This article was written by Follow Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During...
Evolving supply and demand drivers helped to push copper prices to all-time highs in 2025, despite trade-related volatility and weak demand from traditional, cyclical...
Overview After 5 consecutive quarters of cost-cutting and attaining profitability in 4Q22, management announced their decision to pivot to reinvestment mode in Shopee in...
The WMT Investment Thesis Remains Robust Walmart (NYSE:WMT) is a stock that requires no introductions, due to its growing eCommerce presence, large retail footprint...
Graham Corporation (NYSE:GHM) recently delivered beneficial expectations about 2024, including EBITDA growth and net sales growth. GHM is also expected to benefit significantly from...
Investment Thesis As the largest global merchant supplier of photomasks, Photronics (NASDAQ:PLAB) enjoys a strong competitive position in a market with massive secular tailwinds....
Verizon Communications Inc. (NYSE:VZ) is suffering a new period of stock price weakness which, in my view, is a compelling opportunity, particularly for passive...