The Trade Desk: Solimar’s Optimism Looks Priced In For Now
Trade Desk recently launched its Solimar platform to take measurable advertising to a whole new level. See why we move our rating…
Seeking Alpha
Oil And Gas Companies Battle The Net-Zero Tsunami
Net Zero is a tsunami of a movement, but there is a lot hype propelling it. Most of the complexities of the transition have been…
Thoughts On Nucor’s Q2 2021 Earnings
Nucor easily beat its Q2 2021 earnings and sales expectations. Click here to see why I think investors should buy shares during…
Chinese Internet Stocks: Resistance Is Futile
Chinese Internet Weekly: The fate of U.S.-listed Chinese equities, Investor impact if tutoring companies turn non-profit, Positive…
Vaxart: World’s First Oral COVID Vaccine In Development
Vaxart’s (VXRT) oral COVID vaccine, if successfully developed, is a game changer for ending the pandemic globally. See if that…
IDEXX Laboratories: This Growth Name Is On Fire
IDEXX Laboratories has seen impressive revenue and margin growth in recent years. I highlight the balance sheet, valuation, outlook,…
Etsy: Poised To Outperform As Platform Grows, Stock Could Potentially Double
Etsy has benefited from strong buyer growth during the pandemic. Read more to see why I think ETSY stock could double its valuation….
Envestnet: Staying Neutral Despite Ambitious Investor Day Targets
Envestnet outlined its medium-term plans and an accelerated growth strategy at its recent investor day event. Read more to see…
Couchbase: Solid Base?
Couchbase has seen a solid public offering as valuations were quite reasonable at the offer price. Find out why I BASE is an…
Sentiment Speaks: I Guess The Market Does Not Fear Covid – So Should You?
Despite many media reports and articles claiming otherwise, the market is not directed by the Covid variant news. We are in a…