This article was written by Follow Striving to uncover long-term investment opportunities (10+ years) through in-depth research and analysis. Nexus Research seeks to evaluate...
This article was written by Follow Manika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment...
This article was written by Follow Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial...
By Eric Winograd, Adriaan du Toit, Katrina Butt, Armando Armenta, Markus Schneider The Macro Picture Last quarter we highlighted the resilience of the global...
Swedish telecommunications giant, Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC) faces a challenging landscape with a 10% YoY sales drop, a net loss, and ongoing negative cash...
Since my last article on Under Armour (UAA) (NYSE:UA) written in June, titled “Finding Hope Amidst Under Armour’s Challenging Outlook,” as I predicted, the...
Photronics, Inc. (NASDAQ:PLAB) is a global player operating in the semiconductor and LCD screen market. It enjoys good financial ratings, in particular Revenue and...
Thesis Match Group, Inc. (NASDAQ:MTCH) holds a dominant position in the online dating industry, holding a large share of the global dating user base...
Investment thesis Our current investment thesis is: PRFT is a high-quality business with good scope to achieve MSD/HSD growth in the coming years, as...
Investment Summary The carve-out of Embecta Corp. (NASDAQ:EMBC) from Becton, Dickinson (BDX) in April last year has failed to materialize a gain in shareholder...
Omnicom Group Inc. (NYSE:OMC) Q3 2023 Earnings Conference Call October 18, 2023 4:30 PM ET Company Participants Gregory Lundberg – Senior Vice President, Investor...