As China's pharmaceutical sector battles through tough times, some biotechs are still managing to push ahead with novel drugs and…
Introduction I initiated coverage of Verizon Communications Inc. (NYSE:VZ) stock in July 2023 with a 'Buy' rating, when one share…
Even though the past couple of years have resulted in some major wins on my part in terms of the…
CrowdStrike (NASDAQ:CRWD) reported its 3Q24 results and overall, I continue to be impressed by the company and this remains one…
In my last article, I stated that Microsoft Corporation (NASDAQ:MSFT) is not hyped but overvalued. The company most likely belongs…
Stockcharts Short-Term Pain (maybe)? Yesterday's sell-off in equity markets coincided with another weak Treasury bond auction. That minor catalyst was…
This analysis builds upon the macro thesis presented in here, emphasizing the bullish potential of the tanker industry. Factors supporting…
Investment thesis Our current investment thesis is: MKC is a quality business but the timing is not correct in our…
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