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Author Archive - Soumyajit Datta

Snowflake Inc. (NYSE:SNOW): Offering Sustained Growth and Lucrative Returns

We came across a bullish thesis on Snowflake Inc. (NYSE:SNOW) on ValueInvestorsClub by Wells. In this article, we will summarize the bulls’ thesis on SNOW.

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May 7 - News, Stock Analysis

Core & Main, Inc. (NYSE:CNM): Better Days in the Pipeline

We came across a bullish thesis on Core & Main, Inc. (NYSE:CNM) on ValueInvestorsClub by yellow. In this article, we will summarize the bulls’ thesis on CNM.

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May 7 - News, Stock Analysis

The Hershey Company (NYSE:HSY): A Discounted Sweet Treat

We came across a bullish thesis on The Hershey Company (NYSE:HSY) on ValueInvestorsClub by angus309. In this article, we will summarize the bulls’ thesis on HSY.

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May 7 - News, Stock Analysis

Nu Holdings Ltd. (NYSE:NU): Will Slow and Steady Win the Race?

We came across a bullish thesis on Nu Holdings Ltd. (NYSE:NU) on ValueInvestorsClub by jgalt. In this article, we will summarize the bulls’ thesis on NU.

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April 19 - News, Stock Analysis

LKQ Corporation (NASDAQ:LKQ): En Route to Simplified Business, Better Valuations

We came across a bullish thesis on LKQ Corporation (NASDAQ:LKQ) on ValueInvestorsClub by dman976. In this article, we will summarize the bulls’ thesis on LKQ.

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April 18 - News, Stock Analysis

Avery Dennison Corporation (NYSE:AVY): A Compounder Facing Minor Hiccups

We came across a bullish thesis on Avery Dennison Corporation (NYSE:AVY) on ValueInvestorsClub by jso1123. In this article, we will summarize the bulls’ thesis on AVY.

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April 18 - News, Stock Analysis

DaVita Inc. (NYSE:DVA): A Case of Limited Growth Potential

We came across a bearish thesis on DaVita Inc. (NYSE:DVA) on ValueInvestorsClub by Fenkell. In this article, we will summarize the bears’ thesis on DVA.

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April 18 - News, Stock Analysis

Lockheed Martin Corporation (NYSE:LMT): Turbulent Times Ahead

We came across a bearish thesis on Lockheed Martin Corporation (NYSE:LMT) on ValueInvestorsClub by 85bears. In this article, we will summarize the bears’ thesis on LMT.

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April 17 - News, Stock Analysis

PDD Holdings Inc. (NASDAQ:PDD): A Bargain Buy

We came across a bullish thesis on PDD Holdings Inc. (NASDAQ:PDD) on ValueInvestorsClub by metanoia5. In this article, we will summarize the bulls’ thesis on PDD.

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April 17 - News, Stock Analysis

AerCap Holdings N.V. (NYSE:AER): Buoyed by Industry Tailwinds

We came across a bullish thesis on AerCap Holdings N.V. (NYSE:AER) on ValueInvestorsClub by johny88. In this article, we will summarize the bulls’ thesis on AER.

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April 15 - News, Stock Analysis

Datadog, Inc. (NASDAQ:DDOG): Dodgy Roads Ahead

We came across a bearish thesis on Datadog, Inc. (NASDAQ:DDOG) on ValueInvestorsClub by differentiatedfractal31415.

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April 15 - News, Stock Analysis

Solventum Corporation (NYSE:SOLV): Is the Spin-Off a Blessing in Disguise?

We came across a bullish thesis on Solventum Corporation (NYSE:SOLV) on ValueInvestorsClub by GCA. In this article, we will summarize the bulls’ thesis on SOLV.

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April 14 - News, Stock Analysis

Anheuser-Busch InBev SA/NV (NASDAQ:BUD): A Good Buy with Valuations at 10-Year Lows

We came across a bullish thesis on Anheuser-Busch InBev SA/NV (NASDAQ:BUD) on ValueInvestorsClub by investor8888.

