This article was written by Follow I have approximately 13 years of experience trading and researching, specifically relating to central banking and credit cycles....
This article was written by Follow Equity strategist + Co-PM Global Equities [Bernard Holdings]. Objective view on the directional bias of markets. Technical expertise...
This article was written by Follow Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of...
Investment Thesis ANSYS (NASDAQ:ANSS) has been a solid compounder in the past decade, with shares up nearly 300%, vastly outpacing the S&P 500 Index...
Investment Summary Terex Corporation (NYSE:TEX) is a company that specializes in manufacturing industrial equipment that helps industries across the world. Their products are designed...
Relative Performance Starting To Improve ITOCHU Corp. (OTCPK:ITOCY) (OTCPK:ITOCF) results for 4Q and FY 2023 came about as expected. The company earned ¥800.5 billion...
Investment Thesis According to the management, kiosks are the new stars of Shake Shack (NYSE:SHAK). You know, those shiny machines that let you order...
Back in October 2022, I wrote an article about Sibanye Stillwater (NYSE:SBSW), highlighting the long-term strategic shift that management is taking, leveraging its successful...