News
Penumbra Grinding Through A Painful Growth Expectations Reset (NYSE:PEN)
High-growth med-tech can often be a tricky sector in which to invest, as investors are often willing to bid great…
PayPal: What I Like And Dislike About The Future Of The Company (PYPL)
The PayPal Investment Thesis In my opinion, PayPal (NASDAQ:PYPL) is currently at an interesting long-term risk/reward point, as the downside…
Centene: Strategic Market Position Amid Favorable Trends, Buy (CNC)
Investment Thesis I am bullish on Centene Corporation (NYSE:CNC) due to its market position and competitive advantage. I have a…
Semrush Holdings: Stay Hold Rated As I Monitor For The Next Few Quarters (NYSE:SEMR)
Investment overview I wrote about Semrush Holdings (NYSE:SEMR) previously (29 May 2024) with a hold rating, as I felt that…
Old Dominion: A Trucking Titan, But Their Stock Seems Overvalued (NASDAQ:ODFL)
Investment Thesis Old Dominion Freight Line (NASDAQ:ODFL) is a key player in the U.S. LTL trucking industry. Their vertically integrated…
Ares Capital: Why Investors Should Be Wary Of Rising Recession Risks (NASDAQ:ARCC)
In a turbulent landscape, where interest rates have risen sharply, and recession indicators have started to flash red, Ares Capital…
United Therapeutics: Economics Support Compounding Ability (NASDAQ:UTHR)
Investment update In February 2023, I rated United Therapeutics Corporation (NASDAQ:UTHR) a buy here on Seeking Alpha and bought large…
Tracking Seth Klarman’s Baupost Group Holdings – Q2 2024 Update
This article is part of a series that provides an ongoing analysis of the changes made to Baupost Group's 13F…