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Investment thesis Our current investment thesis is: Nestle has quality brands that are maintaining and enhancing their current market share. Nestle’s response to economic...
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Tessa RomeroJPMorgan Chase & Co, Research Division Welcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Tessa Romero, and I’m one...
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Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin...
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This article was written by Follow With a background as a RN, I analyze healthcare-related stocks by evaluating clinical data, treatment guidelines, and market...
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What Happens Micron Technology (NASDAQ:MU) just reported decent results for its 3Q FY2023 earnings, even though it faced a significant headwind due to China’s...
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Thesis The third-quarter fiscal report for 2023 highlights Schnitzer Steel’s robust financial growth, powered by an uptick in sales volumes and sturdy margins. As...
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Introduction I have been following Canacol Energy (TSX:CNE:CA) (OTCQX:CNNEF) for a while here at Seeking Alpha and although I’m looking to generate capital gains...
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VALE’s Iron Ore Investment Thesis Has Faded We previously covered Vale S.A. (NYSE:VALE) in January 2023, cautioning investors not to add due to the...
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Overview Saratoga Investment Corporation (NYSE:SAR) is a private credit investment entity, formally a Business Development Company, that focuses on the middle market. Saratoga states...
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The 4325-37 support area in the S&P500 (SPY) has been highlighted for several weeks now and was finally tested this week. Monday’s session closed...
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When I think of the unique selling points for the London based luxury e-commerce company Farfetch (NYSE:FTCH), two key ones come to mind. The...
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Thesis I believe Beam Global (NASDAQ:BEEM) has a unique value proposition for government services organizations and municipalities that prioritize flexibility, energy security, and clean...
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Co-authored with “Hidden Opportunities.” Success stories are easy to find and read. There are volumes of published books, articles, and videos describing famous investors...
