Summary: We had upgraded AMZN to a Hold rating in December as the risk-reward for
Summary: The day has arrived: Biosimilars for the blockbuster drug Humira are now being sold
Summary: Meta announced its Q4 earnings, exceeding expectations on the top line by 1.5%, but
Summary: I continue to consider McDonald’s as a high-quality company. However, reflecting on no/little growth,
Summary: Google submitted its Q4’22 earnings on Thursday. Google’s advertising revenues actually declined year over
Summary: The management team at The Walt Disney Company is due to report financial results
Summary: Macro challenges and foreign currency headwinds are impacting Accenture which is seeing signs of
Summary: Amazon keeps driving automation with robots such that cost declines can continue. Efficient communication
Summary: With the improvement of the macroeconomic environment, we expect an improvement of the firm’s
Summary: We start with the overarching matter of “The Metaverse.” What is it? Why does