Investment thesis Our current investment thesis is: IDEXX growth and margins are highly attractive, with no real financial downsides. Commercially, IDEXX has transitioned toward...
Investment Thesis CME Group (NASDAQ:CME) is currently down over 25% from its all-time high last year, as the financial companies continue to face pressure...
Introduction Affirm Holdings Inc. (NASDAQ:AFRM) is a financial technology company that offers a platform for consumers to pay for items in fixed monthly installments....
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...