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Investors of Biopharma leader Merck & Co., Inc. (NYSE:MRK) didn’t cheer the completion of its recent $10.8B acquisition of Prometheus Biosciences, which I first...
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This article was written by Follow Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the...
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Follow Play Earnings CallPlay Earnings Call Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants...
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Follow Play Earnings CallPlay Earnings Call Dynatrace, Inc. (DT) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST Company Participants Rick...
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50 Top Growth Stocks. Blue Harbinger Market fear has ticked up slightly over the last week as interest rate hikes are expected to resume...
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First Horizon Corporation (NYSE:FHN), the Memphis-based regional financial services powerhouse, has always been a quiet bank that has gone about its business in a...
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The JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) is an income ETF that aims to bring investors a high yield while limiting risk. JPST invests in...
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The Social Media Investment Thesis Remains Robust Under Mark Zuckerberg’s Leadership We previously covered Meta Platforms, Inc. (NASDAQ:META) in June 2023, comparing its Quest...
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Following our recent publication of Compagnie Générale des Établissements Michelin (OTCPK:MGDDF)(OTCPK:MGDDY) with a positive view on the latest acquisition and a clear growth path...
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Get ahead of the market by subscribing to Seeking Alpha’s Stocks to Watch, a preview of key events scheduled for the coming week. The...
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Meta’s (NASDAQ:META) hugely successful launch of Threads broke the record for fastest growth to 10m users (within 2 hours of launch the platform had...
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The Dry Bulker Investment Thesis Proves Compelling After The Deep Pullback We previously covered Golden Ocean Group (NASDAQ:GOGL) in March 2023, highlighting the early...
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Investment thesis Our current investment thesis is: VSCO owns two leading brands in the industry but is facing increased competition and declining relevance as...
