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The first time I looked into SentinelOne (NYSE:S), the numbers were pretty mind-blowing. Revenue growth was in the triple digits, operating margins were negative...
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This article was written by Follow Envision Research, aka Lucas Ma, has over 20+ years of investment experience and holds a Masters with in...
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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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Three years after the pandemic first upended the traditional homebuying season — and life as we knew it — some data indicates a return...
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Dear readers/followers, There are companies I have started investing more in during 2023 as they’ve fallen – and honestly, my 2023 thus far has...
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Written by Nick Ackerman, co-produced by Stanford Chemist. iShares Cohen & Steers REIT ETF (BATS:ICF) provides exposure to a basket of real estate investment...
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Investment Thesis Quanta Services, Inc. (NYSE:PWR) is a global provider of infrastructure solutions for the electric and gas utility, renewable energy, communications, pipeline, and...
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Introduction I have written about several hospitality REITs in the past couple of months, most recently on Ashford Hospitality Trust (NYSE: AHT) and Hersha...
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The C Investment Thesis Is Only For The Patient We previously covered Citigroup Inc. (NYSE:C) in June 2023, discussing its well-diversified portfolio and the...
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Overview I recommend a hold rating for GoodRx Holdings (NASDAQ:GDRX) as I expect the stock to remain rangebound until investors see more signs of...
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Investment Thesis The US dollar has been underperforming recently, including against the EUR, GBP, and CHF. The DXY index is down over 2% so...
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Despite its relatively cheap valuation, Citigroup Inc. or Citi (NYSE:C) stock has continued to underperform its financial sector (XLF) peers. Therefore, it seems like...
