TU IS Investment Thesis Braze, Inc. (NASDAQ:BRZE) provides a platform for businesses to engage with their customers across various channels like emails and app notifications, think Salesforce (CRM) or HubSpot (HUBS). They specialize in personalized messaging, helping businesses communicate with their customers. Braze’s bull case is focused on this company’s fast progression towards break-even profitability….
MicroStockHub/iStock via Getty Images India is an emerging economic powerhouse, and equity valuations are near record highs. We believe GARP investing may be key to accessing its growth while navigating soaring valuations. With India on track to become the world’s third-largest economy with a projected GDP of $5T by 20271, this emerging economic powerhouse has…
Julio Tamayo LendingTree, Inc.’s (NASDAQ:TREE) stock chart and trend looks like something straight out of a horror movie about stock market. The stock is down 52.34% in the last 10 years 93.73% in the last 5 years 44.66% in the last year 36.90% YTD 45.74% in the last 6 months 23.12% in the last month…
Pgiam/iStock via Getty Images Investment summary Trading at a c.50% discount to the sector at 8x forward earnings and 9x forward EBIT, Allegiant Travel Company (NASDAQ:ALGT) has popped onto our radar with potential relative value. As I’ll cover here today, though, the economic value of ALGT in the investment context does not support a rating…
dgdimension Technip To Hold Its Ground I have been discussing Technip Energies N.V. (OTCPK:THNPY) in the past, and you can read the latest article here. The company’s outlook has brightened following the continued involvement in the second phase of Qatar NFE’s LNG expansion project. It is also involved in similar projects in the Americas and…