My Coverage History & Updated Thesis I initiated coverage of Bayerische Motoren Werke Aktiengesellschaft (OTCPK:BMWYY) (OTCPK:BAMXF) shares in early February…
Summary Following my coverage on Semtech Corp. (NASDAQ:SMTC) in Sep’23, which I recommended a hold rating as there were 3…
Overview The Dollar Index (DXY, USDOLLAR) reached its best level since May 1 before the weekend but has come back…
Welcome to the June 2024 cobalt miners news. The past month saw cobalt prices lower. Cobalt price news As of…
Investment Thesis GE Vernova (NYSE:GEV) is primed to capitalize on soaring power demand, leveraging their impressive installed base of innovative…
Investment Thesis As a publicly traded investment manager, Artisan Partners (NYSE:APAM) has shown a solid track record of providing value…
Dear readers/followers, I've been covering Publicis Groupe (OTCQX:PUBGY) (OTCQX:PGPEF) for a number of years as one of the largest advertising…
The 'flash' PMI survey data for June provide an early snapshot of economic conditions in the euro area after the…
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