Eli Lilly and Company (LLY): A Bull Case Theory
We came across a bullish thesis on Eli Lilly and Company on Pebble Bites’s Substack by Christina Gan. In this article, we will summarize the bulls’ thesis on LLY.
Insider Monkey Blog
NVIDIA Corporation (NVDA): A Bull Case Theory
We came across a bullish thesis on NVIDIA Corporation on Shareholdersunite Essentials’s Substack by Shareholdersunite.
lululemon athletica inc. (LULU): A Bull Case Theory
We came across a bullish thesis on lululemon athletica inc. on The Analyst's Journal’s Substack by A_Capital.
Salesforce, Inc. (CRM): A Bull Case Theory
We came across a bullish thesis on Salesforce, Inc. on HatedMoats’s Substack. In this article, we will summarize the bulls’ thesis on CRM.
Verra Mobility Corporation (VRRM): A Bull Case Theory
We came across a bullish thesis on Verra Mobility Corporation on Valueinvestorsclub.com by zbeex. In this article, we will summarize the bulls’ thesis on VRRM.
Intuitive Surgical, Inc. (ISRG): A Bull Case Theory
We came across a bullish thesis on Intuitive Surgical, Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights.
Walmart Inc. (WMT): A Bull Case Theory
We came across a bullish thesis on Walmart Inc. on Kroker Equity Research’s Substack.
United Parcel Service, Inc. (UPS): A Bull Case Theory
We came across a bullish thesis on United Parcel Service, Inc. on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on UPS.
IREN Limited (IREN): A Bull Case Theory
We came across a bullish thesis on IREN Limited on X.com by EvolamTrades. In this article, we will summarize the bulls’ thesis on IREN.
Hims & Hers Health, Inc. (HIMS): A Bull Case Theory
We came across a bullish thesis on Hims & Hers Health, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares.
Grindr Inc. (GRND): A Bull Case Theory
We came across a bullish thesis on Grindr Inc. on Acid Investments’s Substack by N.R98. In this article, we will summarize the bulls’ thesis on GRND.
CrowdStrike Holdings, Inc. (CRWD): A Bull Case Theory
We came across a bullish thesis on CrowdStrike Holdings, Inc. on Business Ontology’s Substack by Lorenzo Bastianelli.
Crocs, Inc. (CROX): A Bull Case Theory
We came across a bullish thesis on Crocs, Inc. on Favona Hathaway Substack’s Substack by Favona Hathaway.
Costco Wholesale Corporation (COST): A Bull Case Theory
We came across a bullish thesis on Costco Wholesale Corporation on Wonder Stocks’s Substack by Wonder Stocks.
QXO, Inc. (QXO): A Bull Case Theory
We came across a bullish thesis on QXO, Inc. on Mispriced Assets’s Substack by Nick Nemeth. In this article, we will summarize the bulls’ thesis on QXO.
Upwork Inc. (UPWK): A Bull Case Theory
We came across a bullish thesis on Upwork Inc. on High Growth Investing’s Substack by Stefan Waldhauser. In this article, we will summarize the bulls’ thesis on UPWK.
UnitedHealth Group Incorporated (UNH): A Bull Case Theory
We came across a bullish thesis on UnitedHealth Group Incorporated on Value investing subreddit by ashm1987.
Sportradar Group AG (SRAD): A Bear Case Theory
We came across a bearish thesis on Sportradar Group AG on The Bear Cave’s Substack by Edwin Dorsey. In this article, we will summarize the bulls’ thesis on SRAD.
JD.com, Inc. (JD): A Bear Case Theory
We came across a bearish thesis on JD.com, Inc. on Coughlin Capital’s Substack by Brian Coughlin. In this article, we will summarize the bulls’ thesis on JD.
Expeditors International of Washington, Inc. (EXPD): A Bull Case Theory
We came across a bullish thesis on Expeditors International of Washington, Inc. on Valueinvestorsclub.com by jamal.
Entegris, Inc. (ENTG): A Bull Case Theory
We came across a bullish thesis on Entegris, Inc. on R. Dennis’s Substack’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on ENTG.
ASML Holding N.V. (ASML): A Bull Case Theory
We came across a bullish thesis on ASML Holding N.V. on Rebound Capital’s Substack. In this article, we will summarize the bulls’ thesis on ASML.
Root, Inc. (ROOT): A Bull Case Theory
We came across a bullish thesis on Root, Inc. on The Cash Flow Compounder’s Substack. In this article, we will summarize the bulls’ thesis on ROOT.
