Fotofantastika/iStock Editorial via Getty Images My last article about Bayer AG (OTCPK:BAYZF) (OTCPK:BAYRY) was published only about two and a half months ago, but as this seems to be a turbulent (and interesting) time for Bayer, I will provide another update. Not only did Bayer report first quarter results on Tuesday, but about three weeks…
triloks/E+ via Getty Images Elevator Pitch I rate MakeMyTrip Limited (NASDAQ:MMYT) as a Buy. The long-term top-line growth prospects for MMYT are positive, and the company is well-positioned for margin expansion with multiple profitability improvement levers. Company Description MakeMyTrip calls itself a “travel service provider in India” that owns “well-recognized travel brands” in the company’s…
hapabapa Netflix (NASDAQ:NFLX) reports their financial results for their first calendar quarter of 2024, after the market closes on Thursday, April 18th, 2024. The 12/31/23 quarter was the big upside surprise as Netflix saw 13.2 million subscriber adds, vs. the 8.8 million expected, with 2.8 million coming from US and Canada, the slower-growing region. The…
stock_colors Introduction And Thesis Reynolds Consumer Products Inc. (NASDAQ:REYN) is a leading consumer goods company known for its innovative and sustainable solutions. The company is recognized for its iconic brands like Reynolds Wrap and Hefty, offering a wide range of products including food storage, aluminum foil, and disposable tableware. REYN has a leading commercial position…
howtogoto/iStock via Getty Images By the end of January, I saw some early green shoots in the case of The Honest Company (NASDAQ:HNST). Shares had seen some incredible momentum as a $1 stock in November had risen to $3 per share at the time, backed up by incremental improvements in the business, as the situation…
HAYKIRDI Disney (NYSE:DIS) reported their earnings on February 7th after market close, with a notable reduction in their Direct-to-Consumer business. I presented my ‘Buy’ thesis in my previous article, indicating that their Direct-to-Consumer segment is on the path to generating real profitability. I am impressed by their $3 billion share buyback plan in FY24. Therefore,…
Supatman/iStock via Getty Images Investment Thesis Coursera (NYSE:COUR) pulled in positive free cash flow for the first time in 2023, due to not only the strong revenue but also net income growth. Although its liquidity and cash position have strengthened, its profit margin has taken a hit, showing the constraints of its scale up efforts….
Torsten Asmus/iStock via Getty Images Purpose I look at the high frequency weekly indicators because while they can be very noisy, they provide a good nowcast of the economy, and will telegraph the maintenance or change in the economy well before monthly or quarterly data is available. They are also an excellent way to “mark…
CommerceBlock is releasing Mercury Layer today, an improved version of their variation of a statechain. You can read a longer form explanation of how their Mercury statechains work here. The upgrade to Mercury Layer represents a massive improvement against the initial statechain implementation, however unlike the initial Mercury Wallet release, this is not packaged as…
DaLiu/iStock via Getty Images Purpose I look at the high frequency weekly indicators because while they can be very noisy, they provide a good nowcast of the economy, and will telegraph the maintenance or change in the economy well before monthly or quarterly data is available. They are also an excellent way to “mark your…
Binance says it has agreed to a robust monitorship for its compliance and sanctions control programs. Popular crypto exchange Binance has revealed that it has made significant progress with regulators. This follows after its recent run-in with regulatory bodies such as the US Securities and Exchange Commission (SEC) and the (CFTC). In a Tuesday blog…
JHVEPhoto Potbelly Corporation’s (NASDAQ:PBPB) Q3 2023 earnings report confirms that its sequential sales growth is slowing. Adjusted for seasonality, Potbelly’s Q3 2023 sales were similar to its Q2 2023 sales, and its guidance for Q4 2023 indicates expectations for a similar sales level there too. I’d expect Potbelly to guide to flat to low-single digits…
zorazhuang Baidu, Inc. (NASDAQ:BIDU) emerged with a resilient and strategically sound financial performance in Q3 2023 amid a challenging economic landscape. The company witnessed a notable year-over-year increase in total revenues, primarily driven by the robust performance of Baidu Core, which experienced a year-over-year growth. A significant contribution to Baidu’s success came from its streaming…
thodonal Elevator Pitch Trupanion, Inc. (NASDAQ:TRUP) shares are assigned a Hold investment rating. I have a favorable opinion of TRUP’s new CFO appointment, but I am aware that it will be a year before the company’s profitability improves to the mid-teens percentage level. Company Description TRUP calls itself a “direct-to-consumer, monthly subscription business that provides…
Joe Raedle Investment thesis Our current investment thesis is: SWK is a high-quality business, with a strong portfolio of brands, a reputation for quality and durability, a diversified revenue profile, and a strong capital allocation strategy that involves supporting organic growth with M&A. The business has faced significant headwinds in recent quarters, contributing to a…
MesquitaFMS/E+ via Getty Images Investment Thesis I wanted to take a look at SP Plus Corp.’s (NASDAQ:SP) financials to see whether it is a good time to invest in the company for the long haul. I believe that even with a slight improvement in gross margins, the company would be a buy, however, it will…
JillianCain Lowe’s (NYSE:LOW) operates in the home improvement industry, a sector that will experience several long-term tailwinds. Its economies of scale help the business offer the greatest value proposition among competitors. With great management aligned with shareholders and a fair valuation, I think Lowe’s is a great business to include in many portfolios. Business Model…
Chip Somodevilla Shares in The TJX Companies (NYSE:TJX) have outperformed over the past year due in part to consumer trade down, as detailed in my prior coverage on the stock. With their outperformance in mind, are shares a buy ahead of earnings? Here’s what to watch when TJX reports Q2 results on Wednesday. TJX Key…