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April 11 - News, Stock Analysis

HealthEquity, Inc. (NASDAQ:HQY): A Bull Case Theory

We came across a bullish thesis on HealthEquity, Inc. (NASDAQ:HQY) on ValueInvestorsClub by Fat_Tony. In this article, we will summarize the bulls’ thesis on HQY.

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April 11 - News, Stock Analysis

Entergy Corporation (NYSE:ETR): Offering a Generous Risk-Adjusted Return

We came across a bullish thesis on Entergy Corporation (NYSE:ETR) on ValueInvestorsClub by cable888. In this article, we will summarize the bulls’ thesis on ETR.

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March 23 - News, Stock Analysis

Walgreens Boots Alliance, Inc. (NASDAQ:WBA): Business Under Pressure as Legal Risks Mount

We came across a bearish thesis on Walgreens Boots Alliance, Inc. (NASDAQ:WBA) on ValueInvestorsClub by quads1025.

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March 21 - News, Stock Analysis

Advanced Drainage Systems, Inc. (NYSE:WMS): Drained Under a Competitive Industry

We came across a bearish thesis on Advanced Drainage Systems, Inc. (NYSE:WMS) on ValueInvestorsClub by pathbska. In this article, we will summarize the bears’ thesis on WMS.

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March 17 - News, Stock Analysis

Alaska Air Group, Inc. (NYSE:ALK): Industry Tailwinds to Propel Business

We came across a bullish thesis on Alaska Air Group, Inc. (NYSE:ALK) on ValueInvestorsClub by martin92. In this article, we will summarize the bulls’ thesis on ALK.

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March 17 - News, Stock Analysis

The Cooper Companies, Inc. (NASDAQ:COO): An Eye-Catching Proposal

We came across a bullish thesis on The Cooper Companies, Inc. (NASDAQ:COO) on ValueInvestorsClub by dsteiner84. In this article, we will summarize the bulls’ thesis on COO.

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March 17 - News, Stock Analysis

Adobe Inc. (NASDAQ:ADBE): Gen AI to Fuel a Decade-Long Growth Story

We came across a bullish thesis on Adobe Inc. (NASDAQ:ADBE) on ValueInvestorsClub by 08ird. In this article, we will summarize the bulls’ thesis on ADBE.

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March 11 - News, Stock Analysis

Companhia De Saneamento Basico (NYSE:SBS): Offering Utility in a Difficult Market

We came across a bullish thesis on Companhia De Saneamento Basico (NYSE:SBS) on ValueInvestorsClub by Nails4. In this article, we will summarize the bulls’ thesis on SBS.

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March 10 - News, Stock Analysis

Aptiv PLC (NYSE:APTV): Better Roads Ahead

We came across a bullish thesis on Aptiv PLC (NYSE:APTV) on ValueInvestorsClub by ElCid. In this article, we will summarize the bulls’ thesis on APTV.

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March 10 - News, Stock Analysis

Delta Air Lines, Inc. (NYSE:DAL): A Discounted Share for a Premium Business

We came across a bullish thesis on Delta Air Lines, Inc. (NYSE:DAL) on ValueInvestorsClub by Sturges95. In this article, we will summarize the bulls’ thesis on DAL.

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March 9 - News, Stock Analysis

Fresenius Medical Care AG (NYSE:FMS): On a Healing Path

We came across a bullish thesis on Fresenius Medical Care AG (NYSE:FMS) on ValueInvestorsClub by mimval. In this article, we will summarize the bulls’ thesis on FMS.

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March 9 - News, Stock Analysis

Elevance Health, Inc. (NYSE:ELV): Waning Industry Headwinds to Boost Performance

We came across a bullish thesis on Elevance Health, Inc. (NYSE:ELV) on ValueInvestorsClub by rhubarb. In this article, we will summarize the bulls’ thesis on ELV.

