This article was written by Follow I am a chemical engineer with a MS in Food…
Tag: Thesis
Revisiting Houlihan Lokey's Successful Rotation And Thesis
Revisiting Houlihan Lokey's Successful Rotation And Thesis #Revisiting #Houlihan #Lokey039s #Successful #Rotation #Thesis
SoFi: Q1 Earnings Only Solidified My Long Term Thesis
SoFi: Q1 Earnings Only Solidified My Long Term Thesis #SoFi #Earnings #Solidified #Long #Term #Thesis
Exelon: Transmission Demand Charges Up Long-Term Thesis
Exelon: Transmission Demand Charges Up Long-Term Thesis #Exelon #Transmission #Demand #Charges #LongTerm #Thesis
Nvidia: Bullish Thesis Fully Intact
Nvidia: Bullish Thesis Fully Intact #Nvidia #Bullish #Thesis #Fully #Intact
Vale Q1: Still Undervalued? Let's Revisit The Thesis After A Challenging Quarter
Vale Q1: Still Undervalued? Let's Revisit The Thesis After A Challenging Quarter #Vale #Undervalued #Let039s #Revisit…
Secure Waste: Long-Term Thesis Remains Intact
Secure Waste: Long-Term Thesis Remains Intact #Secure #Waste #LongTerm #Thesis #Remains #Intact
UNHappy Ending: How Big Challenges Nuked My UnitedHealth Thesis
UNHappy Ending: How Big Challenges Nuked My UnitedHealth Thesis #UNHappy #Big #Challenges #Nuked #UnitedHealth #Thesis
NVR: Expect Some Weak Quarters, But The Investment Thesis Remains Strong (NYSE:NVR)
This article was written by Follow Tomas Riba is an economist and former Chief Financial Officer.…
Oklo Stock: Bearish Thesis Gains Traction Post Q4 Earnings
Oklo Stock: Bearish Thesis Gains Traction Post Q4 Earnings #Oklo #Stock #Bearish #Thesis #Gains #Traction #Post…
Bear Thesis Crushed As Massive Deal Leaves Bears Speechless: Sun Communities
Bear Thesis Crushed As Massive Deal Leaves Bears Speechless: Sun Communities #Bear #Thesis #Crushed #Massive #Deal…
Cooper-Standard: Strengthening Buy Thesis Despite Earnings Miss (NYSE:CPS)
This article was written by Follow I am a UK-based long-only investor with a strategy which…
On Holding: Building Up My Thesis, Averaging Up On The Stock (NYSE:ONON)
This article was written by Follow I hold a Master’s in Accounting, am a small business…
Micron: Improved Certainty And Low Valuation Support Bullish Thesis
Micron: Improved Certainty And Low Valuation Support Bullish Thesis #Micron #Improved #Certainty #Valuation #Support #Bullish #Thesis
The Trade Desk: Thesis Busted?
The Trade Desk: Thesis Busted? #Trade #Desk #Thesis #Busted
Ferrari: The 2025 Investment Thesis (NYSE:RACE)
This article was written by Follow I aim to invest in companies with perfect qualitative attributes,…
Apple Q1 Reinforces My Sell Thesis, But With One Massive Caveat
This article was written by Follow I have been a keen student of the markets for…
SiTime Corporation: Why There May Be Second Guessing Of The AI Thesis
SiTime Corporation: Why There May Be Second Guessing Of The AI Thesis #SiTime #Corporation #Guessing #Thesis
Anheuser-Busch InBev: Making A U-Turn On My Initial Thesis
This article was written by Follow Vladimir Dimitrov, CFA is a former strategy consultant within the…
Arm Holdings Earnings: Bullish Thesis Hits A Wall
Arm Holdings Earnings: Bullish Thesis Hits A Wall #Arm #Holdings #Earnings #Bullish #Thesis #Hits #Wall