NextEra Energy, Inc. (NEE): A Bull Case Theory
We came across a bullish thesis on NextEra Energy, Inc. on The Simple Side’s Substack. In this article, we will summarize the bulls’ thesis on NEE.
Stride, Inc. (LRN): A Bull Case Theory
We came across a bullish thesis on Stride, Inc. on The Cash Flow Compounder’s Substack. In this article, we will summarize the bulls’ thesis on LRN.
Dole plc (DOLE): A Bull Case Theory
We came across a bullish thesis on Dole plc on Value Don't Lie’s Substack. In this article, we will summarize the bulls’ thesis on DOLE.
Booking Holdings Inc. (BKNG): A Bull Case Theory
We came across a bullish thesis on Booking Holdings Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on BKNG.
The Boeing Company (BA): A Bull Case Theory
We came across a bullish thesis on The Boeing Company on Boudreau Capital Newsletter’s Substack by Nicolas Boudreau.
Broadcom Inc. (AVGO): A Bull Case Theory
We came across a bullish thesis on Broadcom Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on AVGO.
Clean Harbors, Inc. (CLH): A Bull Case Theory
We came across a bullish thesis on Clean Harbors, Inc., on Beeli Capital’s Substack by Andrew Beeli. In this article, we will summarize the bulls’ thesis on CLH.
Xylem Inc. (XYL): A Bull Case Theory
We came across a bullish thesis on Xylem Inc. on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on XYL.
Zoetis Inc. (ZTS): A Bull Case Theory
We came across a bullish thesis on Zoetis Inc. on Value investing subreddit by anonymous_sheep1. In this article, we will summarize the bulls’ thesis on ZTS.
Unity Software Inc. (U): A Bull Case Theory
We came across a bullish thesis on Unity Software Inc. on Dragon's Den Investing’s Substack. In this article, we will summarize the bulls’ thesis on U.
Solaris Energy Infrastructure, Inc. (SEI): A Bull Case Theory
We came across a bullish thesis on Solaris Energy Infrastructure, Inc. on MVC Investing’s Substack by M. V. Cunha.
Carvana Co. (CVNA): A Bear Case Theory
We came across a bearish thesis on Carvana Co. on The Small Cap Strategist’s Substack by Strategist, Legal Special Situations, and Architect.
NexGen Energy Ltd. (NXE): A Bull Case Theory
We came across a bullish thesis on NexGen Energy Ltd. on Value investing subreddit by MightBeneficial3302. In this article, we will summarize the bulls’ thesis on NXE.
Zeta Global Holdings Corp. (ZETA): A Bull Case Theory
We came across a bullish thesis on Zeta Global Holdings Corp. on Deep Value Returns’s Substack. In this article, we will summarize the bulls’ thesis on ZETA.
Tempus AI, Inc. (TEM): A Bull Case Theory
We came across a bullish thesis on Tempus AI, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
SharkNinja, Inc. (SN): A Bull Case Theory
We came across a bullish thesis on SharkNinja, Inc. on Bullseye Picks’s Substack by Bullseye Investing. In this article, we will summarize the bulls’ thesis on SN.
PG&E Corporation (PCG): A Bull Case Theory
We came across a bullish thesis on Pacific Gas and Electric Company on Value investing subreddit by cameronreilly.
Bio-Techne Corporation (TECH): A Bull Case Theory
We came across a bullish thesis on Bio-Techne Corporation on Valueinvestorsclub.com by rab. In this article, we will summarize the bulls’ thesis on TECH.
Novo Nordisk A/S (NVO): A Bull Case Theory
We came across a bullish thesis on Novo Nordisk A/S on Value investing subreddit by Max-lindberg. In this article, we will summarize the bulls’ thesis on NVO.
Why These Energy Stocks are Losing This Week
The S&P energy index managed to outperform the S&P 500 over the last week with gains of almost 2.8% between November 26 and December 3, primarily due to an uptick in the global...
A Closer Look at Alphabet (GOOG): The Impact of AI on Established Market Leaders
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Harding Loevner Global Equity’s Views on Vertex Pharmaceuticals Incorporated (VRTX)
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here are the Factors that Contributed to Sony Group Corp’s (SONY) Surge in Q3
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Accenture (ACN) Traded Down Despite Reporting Good Results
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Made Thermo Fisher Scientific (TMO) a Solid Performer in Q3?
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Elevance Health (ELV) an Investment Choice?
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Robust Demand Boosted Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q3
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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