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Long And Short Stock Ideas
JFrog: A Solid Buy After Recent Pullback (Rating Upgrade)
Pan American Silver: Has The Potential To Improve Performance Significantly
Google: Don't Underestimate YouTube, Especially Ahead Of Earnings
MakeMyTrip: Favorable Growth Outlook With Profitability Improvement Potential
Sega Sammy: Infinite Wealth Could Drive A Q4 Beat Against The New Forecasts
Netflix: Time To Move On From Membership Metrics
Concrete Pumping: Growing U.S. Concrete Production Supporting Outlook
MTU Aero Engines Can Fly Out Of Turbofan Crisis
Nvidia: No Reason For An AI Panic
Barrick: Lower Than Its 2011 Peak And Not Underpriced, But Still A Buy
FedEx: Cost Cuts Paying Off, Big EPS Growth Expected
Zions Bancorporation: Q1 2024 Results Show Resilience Amidst High Rates
Abeona Therapeutics Tanks On CRL From The FDA, But All Hope Is Not Lost
BB Seguridade: Overestimated Risks And Very Attractive Valuation
We Don't Need Subscriber Counts To Conclude That Netflix Is A Powerhouse
Dave: This Move Higher Is Not Done
JD.com: Profitable Growth On Sale
Intuitive Machines: The Only Play For The Final Frontier
Nvidia Has Rarely Been Cheaper, Long-Term AI Trend Remains Robust
Moderna Investors Should Beware Patent-Dispute Fallout
ASML: Market Risks Are Too Great, Making A Repeat Of 2022 Likely
Motorcar Parts Of America: Higher Rates Detracting From Improving Fundamentals
3 Potential Biopharma Buyout Targets
Okta: Rating Upgrade As Management Drives Focused 'Go-To-Market' Strategies And Expands Margins
ImmunityBio: FDA Approval Gets Ball Rolling Towards Next Set Of Indications
Coterra Energy: Low Natural Gas Prices Shouldn't Scare You Away
Elevance Health: It's Not Too Late To Buy Their Dividend Growth
Spero Therapeutics Delivers On Game Plan To Create Shareholder Value
Occidental Stock Is Still Quite Undervalued
ASML Holding: Q1 Miss Masks Long-Term Opportunity, But Near-Term Headwinds Remain
Amplify Energy: Focusing On Beta Development
Madison Dividend Income Fund Q1 2024 Investment Strategy Letter
Madison Covered Call And Equity Income Fund Q1 2024 Investment Strategy Letter
JD Sports' Acquisition Gives Great Value To Hibbett Shareholders
Madison Investors Fund Q1 2024 Investment Strategy Letter
Baron Health Care Fund Q1 2024 Shareholder Letter
Ollie's Bargain Outlet: Beneficiary Of This Tough Macro Backdrop
Salesforce: On Track To Deliver Solid Revenue Growth
Baron Real Estate Fund Q1 2024 Shareholder Letter
Fair Isaac Corporation: An Expensive Stock Is Not An Issue If You Have Pricing Power
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