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Volatility and complexity have long been aspects to the Cosan (NYSE:CSAN) story that investors just have to learn to accept if they want to...
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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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Despite the threat of a looming recession, 2024 has been a successful year in the stock market for many fast-casual restaurant brands. Shake Shack...
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ZTO Express (Cayman) Inc. (NYSE:ZTO) Q2 2024 Earnings Conference Call August 20, 2024 8:30 PM ET Company Participants Sophie Li – Corporate Secretary and...
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Investment overview I wrote about Semrush Holdings (NYSE:SEMR) previously (29 May 2024) with a hold rating, as I felt that the valuation was no...
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Investment Thesis Beijing-based Chinese e-commerce company JD.com (NASDAQ:JD) (OTCPK:JDCMF) is one of the two largest online retailers in China that reported its Q2 earnings...
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Please note all $ figures in $CAD, not $USD, unless otherwise stated. Introduction At the start of January this year, I highlighted Cineplex (TSX:CGX:CA)...
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In this analysis, we covered Workday, Inc. (NASDAQ:WDAY), a software provider of financial and human capital management applications that achieved a CAGR of 20.09%...
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This article was written by Follow Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish...
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[The goal of a market-neutral investment strategy is to preserve portfolio value while delivering sustainable growth that is uncorrelated to the market. For investors,...
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I first wrote about my investment thesis on KE Holdings (NYSE:BEKE) (Beike) in June 2024. Since then, the stock has been mostly flat, while...
