Joint Stock Company Kaspi.kz (KSPI): A Bull Case Theory
We came across a bullish thesis on Joint Stock Company Kaspi.kz (KSPI) on Vidette Capital Research’s Substack by Tristan Unger.
Posts Tagged ‘Daily Newsletter’
CorMedix Inc. (CRMD): A Bull Case Theory
We came across a bullish thesis on CorMedix Inc. (CRMD) on Archetype Capital’s Substack. In this article, we will summarize the bulls’ thesis on CRMD. CorMedix Inc.
Super Group (SGHC) Limited (SGHC): A Bull Case Theory
We came across a bullish thesis on Super Group (SGHC) Limited (SGHC) on Archetype Capital’s. In this article, we will summarize the bulls’ thesis on SGHC.
Sirius XM Holdings Inc. (SIRI): A Bull Case Theory
We came across a bullish thesis on Sirius XM Holdings Inc. (SIRI) on Value Investing Subreddit by nymbaseball29.
QUALCOMM Incorporated (QCOM): A Bull Case Theory
We came across a bullish thesis on QUALCOMM Incorporated (QCOM) on Investing Intel’s Substack. In this article, we will summarize the bulls’ thesis on QCOM.
Coupang, Inc. (CPNG): A Bull Case Theory
We came across a bullish thesis on Coupang, Inc. (CPNG) on GabGrowth’s Substack. In this article, we will summarize the bulls’ thesis on CPNG. Coupang, Inc.
Brown-Forman Corporation (BF-B): A Bull Case Theory
We came across a bullish thesis on Brown-Forman Corporation (BF-B) on Moram Capital’s Substack. In this article, we will summarize the bulls’ thesis on BF-B.
Golar LNG Limited (GLNG): A Bull Case Theory
We came across a bullish thesis on Golar LNG Limited (GLNG) on unPopular Investing’s Substack. In this article, we will summarize the bulls’ thesis on GLNG.
Ibotta, Inc. (IBTA): A Bear Case Theory
We came across a bearish thesis on Ibotta, Inc. (IBTA) on The Bear Cave’s Substack by Edwin Dorsey. In this article, we will summarize the bears’ thesis on IBTA.
Danaher Corporation (DHR): A Bull Case Theory
We came across a bullish thesis on Danaher Corporation (DHR) on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on DHR.
The Vita Coco Company, Inc. (COCO): A Bull Case Theory
We came across a bullish thesis on The Vita Coco Company, Inc. (COCO) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on COCO.
Cadence Design Systems, Inc. (CDNS): A Bull Case Theory
We came across a bullish thesis on Cadence Design Systems, Inc. (CDNS) on Compound & Fire’s Substack. In this article, we will summarize the bulls’ thesis on CDNS.
Roblox Corporation (RBLX): A Bull Case Theory
We came across a bullish thesis on Roblox Corporation (RBLX) on SuperJoost’s Substack In this article, we will summarize the bulls’ thesis on RBLX.
Comstock Resources, Inc. (CRK): A Bull Case Theory
We came across a bullish thesis on Comstock Resources, Inc. (CRK) on Deep Value Capital’s Substack. In this article, we will summarize the bulls’ thesis on CRK.
Zscaler, Inc. (ZS): A Bull Case Theory
We came across a bullish thesis on Zscaler, Inc. (ZS) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on ZS. Zscaler, Inc.
Hess Corporation (HES): A Bull Case Theory
We came across a bullish thesis on Hess Corporation (HES) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on HES.
Celanese Corporation (CE): A Bull Case Theory
We came across a bullish thesis on Celanese Corporation (CE) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on CE.
Early Retirement Portfolio: Top 15 Stock Picks
This week, Federal Reserve officials have the opportunity to discuss their views on interest rate trends, the effects of tariffs, and the economic effects of the Middle East crisis...
Here’s Why Diamond Hill Capital Long-Short Strategy Initiated a Short Position in eBay (EBAY)
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
PENN Entertainment, Inc. (PENN): A Bull Case Theory
We came across a bullish thesis on PENN Entertainment, Inc. (PENN) on Value Investing Subreddit by nymbaseball29.
Toast, Inc. (TOST): A Bull Case Theory
We came across a bullish thesis on Toast, Inc. (TOST) on Denis Gorbunov's Substack. In this article, we will summarize the bulls’ thesis on TOST. Toast, Inc.
Doximity, Inc. (DOCS): A Bull Case Theory
We came across a bullish thesis on Doximity, Inc. (DOCS) on Denis Gourbnov’s Substack. In this article, we will summarize the bulls’ thesis on DOCS. Doximity, Inc.
