Nvidia: Fundamentals Matter Less Than Ever
Nvidia’s share price is now more sensitive to market-wide forces than it is to its business fundamentals. Read more…
Tesco: Strong And Stable
Tesco’s excellent performance through Covid-19 is appreciated by customers, and a rebounding economy will boost revenues further….
Alexandria Has High Quality Growth That Fully Justifies The Price Tag
Alexandria has a fast pace of growth and a long runway which could quickly outpace its FFO multiple. Read…
Why I Won’t Be Buying Any FANGs Right Now
Ultra big-cap tech accounts for an increasingly large percentage of major stock market averages.
IPO Update: Brilliant Earth Seeks $250 Million IPO
Brilliant Earth has grown quickly, is profitable, and the IPO appears reasonably valued. Read here to find out more…
Coupang Stock: Starting To Be Too Cheap To Ignore
Coupang stock continues to hit all time lows and it’s becoming too cheap to ignore. Click here to see…
Gilead Sciences, Inc. (GILD) CEO Dan O’Day Presents at Morgan Stanley 19th Annual Global Healthcare Conference (Transcript)
Gilead Sciences, Inc. (NASDAQ:GILD) Morgan Stanley 19th Annual Global Healthcare Conference September 15, 2021 12:30 PM ETCompany…
Boeing’s latest delivery totals suggest risk to full-year targets, analyst says
Boeing > reported August delivery numbers that suggest its full-year delivery target may be at risk, Bank of America…
Focus On Fastly’s Long-Term Growth Story, Buy Now On Weakness
Fastly’s growth momentum remains intact. Price action is tentative, but its inexpensive valuation should help it cross the line….
Advanced Emissions Solutions: How To Build The Watch As Opposed To Asking What Time It Is
ADES should have pro-forma year-end cash of $4.50 to $5 per share.
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