Summary: American Tower is well-positioned to benefit from the ongoing 5G buildout. It’s positioning its
Summary: One clearly deserved the premium valuations, due to the impressive FCF generation through FY2024,
Summary: Earnings and revenue growth are slowing, but only back in line with previous trends.
Summary: Walmart surprised investors with a sizable earnings beat. The company had previously guided for
Summary: UnitedHealth Group Incorporated is falling as inflation-proof defensive stocks are selling off. UnitedHealth’s valuation
Summary: In August, I published one of the few bear articles written on Cisco stock
Summary: Arrival turned from a promising start-up to a disaster. I’m glad that my subscribers
Spencer Platt Paulson & Co., the fund headed by John Paulson took a new stake
Summary: ACM reported its Q4 earnings that beat expectations. The company is benefiting from strong
Summary: I expect the company to talk about the slowing macroeconomic environment on the earnings