Andrew Sather
Contributor since: 2013
Company: Sather Research LLC
How Schwab's Income Scales Like A SaaS Company With Its Ideal Customer: Millennials, Not Gen Z
2020's Significant Events For Cheniere Energy Partners LP
Renewable Energy Group: Short-Term Congress Tailwinds, Long-Term Transitioning To Renewable Diesel
Aaron's Company And Its Post Spin-Off Strategy Couldn't Be More Different Than Progressive's
Hit Pause On Google Cloud, For Now
3M: Big Fish In Small, Fast-Growing, Hidden, And Critical Technology Hardware Industry
Semiconductor Watch: Advantest Likely To Sustain Its High Margins
At This Valuation, Intel's IoT Segment Could Provide The Only Growth They Need
Latest TSMC 7nm Data Proves Intel And Other Dinosaur Chipmakers Aren't Even Close To Dying Yet. A Strong Base Of Revenues For TSMC
CVS: Stupid Cheap, Big Growth Potential In PBMs, Tough Competitive Environment
Anheuser-Busch InBev: Beer Sales Are Up 18.9% Since The Pandemic For Off-Premise Consumption
X86 Killer Pt 2: Nvidia Stealthily Leaked The DPU! How The 3 Semiconductor Musketeers Will React
Walmart Should Take All Of This New Cash And Beat Everyone (Including Costco) Into This Hyper Growth Country
Amazon's AWS About To Grow 45%+ And Just Killed The X86 Processor - Watch Out Intel And AMD
Analysis On The Upcoming Aaron's Spinoff
2 Recent Catalysts That Could Push Cisco Stock Higher In Its Upcoming Earnings Call
Exxon Mobil's Quiet Growth Business With Massive Potential In An Inflationary Environment
People's United Financial: Poised To Profit From A Residential Real Estate Boom
EnerSys Will Get A Jolt From 5G Spending - A Catalyst Worth Watching
News Corporation Is An Australian Growth Story And Needs To Also Focus On Legacy Strengths
Vulcan Materials: Pricey Valuation But With Tailwinds Ahead Of Q2 Call
Digging Deeper Into The Currencies Effect For Cemex And Its Debt Load And Prospects
Latest Housing Starts And Retail Sales Data And Its Potential Impact To Summit Materials
How Investors Need To Position Themselves For Reaganomics 2.0 In The Post-COVID-19 World
I Told You About Kraft Heinz's Goodwill - More Trouble Ahead
Dissecting The Recent +16% Pop In J.Jill's Stock
The Writing Is On The Wall For Dean Foods And Has Been Since March
Kohl's Could Be An Interesting Short-Term Value Realization Play, But I'm Bearish Long Term
The Gap: Something Stinks And It's Not The Weather
Under Armour: Strong Future For The Business But Not Worth A Buy At Its Current Price
The Dividend Just Keeps Rising For Carlisle Companies And I'm Continuing To Hold
I Don't See Applied Share Prices And DRAM Memory Recovering In The Next Few Months