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Investment Thesis Graphic Packaging Holding Company’s (NYSE:GPK) revenue and earnings more than doubled over the past 8 years. But acquisitions accounted for a big...
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Q1: 2026-04-21 Earnings Summary EPS of $1.20 beats by $0.00 | Revenue of $1.68B (-1.92% Y/Y) misses by $32.86M This article was written by Follow...
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Operator Good day, and thank you for standing by. Welcome to the Intuitive First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised...
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This article was written by Follow I spent 30 years in the institutional trenches as a trader, analyst, and portfolio manager, eventually running the...
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Compact sedans and hatchbacks don’t get the love they used to these days, with everyone hung up on SUVs. However, those in the know...
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The aim of this thesis is to assess how the Invesco PHLX Semiconductor ETF’s (NASDAQ:SOXQ) holdings will be impacted by the emergence of Huawei’s...
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This is reprinted by permission from . Prenuptial or premarital agreements, often called “prenups,” have a reputation for being a tool the ultra-wealthy use...
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Investment Thesis AutoZone (NYSE:AZO) is an easy to understand business that is in a completely anti-cyclical sector. In the last 5 years, AZO has...
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This is reprinted by permission from . After more than a decade with Amazon Prime, online shoppers have gotten used to receiving their purchases...
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I hope everyone had a great Labor Day weekend! Let’s jump right into this week’s newsletter. On Friday of last week, the US economic...
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When a company’s revenue falls, so does its stock price – most of the time. But that wasn’t the case this time for NetDragon...
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By Scott Welch, CIMA “Price is what you pay, value is what you get.” “It is better to buy a wonderful company at a...
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Block Inc. Is Trading At A Discount And Holds Strong Long-Term Upside Potential Block, Inc. (NYSE:SQ), formerly known as Square, Inc., the prominent fintech...
