jir Introduction Mastercard (NYSE:MA) is the world’s second largest payments network behind its rival Visa (V). Mastercard has near universal merchant acceptance with over 100 million acceptance locations globally. The firm is the consummate compounding stock, with a ten-year total return CAGR of 21.5%. The firm’s core payment network growth has slowed to a high-single…
JHVEPhoto Introduction & Investment Thesis ZoomInfo (NASDAQ:ZI) is a cloud-based sales and marketing platform that has underperformed the S&P 500 and the Nasdaq 100 YTD. The company released its Q4 FY23 earnings report last month, and while revenue and earnings met expectations, the company has guided revenue to grow just 2.4% in FY24 and non-GAAP…
zorazhuang Investment Rundown Even after falling around 40% from its highs back in February of last year, Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) still looks quite expensive. The short interest has risen and sits at 3.16% right now, which will be aiding in pushing the share price down over the short term even more I…
jetcityimage W.W. Grainger (NYSE:GWW) has done phenomenally well since my first article in October 2022, delivering 67% total returns versus 31% for the S&P 500. Let’s review what happened since then, what drove the growth, and whether the stock has remained attractively valued after the runup. The investment thesis recap Grainger is an industrial distributor…
SweetBunFactory Investment Rundown The semiconductor space is broad and covers a lot of various markets right now. One of the most exciting markets to be a part of I think quite honestly. One of the companies that I have recently stumbled upon is Everspin Technologies (NASDAQ:MRAM). This company is focusing on spintronics and various products…
In 2024, the Web3 industry is expected to become more robust, with increased Bitcoin involvement, mergers, acquisitions, and RWA tokens. Blockchain investment and advisory firm The Spartan Group has highlighted a few exciting things in the Web3 space that are expected in 2024. In a recent Medium publication, the company revealed predictions made by several stakeholders…
Khanchit Khirisutchalual/iStock via Getty Images I’m always interested in investments that don’t correlate to beta, and which can serve as unique diversifiers in a portfolio. To that end, the thriving carbon credits market fits the bill. And the good thing is that there are products like the KraneShares California Carbon Allowance ETF (NYSEARCA:KCCA) which can…
Sean Gallup Shopify Inc. (NYSE:SHOP) (TSX:SHOP:CA), headquartered in Ottawa, Canada, is a $69-billion market cap firm that offers a cloud-based e-commerce platform designed for small and medium-sized enterprises. Their software empowers users by giving them a unified perspective across various sales channels, encompassing online platforms for both web and mobile, brick-and-mortar retail establishments, social media…
Giuliano Benzin Investment Thesis Harmonic (NASDAQ:HLIT) has experienced a major stock price decline following disappointing Q2 results and guidance cuts. This temporary setback does not diminish the long-term growth story and upside potential in my view. Harmonic remains a leader in video streaming and cable broadband solutions, with strong execution driving SaaS growth and new…
miniseries Investment Rundown The utility sector I think is quite an exciting one to get into, as the broad exposure it lends to investors can be very favorable during tougher times in the economy. With PNM Resources, Inc. (NYSE:PNM) for example, they have managed to diversify the business and take advantage of the Inflation Act…