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Monster Beverage: Solid Attributes But A Pricey Valuation
Thesis Energy Drinks are one of the fastest-growing segments of the food and beverage industry in the United States and…
Are We On The Brink Of Recession? A Look At The Latest Indicators
The U.S. Federal Reserve’s own internal forecasts and the inverted yield curve both suggest the U.S. could hit recession soon.…
Winning The Personalization Race: Three Critical Areas
Raviteja Dodda (Ravi) is the cofounder and CEO of MoEngage, an insights-led customer engagement platform. Advanced personalization is a strategy…
Nomad Foods: Dominant Business At An Attractive Valuation (NYSE:NOMD)
Thesis Nomad Foods Limited (NYSE:NOMD) is a European market leader in Frozen foods, underpinned by a dynamic portfolio of leading…
MDC Holding’s Cash Flow Increases The Safety Of Its Dividend Yield
Recap from May’s Picks On a price return basis, the Safest Dividend Yields Model Portfolio (+7.1%) outperformed the S&P 500…
Five Takeaways From The 2023 Aspen Ideas Festival
Every June, innovators, policymakers, academics, business and nonprofit leaders, advocates, artists, and journalists descend upon Aspen, Colorado, for an exchange…
Block: Time To Be Aggressive Before Others Jump In (NYSE:SQ)
Block, Inc. (NYSE:SQ) stock has outperformed the S&P 500 (SPX) since I upgraded SQ in late May, seeing an opportunity…
What Does The Second Half Hold? Three MoneyShow Contributors Weigh In
The stock market had a dynamite start to the year, with the S&P 500 up 16% in the first half…