Richard Drury/DigitalVision via Getty Images Introduction After I first published my bullish call on Super Micro Computer, Inc. (NASDAQ:SMCI) in January 2024, the stock more than doubled within a few weeks, leading me to assume that this rally could not be sustainable – hence my downgrade in February. SMCI became the strongest stock in Q1…
Pgiam/iStock via Getty Images It’s time for an update on The Goldman Sachs Group, Inc.’s (NYSE:GS) stock. Our latest coverage of Goldman’s stock was before it released its third-quarter earnings, wherein we also stated the stock had a fair value of around $301. Since then, the stock has nearly reached the $400 level. Moreover, Goldman…
kate_sept2004/E+ via Getty Images Investment Thesis LifeMD, Inc. (NASDAQ:LFMD) is a telehealth company that provides online healthcare services, specializing in men’s health and weight management. Recently, their prospects have gained traction on the back of their success in the GLP-1 weight management program. For now, business is clearly growing at a rapid rate and is…
Austin Alexander is Co-Founder of LayerTwo Labs, a company focused on advancing the Bitcoin ecosystem through innovative solutions and specializing in the development of Drivechain, a specific type of blockchain sidechain designed to foster creativity and scalability within Bitcoin. The Bitcoin network is currently standing at a crossroads of tradition and innovation, with its future…
tum3123 By Patrick O’Connell, CFA| Christian DiClementi| Elizabeth Bakarich, CFA Just six metrics can effectively assess sovereign issuers’ sustainability and provide guidance for both issuers and investors. From a sustainability perspective, investing in sovereign emerging-market debt can feel messy. Most investors feel just familiar enough with individual EM countries to fall prey to subjective judgments…
Nikada By Elizabeth Bebb Factor indices aim to provide investors the means to access factor exposure in a cost-effective and transparent way. S&P DJI offers sustainability versions of factor indices that incorporate environmental, social and governance (ESG) scores, which allow investors to align their investments with their interests while seeking to improve risk/return dynamics. Launched…
pcess609 Transcontinental Inc. (TSX:TCL.A:CA)(OTCPK:TCLAF) recently delivered beneficial expectations with regards to operating margin growth thanks to recent cost initiatives and the deployment of raddarTM. I believe that recent investments in sustainable packaging could bring the attention of ESG funds and investors interested in sustainability investments. Under my different case scenarios, I obtained a valuation that…
NicoElNino Investors, regulators, governments, suppliers, and others are playing a critical role in shaping environmental, social, and governance (ESG) practices as stakeholders look towards sustainability. To discover how these considerations are changing the landscape of credit risk management, S&P Global Market Intelligence (“Market Intelligence”) hosted a webinar, which examined the growing focus on ESG issues,…
Dubbed the Digital Energy Council (DEC), the team is in Washington DC and was established on the 15th of August. The US crypto mining sector has created a lobby group targeted at dispelling misconceptions about its sustainability. Majorly, the DEC wants to address the misbelief about its sustainability with policymakers. The US government has kept…
Totojang/iStock via Getty Images By Coco Zhang, Ewa Manthey, Rico Luman China dominates downstream EV battery supply chains China has massively pushed electric vehicle (EV) sales in recent years which has helped to further develop the battery supply chain. China’s dominant role in battery metals supply chains, as well as export restrictions in other countries,…