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Marketing automation company, Klaviyo, Inc. (NYSE:KVYO), earned a first-day valuation of $9.2 billion, after going public this week. Klaviyo is part of a new...
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Tessa RomeroJPMorgan Chase & Co, Research Division Welcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Tessa Romero, and I’m one...
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Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin...
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This article was written by Follow With a background as a RN, I analyze healthcare-related stocks by evaluating clinical data, treatment guidelines, and market...
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Thesis Exxon Mobil (NYSE:XOM) is generating massive amounts of free cash flow. They have done a lot of deleveraging over the past few years...
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Investors are always looking to move their capital to sectors that can offer the greatest returns. We believe a commodity super-cycle is underway that...
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Investment thesis Our current investment thesis is: Jill’s growth has been underwhelming, as its niche demographic and competitive pressures have impeded the company’s progress....
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Ares Commercial Real Estate Corporation (NYSE:ACRE) is a commercial real estate investment trust with a large portfolio of senior commercial mortgage loans. Though the...
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Digital marketing agency network S4 Capital (OTCPK:SCPPF) is one of my worst-performing holdings at the moment and has been a crushing disappointment to me....
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With all the discussion and coverage of artificial intelligence, one might think the data, the understanding, the concerns were all understood and available to...
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Investment thesis We view Kyowa Kirin (OTCPK:KYKOF) shares as being a cheap option on the positive outcome for the atopic dermatitis (eczema) drug currently...
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Last Week’s Sell-Off Was Expected, Did We Buy Too Soon, No, and Here’s Why In my last missive, the title was “Get Your Shopping...
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Since our last update on Deutsche Post AG (DHL Group (OTCPK:DPSTF) (OTCPK:DHLGY)), the company is back to an exciting stock price entry point (Fig...
