Suzano’s Languishing Puts It On The Value Investor’s Hotlist
Suzano benefits structurally from COVID-19 habit changes in its end markets. Check why SUZ stock is a great commodity long that…
Seeking Alpha
Telenor: Q2 2021 Valuation Doesn’t Reflect Performance
Telenor outperformed expectations slightly by managing growth in Q2 2021. Here’s why current valuation fails to take into account…
89bio: Undervalued Contender In Race For First NASH Drug Approval
89bio’s share price return has been poor in 2021, the single-asset risk is high, but data has been good enough to support a higher…
Digital Realty Trust: When A Premium Might Make Sense
DLR is a REIT stock that will make for an interesting investment prospect for the long haul, so long as the world continues to…
JBG SMITH Properties: Consider Some Alternatives
JBG SMITH Properties continues to invest in its growth, but that growth looks fairly slow. While not a bad company, there are…
Zoom: Broadening With Five9
Zoom has reached a massive near $15 billion deal for Five9. The deal is large and makes sense in terms of diversification and…
VMware: Cloud Conversion Is A Great Upside Catalyst
VMware shares have traded choppily all year as investors’ growth appetite has returned. Here’s why I view VMW’s in-progress cloud…
Tilray: A Stock Waiting For Its Next Catalyst
Tilray stock has fallen sharply since it became clear that Senate Democrats did not have the votes to relax Cannabis laws. The…
Celsius Network: A Genius Corporate Structure With An Undervalued Token
In my opinion, the Celsius Network corporate structure is a new paradigm shift that essentially makes depositors into shareholders….
Eneti: Attractive Risk/Reward Due To Business Transition
Eneti (NETI) should have roughly $27/sh in cash and investments when it finishes liquidating the dry bulk fleet. We see substantial…