101cats/iStock via Getty Images Introduction GameStop (NYSE:GME) has seen an 80% rally in the last 5 days, with a massive jump after a tweet from its prolific investor Keith Gill, or Roaring Kitty as he is known on the internet. I wanted to look at the company’s performance throughout 2023 and see if it is…
Robert Way/iStock Editorial via Getty Images Summary Readers may find my previous coverage via this link. My previous rating (published in mid-October 2023) was a buy, as I believed Fox Corporation (NASDAQ:FOXA) had potential for continued growth, driven by its digital strategy and content leadership. Additionally, relative valuation against peers suggested that FOXA was cheap….
da-kuk Investment overview The central point of an investment analysis into Varonis Systems (NASDAQ:VRNS) is its transition into a SaaS model. While this transition is a growth tailwind in the near term, it has long-term benefits as it drives higher contribution margins and shorter sales cycles. In other words, I view the SaaS model as…