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Shift4 payments: compressed margins despite robust growth
Despite its robust revenue growth at a 4-year average of 38%, FOUR's gross margins had declined from 25.1% in 2018 to 20.36%. We ...
June 24, 2022, 2:20 pm
Exxon mobil: lower returns ahead
Exxon Mobil looks cheap on a forward P/E basis, but a look at its CAPE ratio and true earnings tells a different story. We compare Exxon to other supe...
June 22, 2022, 3:09 am
Similarweb: bullish on accelerating demand for web-traffic analysis
I am bullish on Similarweb stock as I believe the company will see sustained multi-year tailwinds from the demand for web-traffic and data analysis. S...
June 21, 2022, 3:48 pm
Pagseguro: digital banking on the rise
As the 5th largest merchant acquirer in Brazil, we analyzed its diversification into the digital bankin...
June 17, 2022, 10:45 am
Msci: this might be the most attractive business in the world
MSCI is one of the highest-quality companies we have ever analyzed. It has an extraordinary business mo...
June 16, 2022, 12:40 am
Bilibili: appreciate any share price weakness as a buying opportunity
Bilibili stock was up as much as 30% since I have initiated coverage. However, after Q1 2022 reports, the stock fell 15% on a single day. In this arti...
June 10, 2022, 4:21 pm
Medicinova posts promising data from covid-19 treatment candidate
MediciNova Inc (NASDAQ: MNOV) says the Phase 2 trial of MN-166 (ibudilast) in hospitalized COVID-19 patients demonstrated significant improvements ...
June 8, 2022, 9:15 am
Skye bioscience enters research agreements with university of eastern piedmont and spanish research council
Skye Bioscience inc (OTCQB:SKYE) said it has signed new research agreements with the University of Eastern Piedmont (UPO) in Italy and the Spanish Re...
June 7, 2022, 7:40 am
Intel: 3 new segments, $20 billion in revenue
Following its business reorganization, we examined its 3 reclassified segments including NEX which we broke down its revenues into its products with a...
June 6, 2022, 6:01 pm
Cn to utilize new wabtec software providing network visibility
Canadian railway CN will be using new and advanced software from rail technology provider Wabtec that both parties say could be a major step toward ne...
June 6, 2022, 1:40 pm
Skyworks: sky5 capitalizing on the 5g trend
We analyzed the company's Sky5 platform, its highly integrated RFFE portfolio that supports the demand ...
June 3, 2022, 7:13 am
Lululemon posts ‘remarkable' earnings, retailer bests pandemic performance: analyst
Barclays Consumer Discretionary Analyst Adrienne Yih analyzes Lululemon's Q1 earnings beat, how the fit...
June 2, 2022, 11:56 pm
Why upstart, nu holdings, and stoneco are rising today
Fintech stocks are enjoying some reprieve as the market analyzes new economic data today....
June 2, 2022, 2:12 pm
Amazon: mega-cap stock at a bargain
In this analysis, we analyzed Amazon's physical stores business and determined its advantage through it...
May 31, 2022, 2:00 pm
Tripadvisor: superior experiences & dining segment growth
We analyzed Tripadvisor's Experiences & Dining (E&D), segment as it has superior revenue growth at a 5-...
May 26, 2022, 6:22 pm
Petmed express: 'autoship & save' program key driver of growth
We analyzed its AutoShip & Save program which was introduced in 2021 and expect it to contribute to hig...
May 26, 2022, 10:36 am
Amazon shareholders vote down warehouse safety proposals at annual meeting
The shareholders rejected proposals with the potential to analyze and change Amazon's quota system....
May 25, 2022, 3:45 pm
Texas instruments: automotive growth continues
We focused on its automotive business and analyzed its products including power semiconductors and see ...
May 23, 2022, 6:48 pm
Exclusive-french baby formula maker danone sharply ramps up u.s. shipments
Aptamil maker Danone SA has stepped up shipments of infant formula from Europe to the United States, according to U.S. customs data and shipping consu...
May 20, 2022, 1:08 am
Apple: upgraded to a buy rating, despite smartphone headwinds
We analyzed the headwinds in the smartphone market caused by geopolitics risks, component shortages, pr...
May 18, 2022, 5:48 pm