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Bigcommerce: new product and pricing strategy should help improve business fundamentals
I believe BIGC is well-positioned to capture market share in the growing e-commerce market, particularly in the Enterprise sector. The company's focus...
June 15, 2023, 1:38 am
Oscar health: high growth and improving profitability make it a buy
Oscar Health has been growing exceptionally quickly, continuing to grow revenues at over 50% y/y even though it is now generating more than $1B in qua...
June 14, 2023, 11:34 pm
Carlisle is still one of my favorite building products plays - i say 'buy'
Carlisle Companies is considered an attractive long-term investment in the building materials and engineering sector due to its market-leading ...
June 14, 2023, 11:28 pm
Boxlight: avoid on near-term execution risks and renewed margin pressure
Last month, Boxlight Corporation reported somewhat better-than-expected first quarter results, with both revenues and ...
June 14, 2023, 9:05 pm
Nvr, inc.: recession fears loom over this exceptional homebuilder
NVR has displayed a remarkable track record of growth and profitability with consistent revenue increas...
June 14, 2023, 5:45 pm
Apple: major market correction likely ahead
Apple Inc. is a high-quality company capable of huge profitability and sustained growth. A poor start t...
June 14, 2023, 3:18 pm
Arkf: up 43% ytd, but here's why you should sell (rating downgrade)
ARKF typically selects 35-55 global FinTech stocks that have the potential to disrupt the Financial Services sector. Up 43% YTD, ARKF now manages over...
June 14, 2023, 1:26 pm
Amazon: a top pick for the rest of 2023 and my largest holding
It may be surprising, but Amazon now trades at some discount to mega-cap tech peers. Once a tech darling, Amazon now trades at around half the market ...
June 14, 2023, 12:19 pm
Bark: more than a monthly subscription box for dogs
BARK has developed from a subscription-based business model into a strong brand sold across major retailers. BARK is benefiting from its product line ...
June 14, 2023, 12:03 pm
Nutanix: slow progress
Nutanix's business is proving resilient, despite the tough macro environment. Recent strength must be weighed against the temporary tailwind from supp...
June 14, 2023, 8:35 am
Tandem diabetes care: navigating through rough seas
Tandem Diabetes Care experienced a Q1 2023 financial downturn, yet expects a 10%-12% annual growth rate. Despite weak recent stock performance, Tandem...
June 14, 2023, 4:20 am
Delta air lines: buy the market (technical analysis)
Delta Air Lines demonstrates strong financial performance and resilience in the aftermath of the COVID-19 pandemic, with a bullish outlook for revenue...
June 14, 2023, 1:06 am
Toyota shares hit 16-month high as shareholders endorse board, new ev strategy
Toyota shareholders voted to retain Akio Toyoda as chairman as Japan Inc comes under increasing pressure to engage shareholders to boost ...
June 14, 2023, 12:10 am
Pioneer natural resources: a free cash flow stalwart, compelling valuation
The market's biggest free cash flow yields are seen in the volatile Energy sector. With shares negative YTD, I assert Pioneer Natural's valuation thes...
June 13, 2023, 11:24 pm
The reasons we believe paychex could be an attractive investment
Paychex Inc. is an attractive investment option due to its profitability, efficiency, and dividend hist...
June 13, 2023, 5:45 pm
The chefs' warehouse: differentiation driving value
The Chefs' Warehouse, Inc. is a premium food distributor with a focus on high-quality, artisanal products and strong supplier relationships, catering ...
June 13, 2023, 2:47 pm
Cathie wood says robotaxi revenue is headed toward $4 trillion -- 2 growth stocks to buy now
Ark Invests says autonomous ride-hailing platforms could produce $4 trillion in revenue by 2027 and $9 trillion by 2030. Tesla is the market leader in...
June 13, 2023, 9:02 am
Rpm international: wait a little longer
RPM International's stock has dropped 14.5% and still appears overvalued. The company's revenue growth and pro...
June 13, 2023, 5:58 am
Australia nab business confidence fell to -4, conditions down to -8
Australia’s NAB Business Confidence Index reported a decline in May, dropping from 0 to -4. Furthermore, Business Conditions witnessed a significant...
June 13, 2023, 4:13 am
Raiffeisen: looks materially undervalued even without russia
Raiffeisen shares are still down sharply due to the bank's high exposure to Russia and the impact of sanctions on operations there. The bank will be m...
June 13, 2023, 3:32 am