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Footnote: 1. A composite is an aggregation of one or more portfolios into a single group that represents a particular investment objective or strategy....
Investment Thesis In our writeup dated Jan 14, 2023, we were of the view that the substantial underperformance of TH International Limited (NASDAQ:THCH) was...
Flex Ltd. (NASDAQ:FLEX) provides multiple solutions for businesses. The company has achieved a margin that’s significantly above Flex’s long-term history, as the Nextracker segment...
When somebody mentions “yield curve inversion” almost everybody responds in a Pavlovian way with “recession”! And given the bad performance of equities in (some...
Call Start: 14:00 January 1, 0000 2:33 PM ET Iron Mountain Incorporated (NYSE:IRM) RBC Capital Markets Global Communications Infrastructure Conference Call September 27, 2023...
Aytu BioPharma, Inc. (NASDAQ:AYTU) Q4 2023 Earnings Call Transcript September 27, 2023 4:30 PM ET Company Participants Robert Blum – IR Josh Disbrow –...
Investment summary After a number of investment updates, there is no change in the investment rating for Adaptive Biotechnologies Corporation (NASDAQ:ADPT) following my July...
Our Bullish INMD Investment Thesis Failed To Materialize As Expected We previously covered InMode (NASDAQ:INMD) in July 2023, discussing the stock’s discounted valuations and...