This article was written byFollowI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach…
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Investment Thesis Samsara Inc. (NYSE:IOT) has a mighty compelling narrative plus a richly priced stock.…
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Foreword This article is based on YCharts Y-Ratings. The Y-Rating is a summary score that…
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Investment thesis Our current investment thesis is: KOF is an attractively positioned company owing to…
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General Electric (NYSE:GE) stock had a formidable H1 2023 stock performance gaining 68% fully supporting…
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The Spin-Off On July 3, Labcorp (LH) completed the spin-off of Fortrea (NASDAQ:FTRE). The market…
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It is dangerous to be right in matters on which the established authorities are wrong.”―…
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Introduction A few fellow investors commented on my previous articles asking my thoughts on Main…
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