This article was written by Follow Buyside analyst covering global stocks on Seeking Alpha since 2018. I’ve been investing personally and professionally across major...
Shopify’s (NYSE:SHOP) stock has moved higher in recent months on the back of stable growth and the abandonment of its capital-intensive logistics initiative. The...
Investment thesis Our current investment thesis is: JHG has struggled with growth, as investors are increasingly unconvinced by the value offered by active management....
Introduction ImmunoGen (NASDAQ:IMGN) is a commercial-stage biotech firm focused on developing innovative antibody-drug conjugates (ADCs) to enhance cancer treatment. These targeted therapies boast improved...