Crowdstrike: priced for perfection (rating downgrade)

CrowdStrike shares have seen a strong revaluation since December 2022, but now appear overvalued, and t...

October 15, 2023, 10:50 pm

New york office risks remain, but vornado is appropriately discounted

Office REITs experienced a significant positive revaluation in the first half of 2023, but the recovery...

October 11, 2023, 3:05 pm

Ares capital: a magnificent 10% yield to buy and hold forever

Bargains are available in the high-yield market, including in the BDC sector. Ares Capital is a well-run, reliable BDC with a 10% yield (with good cor...

October 9, 2023, 12:33 pm

Upstart: this is a great time to load up the truck

Upstart, a FinTech start-up, has faced challenges due to high interest rates and investor skepticism, leading to a decline in its valuation and key me...

September 14, 2023, 3:55 am

Western digital: the unfolding m&a narrative you can't afford to ignore

Western Digital shows strong indicators of potential M&A activity, including discussing separating its Flash and HDD business units. WDC's diverse por...

September 5, 2023, 3:15 am

Planet fitness: the king of an asset-light business

The recent acquisition has significantly changed Planet Fitness's business structure, leading to a market reva...

July 24, 2023, 11:38 pm

Li auto: top value for ev investors

Li Auto delivered a record 32,575 electric vehicles in June, outpacing Chinese EV rivals NIO and XPeng, despite pricing pressure and slowing demand in...

July 5, 2023, 12:48 am

Virgin galactic: a critical milestone

Virgin Galactic announced the commencement of commercial spaceflights, marking a critical milestone for the company. The market for tourism space flig...

June 22, 2023, 5:33 am

Charles schwab: massive revaluation potential in 2023

Charles Schwab attracted $20.7B in core net new assets in May. Total client assets to $7.65T, showing 5% Y/Y growth. The financial services company is...

June 19, 2023, 3:58 am

A black swan event to trigger the gold price revaluation [video]

The precious metals expert analyses the growing momentum of indisputable changes observable on the gold market since the Basel III implementation and ...

June 16, 2023, 5:29 pm

Growing tech firm trends toward positive ebitda

Source: Rob Goff (4/28/23) revaluation of this Canadian software company depends on its accretive acqui...

May 4, 2023, 9:15 am

Revolut faces $15 billion valuation cut by key shareholder

One of Revolut's most steadfast investors, Schroders, has reduced the fintech giant's valuation by approximately $15 billion, marking a 46% write-down...

April 24, 2023, 11:29 am

Baidu: the case for upside revaluation in 2023

Baidu is seeing strong recovery momentum. Despite an 80% return since October, I believe BIDU stock has upside potential....

March 7, 2023, 4:09 am

Inozyme pharma: rare disease player merits revaluation higher after poc data

Shares are down 58% over the past year. Enzyme replacement therapy is an attractive area of drug development with less risk than more exotic modalitie...

February 21, 2023, 4:51 pm

Spire global's growth could bring profits in 2024 but revaluation earlier

Spire is a leading global provider of valuable space-based data, analytics, and space services. The company is reasonably valued and also undervalued ...

February 17, 2023, 4:36 am

Jpmorgan sees sustained rally in chinese equities, upgrades property bonds on recovery prospects

JPMorgan Private Bank sees revaluation upside on China reopening momentum, while property bonds get upg...

January 17, 2023, 7:59 am

That major revaluation of gold is coming

Source: Barry Dawes (1/12/23) Barry Dawes of Martin Place Securities takes a look at multiple charts in the resource sector to tell you where he belie...

January 13, 2023, 3:15 pm

China mainland and hk shares rising, yuan too

The reopening trade, and the propping up of property, continues to provide a tailwind for China.

China stocks higher on the session:

O...

January 9, 2023, 1:56 am

Pboc sets usd/ cny reference rate for today at 7.0899 (vs. estimate at 7.0896)

People's Bank of China set the onshore yuan (CNY) reference rate for the trading session ahead.

A massive ...

November 14, 2022, 1:17 am

Amazon: strong case for revaluation

Amazon has delivered strong advertising growth despite facing macroeconomic headwinds and tough comps. Compared to the 2019 quarter, advertising reven...

July 31, 2022, 3:05 am