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Naga group posts 51% revenue rise in h1 2022, will re-enter uk

NAGA Group (XETRA: N4G) has published its half-yearly financials...

December 29, 2022, 1:01 pm

Aurora cannabis may turn around in 2023

Aurora Cannabis Inc. guided for positive adjusted ebitDA by Dec 31, 2022. The company's profitability p...

December 29, 2022, 11:40 am

Altair engineering: strong business fundamentals and expanding margins

ALTR has healthy business fundamentals that I believe are not fully reflected in the stock price. Automotive remains a strong market for the long term...

December 28, 2022, 1:07 pm

Tesla: a christmas gift

After slumping 45% since warning of major headwinds on deck for Tesla, shares have reached an attractive level on a fundamental basis. EV/...

December 27, 2022, 9:05 pm

Estee lauder: the weakest link

Estée Lauder ranks amongst the industry leaders in terms of valuation, edging L'Oréal on P/E and EV/ebit...

December 27, 2022, 5:28 pm

Is at&t stock a good buy for 2023?

We touch upon some attractive facets of the AT&T story. T's relatively superior operating dynamics (versus most of its large peers) have not been appr...

December 27, 2022, 12:37 pm

Tesla: perfect opportunity to buy

Tesla, Inc. has demonstrated excellent financial results. The company's Q3 2022 revenue was up by 56% YoY and ...

December 27, 2022, 12:06 pm

Visa (v) completed a double correction and rally

Visa Inc. (V) is an American multinational financial services corporation headquartered in San Francisco, California. It facilitates electronic funds ...

December 26, 2022, 4:34 pm

My top 2023 pick: genesis energy

Genesis Energy had a positive year featuring multiple "beat and raise" quarters and issuing healthy guidance for 2023, yet units are down 20% from ear...

December 26, 2022, 2:52 am

International seaways: a record-high ebitda, but it's not over yet

International Seaways reported a record-high ebitDA and net income. Commodity market dynamics will keep...

December 25, 2022, 6:29 am

Abb: a counterintuitive top pick for 2023

ABB shares are down ~(21%) YTD as FY ‘22 comes to a close, even lagging the Euro STOXX Industrials index which is down ~(16%) YTD. After a rough 1H,...

December 25, 2022, 5:13 am

Lanxess ag: cheap european chemical stock still below the radar of many value investors

Lanxess falls squarely into the category of significantly dislocated equities, with strong cash flows well suited to weather the current uncertain eco...

December 25, 2022, 4:33 am

Ftc wants mastercard to share data with other payment networks

The Federal Trade Commission (FTC) wants Mastercard to share card data with competing payment networks.  Under a proposed order announced Frida...

December 23, 2022, 9:36 pm

Black rifle coffee company needs to drastically expand its client base

Massive drop in ebitDA from positive numbers in 2019 and 2020. Negative free cash flow....

December 23, 2022, 4:03 pm

Hims & hers health: the ultimate pick for 2023

Hims & Hers Health is a telehealth company which solves two major issues for patients in modern healthcare: it provides easier access to physicians an...

December 23, 2022, 3:52 pm

Cex.io's jonathan wykes on crypto darwinism, regulation and rebuilding trust

At the recent FMLS, whilst the dust from the FTX collapse was still settling, Jonathan Wykes, MD for UK and Europe at CEX.IO, took time out to sit ...

December 22, 2022, 1:17 pm

Mammoth energy: higher equipment utilization driving sustainable ebitda growth, initiate with a buy rating

Strong U.S. demand for frac services continues to drive growth for TUSK. TUSK forecasts a further 70% increase in frac equipment utilization over the ...

December 21, 2022, 5:09 pm

Livent: perfect opportunity to buy

Revenue totaled $231.6 mln (+124% y/y), in line with our estimate of $236 mln. The company's ebitDA tot...

December 21, 2022, 10:34 am

Angi: 10 reasons to be hopeful

Angi shares have been decimated, falling 80% year-to-date as key operational metrics (number of service providers, service request completions) have c...

December 20, 2022, 8:57 pm

Burckhardt compression: order intake passed one billion swiss francs

Since the start of the fiscal year on April 1st 2022, Burckhardt Compression’s order intake passed one billion Swiss francs, a new milestone in the ...

December 20, 2022, 4:29 pm


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