Summary: Ambarella, Inc. has fallen 70%, but the valuation multiple isn’t crazy cheap yet. The
Summary: Valuation has detached itself, allowing for the possibility of locking in profits at attractive
Summary: American Tower is well positioned to continue growing based on the growing data usage
Summary: In this note, we shall analyze Walmart’s better-than-expected Q3 results. Furthermore, I will share
Summary: Recently, it has begun to look like Netflix experienced a turnaround from the rocky
Summary: Mastercard’s peak bear market decline this year is 26% so far, because it’s firing
Summary: Carnival has seen continued choppy operating conditions. The largest convertible bond issue suggests financial
Summary: Chevron is a quality company that has continued to execute phenomenally well, timing its
Summary: Now is not an easy time to be investing in risk assets, but empirical
Summary: PerkinElmer, Inc. might have outperformed the S&P 500 over the last decade, but it