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Author Archive - Ricardo Pillai

Broadcom Inc. (AVGO): A Bull Case Theory

We came across a bullish thesis on Broadcom Inc. (AVGO) on Sanjiv’s Substack. In this article, we will summarize the bulls’ thesis on AVGO. Broadcom Inc.

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June 9 - News, Stock Analysis

MSA Safety Incorporated (MSA): A Bull Case Theory

We came across a bullish thesis on MSA Safety Incorporated (MSA) on Andvari’s Substack by Douglas OTT. In this article, we will summarize the bulls’ thesis on MSA.

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June 9 - News, Stock Analysis

Ferrari N.V. (RACE): A Bull Case Theory

We came across a bullish thesis on Ferrari N.V. (RACE) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on RACE. Ferrari N.V.

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June 9 - News, Stock Analysis

Photronics, Inc. (PLAB): A Bull Case Theory

We came across a bullish thesis on Photronics, Inc. (PLAB) on Enterprising Investor’s Substack by Tyler Moody.

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June 9 - News, Stock Analysis

Accenture plc (ACN): A Bull Case Theory

We came across a bullish thesis on Accenture plc (ACN) on Business Model Mastery’s Substack. In this article, we will summarize the bulls’ thesis on ACN.

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June 9 - News, Stock Analysis

StoneCo Ltd. (STNE): A Bear Case Theory

We came across a bearish thesis on StoneCo Ltd. (STNE) on Quipus Capital’s Substack. In this article, we will summarize the bears’ thesis on STNE. StoneCo Ltd.

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June 9 - News, Stock Analysis

PagSeguro Digital Ltd. (PAGS): A Bear Case Theory

We came across a bearish thesis on PagSeguro Digital Ltd. (PAGS) on Quipus Capital’s Substack. In this article, we will summarize the bears’ thesis on PAGS.

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June 9 - News, Stock Analysis

DocuSign, Inc. (DOCU): A Bear Case Theory

We came across a bearish thesis on DocuSign, Inc. (DOCU) on Deep Value Returns’ Substack. In this article, we will summarize the bears’ thesis on DOCU. DocuSign, Inc.

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June 9 - News, Stock Analysis

Micron Technology, Inc. (MU): A Bull Case Theory

We came across a bullish thesis on Micron Technology, Inc. (MU) on Daniel Romero’s Substack. In this article, we will summarize the bulls’ thesis on MU.

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June 9 - News, Stock Analysis

ClearPoint Neuro, Inc. (CLPT): A Bull Case Theory

We came across a bullish thesis on ClearPoint Neuro, Inc. (CLPT) on M.V. Cunha’s Substack. In this article, we will summarize the bulls’ thesis on CLPT.

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June 9 - News, Stock Analysis

Shift4 Payments, Inc. (FOUR): A Bull Case Theory

We came across a bullish thesis on Shift4 Payments, Inc. (FOUR) on Iceman Capital’s Substack. In this article, we will summarize the bulls’ thesis on FOUR.

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June 9 - News, Stock Analysis

Dollar Tree, Inc. (DLTR): A Bull Case Theory

We came across a bullish thesis on Dollar Tree, Inc. (DLTR) on Tsoh Investment Research’s Substack. In this article, we will summarize the bulls’ thesis on DLTR.

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June 9 - News, Stock Analysis

James Hardie Industries plc (JHX): A Bull Case Theory

We came across a bullish thesis on James Hardie Industries plc (JHX) on Directionally Correct Research’s Substack by Will Powers.

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June 9 - News, Stock Analysis

Cooper-Standard Holdings Inc. (CPS): A Bull Case Theory

We came across a bullish thesis on Cooper-Standard Holdings Inc. (CPS) on Deep Value Capital's Substack. In this article, we will summarize the bulls’ thesis on CPS.

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June 9 - News, Stock Analysis

XPEL, Inc. (XPEL): A Bull Case Theory

We came across a bullish thesis on XPEL, Inc. (XPEL) on Leeder Capital’s Substack. In this article, we will summarize the bulls’ thesis on XPEL. XPEL, Inc.

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June 9 - News, Stock Analysis

Roku, Inc. (ROKU): A Bull Case Theory

We came across a bullish thesis on Roku, Inc. (ROKU) on The Finance Corner’s Substack by Kostadin Ristovski.

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June 9 - News, Stock Analysis

Harmony Biosciences Holdings, Inc. (HRMY): A Bull Case Theory

We came across a bullish thesis on Harmony Biosciences Holdings, Inc. (HRMY) on Capital Curiosity’s Substack by Taylor Nichols.

