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Investment Thesis Last time I talked about Palo Alto Networks (NASDAQ:PANW), I discussed the company’s Q2 performance and argued how the company’s pivot to...
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iFintechWorld
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This article was written by Follow Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the...
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Follow Play Earnings CallPlay Earnings Call Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants...
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Follow Play Earnings CallPlay Earnings Call Dynatrace, Inc. (DT) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST Company Participants Rick...
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Overview The possibility of investing into a company that I have been a consumer of for large portions of my life has always been...
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As Generative AI impacts drug research, this thesis aims to uncover the opportunities for Exscientia plc (NASDAQ:EXAI) and show it is a buy based...
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Last month the Government Accountability Office (GAO) released 401(k) Retirement Plans: Department of Labor Should Update Guidance on Target Date Funds in response to...
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There are clear economic and investment tailwinds blowing across Japan right now. The land of the rising sun has enjoyed rising equity prices in...
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Under Armour (NYSE:UA) (NYSE:UAA) is a global sports and performance apparel brand. The company’s successful growth story began in the late 1990s and continued...
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Introduction It’s time to talk about Caterpillar (NYSE:CAT), which is one of my most successful dividend (growth) investments. Excluding dividends, I’m currently up roughly...
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The U.S. Bureau of Labor Statistics (BLS) nonfarm payrolls has averaged monthly gains of over 233k over the past year. By all standards, that...
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Elevator Pitch I have a Hold rating for Yancoal Australia Ltd (OTCPK:YACAF) [YAL:AU] [3668:HK] shares. My earlier February 28, 2024, update drew attention to...
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Asbury Automotive Group (NYSE:ABG) has been a mixed performer over the past year, up just 10% and below last summer’s highs. In September, I...
