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...
Investment Thesis Waste Management (NYSE:WM) is, according to my calculation and also in historical comparison, at the moment slightly overvalued, but in the long...
Investment Thesis Investment-grade bonds present an attractive opportunity in the current economic climate, with declining inflation and lower growth expectations. Real yields are positive...
Introduction Shares of Shift Technologies (NASDAQ:SFT) have risen 31% YTD. Despite the fact that the company’s shares are trading extremely low by multiples, I...
Investment Summary ProFrac Holding Corp. (NASDAQ:ACDC) is a renowned player in the oil and gas sector, focusing on hydraulic fracturing services. Their expertise lies...
Note: I have covered Nikola Corporation (NASDAQ:NKLA) previously, so investors should view this as an update to my earlier articles on the company. After...