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June 9 - News, Stock Analysis

IRSA Inversiones y Representaciones Sociedad Anónima (IRS): A Bull Case Theory

We came across a bullish thesis on IRSA Inversiones y Representaciones Sociedad Anónima (IRS) on From 0 to 1 in the Stock Market’s Substack by Giuliano.

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June 9 - News, Stock Analysis

Rocket Lab USA, Inc. (RKLB): A Bull Case Theory

We came across a bullish thesis on Rocket Lab USA, Inc. (RKLB) on Lorenzo Bastianelli’s Substack. In this article, we will summarize the bulls’ thesis on RKLB.

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June 9 - News, Stock Analysis

Primerica, Inc. (PRI): A Bull Case Theory

We came across a bullish thesis on Primerica, Inc. (PRI) on Value Investing subreddit by PortlandCatLover. In this article, we will summarize the bulls’ thesis on PRI.

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June 9 - News, Stock Analysis

Eli Lilly and Company (LLY): A Bull Case Theory

We came across a bullish thesis on Eli Lilly and Company (LLY) on Business Model Mastery’s Substack. In this article, we will summarize the bulls’ thesis on LLY.

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June 9 - News, Stock Analysis

Kingsway Financial Services Inc. (KFS): A Bull Case Theory

We came across a bullish thesis on Kingsway Financial Services Inc. (KFS) on The Hermit’s Substack. In this article, we will summarize the bulls’ thesis on KFS.

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June 9 - News, Stock Analysis

Crocs, Inc. (CROX): A Bull Case Theory

We came across a bullish thesis on Crocs, Inc. (CROX) on The Finance Corner’s Substack by Kostadin Ristovski.

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June 9 - News, Stock Analysis

Floor & Decor Holdings, Inc. (FND): A Bull Case Theory

We came across a bullish thesis on Floor & Decor Holdings, Inc. (FND) on Summit Stock’s Substack. In this article, we will summarize the bulls’ thesis on FND.

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June 9 - News, Stock Analysis

Hims & Hers Health, Inc. (HIMS): A Bull Case Theory

We came across a bullish thesis on Hims & Hers Health, Inc. (HIMS) on M. V. Cunha’s Substack. In this article, we will summarize the bulls’ thesis on HIMS.

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June 9 - News, Stock Analysis

Lemonade, Inc. (LMND): A Bull Case Theory

We came across a bullish thesis on Lemonade, Inc. (LMND) on Investment Ideas by Antonio’s Substack by Antonio Linares.

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June 9 - News, Stock Analysis

CoreWeave, Inc. (CRWV): A Bull Case Theory

We came across a bullish thesis on CoreWeave, Inc. (CRWV) on Outperforming the Market’s Substack by Simple Investing.

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June 9 - News, Stock Analysis

Airbnb, Inc. (ABNB): A Bear Case Theory

We came across a bearish thesis on Airbnb, Inc. (ABNB) on Wolf of Harcourt Street’s Substack. In this article, we will summarize the bears’ thesis on ABNB. Airbnb, Inc.

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June 9 - News, Stock Analysis

NIKE, Inc. (NKE): A Bull Case Theory

We came across a bullish thesis on NIKE, Inc. (NKE) on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on NKE. NIKE, Inc.

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June 9 - News, Stock Analysis

Strategy Incorporated (MSTR): A Bull Case Theory

We came across a bullish thesis on Strategy Incorporated (MSTR) on X.com by Chris Millas. In this article, we will summarize the bulls’ thesis on MSTR.

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June 9 - News, Stock Analysis

Jackson Financial Inc. (JXN): A Bull Case Theory

We came across a bullish thesis on Jackson Financial Inc. (JXN) on Miroslav Štěpánek's Substack. In this article, we will summarize the bulls’ thesis on JXN.

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June 9 - News, Stock Analysis

American Coastal Insurance Corporation (ACIC): A Bull Case Theory

We came across a bullish thesis on American Coastal Insurance Corporation (ACIC) on Miroslav Štěpánek’s Substack.

Keep Reading →

June 9 - News, Stock Analysis

Northern Dynasty Minerals Ltd. (NAK): A Bull Case Theory

We came across a bullish thesis on Northern Dynasty Minerals Ltd. (NAK) on TripleS Special Situations’s Substack by Tiny Stock Ninja.

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June 9 - News, Stock Analysis

American Tower Corporation (AMT): A Bull Case Theory

We came across a bullish thesis on American Tower Corporation (AMT) on FindingMoats’ Substack. In this article, we will summarize the bulls’ thesis on AMT.