The Charles Schwab Corporation (SCHW): A Bull Case Theory
We came across a bullish thesis on The Charles Schwab Corporation (SCHW) on Cosmic Capital’s Substack. In this article, we will summarize the bulls’ thesis on SCHW.
American Eagle Outfitters, Inc. (AEO): A Bull Case Theory
We came across a bullish thesis on American Eagle Outfitters, Inc. (AEO) on Value Degen’s Substack. In this article, we will summarize the bulls’ thesis on AEO.
Sprouts Farmers Market, Inc. (SFM): A Bull Case Theory
We came across a bullish thesis on Sprouts Farmers Market, Inc. (SFM) on Sanjiv’s Substack. In this article, we will summarize the bulls’ thesis on SFM.
ACM Research, Inc. (ACMR): A Bull Case Theory
We came across a bullish thesis on ACM Research, Inc. (ACMR) on Dragon Invest’s Substack. In this article, we will summarize the bulls’ thesis on ACMR.
What Makes Salesforce (CRM) an Investment Bet?
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Grab Holdings Limited (GRAB): A Bull Case Theory
We came across a bullish thesis on Grab Holdings Limited (GRAB) on GabGrowth’s Substack. In this article, we will summarize the bulls’ thesis on GRAB.
Duolingo, Inc. (DUOL): A Bull Case Theory
We came across a bullish thesis on Duolingo, Inc. (DUOL) on The Dutch Investor’s Substack. In this article, we will summarize the bulls’ thesis on DUOL. Duolingo, Inc.
UL Solutions Inc. (ULS): A Bull Case Theory
We came across a bullish thesis on UL Solutions Inc. (ULS) on Kairos Research’s Substack. In this article, we will summarize the bulls’ thesis on ULS. UL Solutions Inc.
Do You Believe in the Long-Term Growth Opportunity of Ulta Beauty (ULTA)?
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Edwards Lifesciences Corporation (EW): A Bull Case Theory
We came across a bullish thesis on Edwards Lifesciences Corporation (EW) on DIY Investor’s Substack. In this article, we will summarize the bulls’ thesis on EW.
MarketAxess Holdings Inc. (MKTX): A Bull Case Theory
We came across a bullish thesis on MarketAxess Holdings Inc. (MKTX) on DIY Investor’s Substack. In this article, we will summarize the bulls’ thesis on MKTX.
A. O. Smith Corporation (AOS): A Bull Case Theory
We came across a bullish thesis on A. O. Smith Corporation (AOS) on Iceman Capital’s Substack. In this article, we will summarize the bulls’ thesis on AOS. A. O.
Here’s What Weighed on Deckers Outdoor Corporation’s (DECK) Shares
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alvotech (ALVO): A Bull Case Theory
We came across a bullish thesis on Alvotech (ALVO) on M.V Cunha’s Substack. In this article, we will summarize the bulls’ thesis on ALVO.
Thermo Fisher Scientific Inc. (TMO): A Bull Case Theory
We came across a bullish thesis on Thermo Fisher Scientific Inc. (TMO) on D Invests’ Substack. In this article, we will summarize the bulls’ thesis on TMO.
Here’s Why WNS (Holdings) Limited (WNS) Rebounded in Q1
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Rogers Communications Inc. (RCI): A Bull Case Theory
We came across a bullish thesis on Rogers Communications Inc. (RCI) on Nugget Capital Partners’ Substack. In this article, we will summarize the bulls’ thesis on RCI.
WEC Energy Group (WEC): Harnessing Growth from Industrial and Technological Developments in Wisconsin
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.
Delta Air Lines (DAL) Slid Over Declining Consumer Confidence
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.
Here’s Why Ciena Corporation (CIEN) Traded Lower in Q1
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.
Vertiv Holdings Co (VRT) Fell on Near-Term Slowdown in Demand
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.
EQT Corporation (EQT) Rose on Increased Demand
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.
Hims & Hers Health (HIMS) Surged on Weight Loss Offering Advertisement Campaign
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.
The AZEK Company (AZEK) Surged After Acquisition Announcement
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Better-Than-Expected Q4 Earnings with the Announcement of a New Joint Venture Boosted Kratos Defense & Security Solutions Inc (KTOS)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
TimesSquare Capital Sold Impinj (PI) as it Entered Inventory Correction Phase
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Vertex (VERX) Cooled Down After a Strong Run
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Here’s Why TimesSquare Capital U.S. Small Cap Growth Strategy Sold Its Position in FormFactor (FORM)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
