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Long And Short Stock Ideas
CVR Energy: Strong Cash Flow Provides Additional Upside
Vertex: EPS Better Than Expected, Cloud Offerings, And Cheap
3M: The Leaner, Meaner Sub-$200 Player
Intuitive Surgical: Great Company, But Looking Overpriced
Porsche: A Great Investment Alternative To Volkswagen At A Cheap Price
Net Lease Office Properties: Too Cheap To Ignore
The Evolution Of NTT: From Telecom Giant To Tech Innovator
Trulieve Cannabis: Up Over 122% In 2024, But Where Does It Go Next?
Boeing Should Soar Again: Here's My Buy Strategy And Price Target
B3: Strong Balance Sheet And Macroeconomic Tailwind - Buy
Immuneering: Phase 1 Data Release IMM-1-104 Leads To Additional 2024 Milestone
Celestica Stock May Be The Ultimate GARP Stock To Buy Today
TransMedics Group: Emerging Medical Device Market Leader With A Long Growth Runway
Radiant Logistics: Cheap At 8.5x EV/EBITDA In A Tough Market (Rating Upgrade)
Astera Labs And Reddit Set To Debut As IPO Activity Remains Low For 2024
Aris Mining: An Off-The-Radar, Fast Growing Mid-Tier Gold Producer
Federal National Mortgage Association: The Bulls Are In Control, Buy
My Wife Loves Etsy: Buy What You Know, High Margins And Cheap Valuation
UnitedHealth Group: Optum To Drive Growth But Watch For Regulatory Risk
Humana: This Year's Drop Might Have Created A Buying Opportunity
Life Time Group Holdings: Soft Growth Outlook, But Upside Remains Attractive
A New Chapter Begins For Woori Financial (Rating Upgrade)
Annaly Capital: Solid Q4 Should Just Be The Start Of Turnaround
Tracking Philippe Laffont's Coatue Management Portfolio - Q4 2023 Update
Farmers & Merchants Bancorp: A Dividend King At An Attractive Valuation
W.T.B. Financial: Long-Term Potential Given Potential Balance Sheet Improvement
Agilysys: Time To Buy This GARP Small Cap
Titan Machinery: Cheap Enough
DoubleVerify Q4: Strong Value Proposition Enables Market Share Wins
Goodyear Tire & Rubber: Why I See At Least 50% Upside For The Stock
Hugo Boss: Encouraging Sales Growth And Strong Digital Strategy
Sleep Number: Some Light At The End Of The Tunnel
Woori Financial: This High Yielder Is No Longer A Value Trap
Roivant Sciences: $7bn Televant Sale Sets It Up For Long-Term Success
DraftKings: More Fuel For The Rally
Bank OZK: Shares Look Cheap Amid Credit Quality Concerns
Live Nation: What A Performance For FY23, Reiterate Long
NVR: A Compelling Compounder With A Fantastic Risk Profile
Real Estate Stocks Just Got Decimated: What I'm Buying For The Rebound
Trulieve's Triumph: Navigating Growth And 280E Tax In The Green Rush
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