jetcityimage/iStock Editorial via Getty Images Investment thesis Eli Lilly’s (NYSE:LLY) stock is on fire after the massive success of its new drugs aimed at treating diabetes and obesity. The company has a stellar track record of success and will likely continue delivering strong results over the long term. However, my valuation analysis suggests that the…
Sibani Das Introduction In our previous article, we presented our thesis that projected CleanSpark (NASDAQ:CLSK) to do the following: 24% shareholder dilution to fund its 16 EH/s expansion plans 2x potential return from $428mil market cap to $1.27bn market cap Now that these projections have been realized, this article serves as an update to our…
binabina/E+ via Getty Images Dear readers/followers, In this article, I’ll be providing you with an update on Old Republic International (NYSE:ORI). I’ve been covering this company and its prospects a few times in the past. This is an updated article for my previous thesis on the company to the piece published a few months back…
Phynart Studio/E+ via Getty Images After previously covering Lincoln Electric (NASDAQ:LECO) with a hold rating, the stock has seen great price action, soaring to new highs. However, after examining the firm’s fundamentals and future expectations, I still believe that Lincoln Electric is currently overvalued, resulting in a hold. Business Overview Lincoln Electric Holdings, Inc. and…
skynesher/E+ via Getty Images Investment Thesis Charles River Laboratories (NYSE:CRL) operates in the lucrative and stable Diagnostics & Research sector for biopharmaceutical companies. The company was a remarkable outperformer, delivering impressive returns of 15% annually compounded over 21 years, reaching its zenith in 2021. However, this success was accompanied by substantial overvaluation, leading to a…
Justin Sullivan Nvidia Corporation (NASDAQ:NVDA) stock is up more than 1,200% in the last five years and 238% year-to-date (YTD). However, even after beating fiscal Q3 2024 earnings estimates and issuing guidance that also surpassed expectations, the future cash flow expectations baked into the current stock price are disconnected from reality. We think they are…
