This article was written by Follow Alberto holds a Master’s degree in Business Economics. During his academic career he acquired an extensive managerial and...
This article was written by Follow As a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading,...
This article was written by Follow Full time trader and investor. Instead of lengthy and boring articles, I prefer writing concise arguments about value...
Thesis My thesis here is really simple. I will argue that Google (NASDAQ:GOOG) and Meta Platforms’ (NASDAQ:META) AI potential are mispriced. And I will...
Introduction Duolingo (NASDAQ:DUOL) is the most popular global language learning app with 72.6m monthly active users. The business offers a freemium model where language...
By Jeff Shen, PhD, Travis Cooke, CFA, and Rich Mathieson In recent decades, the macroeconomic and market backdrop created a favorable environment for investors....
Recommendation I reiterate my recommendation to stay neutral for SolarWinds Corporation (NYSE:SWI). My previous stance was that there are many things to dislike in...
Introduction iShares MSCI USA Value Factor ETF (BATS:VLUE), listed on the Cboe BZX exchange, is an exchange-traded fund that invests in mid- and large-cap...
AT&T Inc. (NYSE:T) J.P. Morgan 51st Annual Global Technology, Media and Communications Conference Transcript May 22, 2023 5:10 PM ET Executives John Stankey –...
Dropbox, Inc. (NASDAQ:DBX) 51st Annual J.P. Morgan Global Technology, Media and Communications Conference May 22, 2023 4:30 PM ET Company Participants Tim Regan –...