This article was written by Follow Buyside analyst covering global stocks on Seeking Alpha since 2018. I’ve been investing personally and professionally across major...
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...
Introduction Robinhood Markets Inc. (NASDAQ:HOOD) is a financial services company known for its online brokerage platform: Robinhood. With a focus on accessibility and user-friendliness,...