This article was written by Follow Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages…
ansardi If you got a smartphone at any time In recent years, it likely came with a fast charger. The odds are, overwhelmingly, the components were either gallium nitride (GaN) or silicon carbide (SiC). A vast majority of GaN power integrated circuits, and a growing portion of SiC devices, contain components and technology from Navitas…
CRISPR Therapeutics AG (NASDAQ:CRSP) Citi 2024 Virtual Oncology Leadership Summit Conference February 21, 2024 1:00 PM ET Company Participants Samarth Kulkarni – Chairman and Chief Executive Officer Conference Call Participants Yigal Nochomovitz – Citigroup Yigal Nochomovitz All right. Welcome back, everyone, to the next session of Citi’s Virtual Oncology Leadership Summit. I’m Yigal Nochomovitz, one…
Funtap UiPath (NYSE:PATH) has been one of the most hyped IPOs of the COVID bubble and has since dropped over 80% to its lows until it recovered in 2023, now down 62% since IPO. The company operates in a high-growth market, so let’s take a look without further ado. Robotic Process Automation Industry UiPath operates…
OpenAI President Greg Brockman, a pivotal figure in the company’s technical achievements, resigned from the board on the same day as Altman’s dismissal. Following the untimely departure of Sam Altman, Emmett Shear, co-founder of Twitch, has been named as the interim CEO of OpenAI, according to reports. This move aims to provide stability during a…
SEC Chair Gary Gensler said the agency would greenlight the reboot of the exchange if “Tom or anybody else” did it within the law. In an encouraging development, the US Securities and Exchange Commission (SEC) has hinted at the possibility of approving the revival of the beleaguered cryptocurrency exchange FTX, if the incoming leadership adheres…
Although the court says that the SEC acted “arbitrarily and capriciously, in violation of the APA,” it would still allow the agency to redeem itself. Stuart Alderoty, the chief legal officer for Ripple, has expressed concerns over the state of the United States Securities and Exchange Commission (SEC) under the leadership of current chair Gary…
CentralITAlliance/iStock via Getty Images Investment Thesis We ascribe a Buy rating on Instructure driven by 1) massive and underpenetrated TAM with growing focus and adoption on digital technologies 2) its leadership position within the US 3) expansion within international markets (K-12 market in rest of the world is worth $2.5 trillion and assuming even 1%…
bin kontan Dear subscribers, Generally speaking, when something yields 10%+, you’re well-served to stay away from it, or at the very least be very aware of what you’re getting into if you put money to work in such an investment. Highwoods Properties (NYSE:HIW), which currently yields almost 10.2%, is no different from any other company…
sanjeri Thermo Fisher Scientific (NYSE:TMO) is a leading research and development company and provider of laboratory products and services headquartered in Waltham. The company has long been a key player in developing and commercialization of laboratory equipment, reagents, analytical instrumentation, and diagnostic systems utilized for research purposes, the discovery of new drugs and vaccines, the…
martin-dm/E+ via Getty Images Tapestry deal signals a positive sentiment Tapestry (TPR) has agreed to acquire Capri Holdings (CPRI) for $57 per share in an all-cash deal valuing Capri at approximately $8.5 billion enterprise value. In May, we published a paper and took a position on Capri because we thought the value was favorable. We…
NXP Semiconductors N.V. (NASDAQ:NXPI) KeyBanc Technology Leadership Forum August 7, 2023 4:00 PM ET Company Participants Jeff Palmer – VP, IR Conference Call Participants John Vinh – KeyBanc Capital Markets John Vinh Good afternoon, everybody. My name is John Vinh. I cover semis here at KeyBanc Capital Markets. And we’re pleased to have Jeff Palmer,…