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Investment Summary The investment case for Merus (NASDAQ:MRUS) is turning far more constructive in my view. Following the last publication in December, shares have...
We have previously covered First Solar (NASDAQ:FSLR) in April 2023, with the stock trading with a massive baked-in premium, mostly attributed to its US-based...
Major developed market central banks around the globe are almost unanimously indicating rate cuts won’t happen until next year, and in some cases have...
Thesis First Advantage (NASDAQ:FA) is a provider of background checks that has evolved under new leadership by adopting a more scalable automated platform and...