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...
Investment Summary The investment case for Merus (NASDAQ:MRUS) is turning far more constructive in my view. Following the last publication in December, shares have...
We have previously covered First Solar (NASDAQ:FSLR) in April 2023, with the stock trading with a massive baked-in premium, mostly attributed to its US-based...
Major developed market central banks around the globe are almost unanimously indicating rate cuts won’t happen until next year, and in some cases have...
Thesis First Advantage (NASDAQ:FA) is a provider of background checks that has evolved under new leadership by adopting a more scalable automated platform and...