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March 9 - News, Stock Analysis

United Parcel Service, Inc. (NYSE:UPS): A Bearish Investment Perspective

We came across a bearish thesis on United Parcel Service, Inc. (NYSE:UPS) on ValueInvestorsClub by natey1015. In this article, we will summarize the bears’ thesis on UPS.

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March 8 - News, Stock Analysis

Tencent Music Entertainment Group (NYSE:TME): Is the Tempo Picking Up?

We came across a bullish thesis on Tencent Music Entertainment Group (NYSE:TME) on ValueInvestorsClub by StockOperator.

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March 8 - News, Stock Analysis

KE Holdings Inc. (NYSE:BEKE): Riding the Real Estate Wave

We came across a bullish thesis on KE Holdings Inc. (NYSE:BEKE) on ValueInvestorsClub by Weighing Machine Capital.

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March 8 - News, Stock Analysis

Texas Pacific Land Corporation (NYSE:TPL): A Bearish Investment Perspective

We came across a bearish thesis on Texas Pacific Land Corporation (NYSE:TPL) on ValueInvestorsClub by manny. In this article, we will summarize the bears’ thesis on TPL.

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March 7 - News, Stock Analysis

Ryanair Holdings plc (NASDAQ:RYAAY): Priced at a Discount

We came across a bullish thesis on Ryanair Holdings plc (NASDAQ:RYAAY) on ValueInvestorsClub by Hal. In this article, we will summarize the bulls’ thesis on RYAAY.

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March 7 - News, Stock Analysis

Infosys Limited (NYSE:INFY): A Bearish Investment Perspective

We came across a bearish thesis on Infosys Limited (NYSE:INFY) on ValueInvestorsClub by u0422811. In this article, we will summarize the bears’ thesis on INFY.

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March 6 - News, Stock Analysis

FTAI Aviation Ltd. (NASDAQ:FTAI): Sky is the Limit

We came across a bullish thesis on FTAI Aviation Ltd. (NASDAQ:FTAI) on ValueInvestorsClub by coalone. In this article, we will summarize the bulls’ thesis on FTAI.

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March 6 - News, Stock Analysis

Palantir Technologies Inc. (NASDAQ:PLTR): A Bearish Investment Perspective

We came across a bearish thesis on Palantir Technologies Inc. (NASDAQ:PLTR) on ValueInvestorsClub by ladera838. In this article, we will summarize the bears’ thesis on PLTR.

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March 4 - News, Stock Analysis

Western Digital Corporation (NASDAQ:WDC): A Bull Case Theory

We came across a bullish thesis on Western Digital Corporation (NASDAQ:WDC) on ValueInvestorsClub by anonymous.user.

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March 3 - News, Stock Analysis

Constellation Brands, Inc. (NYSE:STZ): Sustaining Fizz in a Declining Market

We came across a bullish thesis on Constellation Brands, Inc. (NYSE:STZ) on ValueInvestorsClub by eigenvalue. In this article, we will summarize the bulls’ thesis on STZ.

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March 3 - News, Stock Analysis

Vale S.A. (NYSE:VALE): Ironing out its Past

We came across a bullish thesis on Vale S.A. (NYSE:VALE) on ValueInvestorsClub by om730. In this article, we will summarize the bulls’ thesis on VALE.

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March 3 - News, Stock Analysis

Maplebear Inc. (NASDAQ:CART): A Stock Worthy of a Shopping Spree

We came across a bullish thesis on Maplebear Inc. (NASDAQ:CART) on ValueInvestorsClub by HonkyRed. In this article, we will summarize the bulls’ thesis on CART.

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March 2 - News, Stock Analysis

Novo Nordisk A/S (NYSE:NVO): A Strong Pipeline to Aid Recovery

We came across a bullish thesis on Novo Nordisk A/S (NYSE:NVO) on ValueInvestorsClub by cable888. In this article, we will summarize the bulls’ thesis on NVO.