Keep Reading →

June 9 - News, Stock Analysis

Advance Auto Parts, Inc. (AAP): A Bull Case Theory

We came across a bullish thesis on Advance Auto Parts, Inc. (AAP) on Deep Value Capital’s Substack. In this article, we will summarize the bulls’ thesis on AAP.

Keep Reading →

June 9 - News, Stock Analysis

AST SpaceMobile, Inc. (ASTS): A Bull Case Theory

We came across a bullish thesis on AST SpaceMobile, Inc. (ASTS) on Chit Chat Stock’s Substack. In this article, we will summarize the bulls’ thesis on ASTS.

Keep Reading →

June 9 - News, Stock Analysis

Barnes & Noble Education, Inc. (BNED): A Bear Case Theory

We came across a bearish thesis on Barnes & Noble Education, Inc. (BNED) on Monopolistic Investor’s Substack by Antoni Nabzdyk.

Keep Reading →

June 9 - News, Stock Analysis

Helen of Troy Limited (HELE): A Bull Case Theory

We came across a bullish thesis on Helen of Troy Limited (HELE) on Value Investing subreddit by Individual_Buy7254.

Keep Reading →

June 9 - News, Stock Analysis

Relay Therapeutics, Inc. (RLAY): A Bull Case Theory

We came across a bullish thesis on Relay Therapeutics, Inc. (RLAY) on Steve Wagner’s Substack. In this article, we will summarize the bulls’ thesis on RLAY.

Keep Reading →

June 9 - News, Stock Analysis

Costco Wholesale Corporation (COST): A Bull Case Theory

We came across a bullish thesis on Costco Wholesale Corporation (COST) on Sanjiv’s Substack. In this article, we will summarize the bulls’ thesis on COST.

Keep Reading →

June 9 - News, Stock Analysis

Oscar Health, Inc. (OSCR): A Bull Case Theory

We came across a bullish thesis on Oscar Health, Inc. (OSCR) on FJ Research’s Substack. In this article, we will summarize the bulls’ thesis on OSCR. Oscar Health, Inc.

Keep Reading →

June 9 - News, Stock Analysis

Rubrik, Inc. (RBRK): A Bull Case Theory

We came across a bullish thesis on Rubrik, Inc. (RBRK) on Deep Value Returns’ Substack. In this article, we will summarize the bulls’ thesis on RBRK. Rubrik, Inc.

Keep Reading →

June 9 - News, Stock Analysis

Cardio Diagnostics Holdings, Inc. (CDIO): A Bull Case Theory

We came across a bullish thesis on Cardio Diagnostics Holdings, Inc.(CDIO) on Stock Pursuit’s Substack. In this article, we will summarize the bulls’ thesis on CDIO.

Keep Reading →

June 9 - News, Stock Analysis

Entravision Communications Corporation (EVC): A Bull Case Theory

We came across a bullish thesis on Entravision Communications Corporation (EVC) on The Value Road's Substack. In this article, we will summarize the bulls’ thesis on EVC.

Keep Reading →

June 9 - News, Stock Analysis

TransMedics Group, Inc. (TMDX): A Bull Case Theory

We came across a bullish thesis on TransMedics Group, Inc. (TMDX) on Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on TMDX.

Keep Reading →

June 9 - News, Stock Analysis

Alphabet Inc. (GOOGL): A Bull Case Theory

We came across a bullish thesis on Alphabet Inc. (GOOGL) on Sergey’s Substack. In this article, we will summarize the bulls’ thesis on (GOOGL). Alphabet Inc.

Keep Reading →

June 9 - News, Stock Analysis

RTX Corporation (RTX): A Bull Case Theory

We came across a bullish thesis on RTX Corporation (RTX) on Business Model Mastery Substack. In this article, we will summarize the bulls’ thesis on RTX.

Keep Reading →

June 9 - News, Stock Analysis

Aris Water Solutions, Inc. (ARIS): A Bull Case Theory

We came across a bullish thesis on Aris Water Solutions, Inc. (ARIS) on DualEdgeInvest’s Substack. In this article, we will summarize the bulls’ thesis on ARIS.

Keep Reading →

June 9 - News, Stock Analysis

Rayonier Advanced Materials Inc. (RYAM): A Bull Case Theory

We came across a bullish thesis on Rayonier Advanced Materials Inc. (RYAM) on Value Degen’s Substack. In this article, we will summarize the bulls’ thesis on RYAM.

Keep Reading →

June 9 - News, Stock Analysis

Mativ Holdings, Inc. (MATV): A Bull Case Theory

We came across a bullish thesis on Mativ Holdings, Inc. (MATV) on Value Degen’s Substack. In this article, we will summarize the bulls’ thesis on MATV.

Keep Reading →

June 9 - News, Stock Analysis

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