Just_Super Investment Thesis Zuora (NYSE:ZUO) is a cloud-based software company that aims to help traditional businesses transition into a subscription-based business. The recent FY24 results were decent, although growth was certainly not that impressive as there were multiple issues such as unexpected churns and continued issues of longer sales cycles. While the firm is trading…
Most people who understand bitcoin know that there are two kinds of bitcoin. One is bitcoin, the asset which has a fixed supply and is quite volatile, and the second kind of Bitcoin, the network and protocol that maintains an immutable ledger that has never been hacked and is bullet proof, bomb proof and tank…
valentinrussanov/E+ via Getty Images Fiserv (NYSE:FI), not Pfizer or Fiverr, is one of the largest fintech in the world with $94 billion in market cap, $19 billion in annual revenues, and $3 billion in net income. The stock has a multidecade history of outperforming the S&P 500, and over the last 6 months, has accumulated…
alexsl TEI fund overview Templeton Emerging Markets Income Fund (NYSE:TEI) is a closed-ended fixed income fund focused on emerging markets. It has a mandate to invest at least 80% of its net assets in income-producing securities of sovereign entities and private sector companies in emerging market countries. In terms of corporate bonds, there is currently…
shih-wei Thesis The United States Commodity Index Fund, LP ETF (NYSEARCA:USCI) is a commodities exchange-traded fund. The vehicle aims to replicate the SummerHaven Dynamic Commodity Index, which is a market index investing in commodities futures: The SummerHaven Dynamic Commodity Index Total Return is an index designed to reflect the performance of a portfolio of 14…
marchmeena29 Thesis The Invesco Fundamental High Yield Corporate Bond ETF (NYSEARCA:PHB) is a fixed income exchange traded fund. The vehicle is based on the RAFI Bonds US High Yield 1-10 Index and will invest at least 80% of its total assets in the securities that comprise the respective index. As per its literature: The Index…
EvgeniyShkolenko Since I last wrote about China’s automotive services provider SunCar Technology Group (NASDAQ:SDA) in July, its share price is down by 32%. This wasn’t unexpected. At the time, its market multiples indicated that it was richly valued, especially in the context of a slowdown risk in China and its mounting expenses, partly on bad…