Keep Reading →

March 2 - News, Stock Analysis

Unity Software Inc. (NYSE:U): Taking a U Turn

We came across a bullish thesis on Unity Software Inc. (NYSE:U) on ValueInvestorsClub by wfc. In this article, we will summarize the bulls’ thesis on U.

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March 2 - News, Stock Analysis

Lennar Corporation (NYSE:LEN): A Home Run in the Making

We came across a bullish thesis on Lennar Corporation (NYSE:LEN) on ValueInvestorsClub by lordbeaverbrook. In this article, we will summarize the bulls’ thesis on LEN.

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March 2 - News, Stock Analysis

Anheuser-Busch InBev SA/NV (NYSE:BUD): Flipping a Bear Beer Run

We came across a bullish thesis on Anheuser-Busch InBev SA/NV (NYSE:BUD) on ValueInvestorsClub by kalman951. In this article, we will summarize the bulls’ thesis on BUD.

Keep Reading →

March 1 - News, Stock Analysis

Tapestry, Inc. (NYSE:TPR): Looking Forward to Beat Street Estimates

We came across a bullish thesis on Tapestry, Inc. (NYSE:TPR) on ValueInvestorsClub by baileyb906. In this article, we will summarize the bulls’ thesis on TPR.

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March 1 - News, Stock Analysis

Alphabet Inc. (NASDAQ:GOOG): Enroute to $10 Trillion?

We came across a bullish thesis on Alphabet Inc. (NASDAQ:GOOG) on ValueInvestorsClub by cuyler1903. In this article, we will summarize the bulls’ thesis on GOOG.

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March 1 - News, Stock Analysis

Rubrik, Inc. (NYSE:RBRK): Is it as Secure as it Projects?

We came across a bearish thesis on Rubrik, Inc. (NYSE:RBRK) on ValueInvestorsClub by wjt. In this article, we will summarize the bears’ thesis on RBRK.

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March 1 - News, Stock Analysis

DoorDash, Inc. (NASDAQ:DASH): Will the Crackdown on Illegal Immigration Stall the Dash?

We came across a bearish thesis on DoorDash, Inc. (NASDAQ:DASH) on ValueInvestorsClub by pcm983. In this article, we will summarize the bears’ thesis on DASH.

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February 28 - News, Stock Analysis

Amdocs Limited (NASDAQ:DOX): A Bearish Investment Perspective

We came across a bearish thesis on Amdocs Limited (NASDAQ:DOX) on ValueInvestorsClub by SherloxAM. In this article, we will summarize the bears’ thesis on DOX.

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February 28 - News, Stock Analysis

Comfort Systems USA, Inc. (NYSE:FIX): Comforting Valuations Amidst High Growth

We came across a bullish thesis on Comfort Systems USA, Inc. (NYSE:FIX) on ValueInvestorsClub by ppsm920. In this article, we will summarize the bulls’ thesis on FIX.

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February 28 - News, Stock Analysis

ArcelorMittal SA (NYSE:MT): A Steal at Current Price

We came across a bullish thesis on ArcelorMittal SA (NYSE:MT) on ValueInvestorsClub by celtsfan86. In this article, we will summarize the bulls’ thesis on MT.

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February 27 - News, Stock Analysis

Diageo plc (NYSE:DEO): An Attractive Buy that is Reeling

We came across a bullish thesis on Diageo plc (NYSE:DEO) on ValueInvestorsClub by angus309. In this article, we will summarize the bulls’ thesis on DEO.

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February 27 - News, Stock Analysis

Entegris, Inc. (NASDAQ:ENTG): A Bull Case Theory

We came across a bullish thesis on Entegris, Inc. (NASDAQ:ENTG) on ValueInvestorsClub by madler934. In this article, we will summarize the bulls’ thesis on ENTG.

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February 27 - News, Stock Analysis

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