donations are helping accelerate a wave of advancements and...
Investment thesis Our current investment thesis is: BRBR is benefiting well from a combination of industry tailwinds, as consumers increasingly seek a healthy lifestyle...