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...
Investment Thesis In the previous article on B. Riley Financial (NASDAQ:RILY), I arrived at a cautious ‘Hold’ rating for the controversial California-based investment bank,...
Rapid Recall This is what I said in my previous Arista Networks (NYSE:ANET) analysis, titled Adapting To Changing AI Infrastructure Demand: […] Last year,...
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“The drivers of inflation are changing… Domestic price pressures, including from rising wages and still robust profit margins,” are increasingly important: ECB’s Lagarde. Energy...
The following segment was excerpted from this fund letter. Tucows (NASDAQ:TCX) I have explained the various challenges at Tucows several times in the past...