Investors of Biopharma leader Merck & Co., Inc. (NYSE:MRK) didn’t cheer the completion of its recent $10.8B acquisition of Prometheus Biosciences, which I first...
First Horizon Corporation (NYSE:FHN), the Memphis-based regional financial services powerhouse, has always been a quiet bank that has gone about its business in a...
The Social Media Investment Thesis Remains Robust Under Mark Zuckerberg’s Leadership We previously covered Meta Platforms, Inc. (NASDAQ:META) in June 2023, comparing its Quest...
Following our recent publication of Compagnie Générale des Établissements Michelin (OTCPK:MGDDF)(OTCPK:MGDDY) with a positive view on the latest acquisition and a clear growth path...
Meta’s (NASDAQ:META) hugely successful launch of Threads broke the record for fastest growth to 10m users (within 2 hours of launch the platform had...
The Dry Bulker Investment Thesis Proves Compelling After The Deep Pullback We previously covered Golden Ocean Group (NASDAQ:GOGL) in March 2023, highlighting the early...
Investment thesis Our current investment thesis is: VSCO owns two leading brands in the industry but is facing increased competition and declining relevance as...