We previously covered Medical Properties Trust, Inc. (NYSE:NYSE:MPW) in June 2024, discussing why we had upgraded the REIT as a…
Investment thesis I have mixed feelings about my initial bullish thesis about Veeva Systems (NYSE:VEEV). The stock rallied by solid…
We previously covered Rivian Automotive (NASDAQ:NASDAQ:RIVN) in May 2024, discussing the stock's painful underperformance which had discredited our numerous Buy…
BABA's Reversal May Already Be Here We previously covered Alibaba Group Holding Limited (NYSE:NYSE:BABA) in April 2024, discussing the stock's…
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Introduction Last time I wrote about Palantir (NYSE:PLTR) was in May. The stock price appreciated by 50% since my "Strong…
CROX's Reversal May Be Here, As HEYDUDE Bottoms We previously covered Crocs, Inc. (NASDAQ:CROX) in June 2024, discussing why we…
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