Operator Good day, and thank you for standing by. Welcome to the Intuitive First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised...
This article was written by Follow I spent 30 years in the institutional trenches as a trader, analyst, and portfolio manager, eventually running the...
By Eric Winograd, Adriaan du Toit, Katrina Butt, Armando Armenta, Markus Schneider The Macro Picture Last quarter we highlighted the resilience of the global...
Swedish telecommunications giant, Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC) faces a challenging landscape with a 10% YoY sales drop, a net loss, and ongoing negative cash...
Since my last article on Under Armour (UAA) (NYSE:UA) written in June, titled “Finding Hope Amidst Under Armour’s Challenging Outlook,” as I predicted, the...
Photronics, Inc. (NASDAQ:PLAB) is a global player operating in the semiconductor and LCD screen market. It enjoys good financial ratings, in particular Revenue and...
Thesis Match Group, Inc. (NASDAQ:MTCH) holds a dominant position in the online dating industry, holding a large share of the global dating user base...
Investment thesis Our current investment thesis is: PRFT is a high-quality business with good scope to achieve MSD/HSD growth in the coming years, as...
Investment Summary The carve-out of Embecta Corp. (NASDAQ:EMBC) from Becton, Dickinson (BDX) in April last year has failed to materialize a gain in shareholder...