Month: September 2022

Rasi Bhadramani Investment summary Globus Medical, Inc. (NYSE:GMED) continues to offer compelling long-term value in both its niche characteristics and return on investment differentials to peers in the space. Whilst it operates in a capital-intensive environment, its return on invested capital easily surpasses the WACC hurdle and the growth in investment each year. The company
0 Comments
The shift to safer bets amid high inflation and other macro challenges significantly pulled down several growth stocks this year. Most of these growth stocks were trading at sky-high valuations after gaining immensely from pandemic-induced tailwinds. Just when several analysts felt that growth stocks had bottomed out and were poised to rebound, Federal Reserve Chair
0 Comments
Travelers who utilize travel search engines and fare aggregators such as Kayak may well wonder, since Kayak’s services are free to consumers, how such companies make money. Companies like Booking Holdings (BKNG)—formerly known as Priceline, which acquired Kayak in 2013—bring in billions of dollars in annual revenue. Kayak earns money through advertisements, when it refers
0 Comments
In this article LULU PD AVGO Pedestrians wearing protective masks walk past a Lululemon store in San Francisco, California, on Monday, March 29, 2021. David Paul Morris | Bloomberg | Getty Images Check out the companies making headlines in after-hours trading. Lululemon — Shares of activewear brand Lululemon jumped 9.4% after the company reported quarterly
0 Comments
Csondy Investment Thesis Chico’s FAS (NYSE:CHS) is among the best performing retailers, which is even more impressive given the challenging overall macroeconomic environment. Prior to the pandemic, management set the stage for a massive turnaround, which is now bearing fruition. While other retailers merely battled for survival during the pandemic, CHS became stronger. This is
0 Comments
Amazon (AMZN) is one of the most valuable companies in the world, with a market capitalization exceeding one trillion dollars. One-way AMZN has continued to grow is by introducing new products and acquiring complementary businesses. One such product is Amazon Prime. This membership service gives subscribers certain perks like free two-day shipping of products, access
0 Comments
In this article DIS PSTG OKTA NTNX MDB FIVE The inside of one of Five Below’s existing locations. Five Below Check out the companies making headlines after hours. Pure Storage — The tech stock jumped 7% after the data storage developer surpassed profit and revenue expectations. Pure Storage also issued strong third-quarter and full-year revenue
0 Comments
FooTToo The current geopolitical environment has pushed on the demand for locally available and sustainable energy sources. Clean Energy Fuels Corp. (NASDAQ:CLNE) is a significant provider of renewable natural gas (RNG) for the transport industry. Earlier this month, the US passed an ambitious climate bill to reduce carbon emissions across many industries, including transportation. The
0 Comments
Electric vehicle manufacturers got a shot in the arm last week when California announced it would end the sale of 100% gasoline-powered cars and trucks by 2035. While the legislation will allow the sale of plug-in electric hybrids (PHEVs), the news can only help already hot EV stocks.  The California Air Resources Board (CARB) approved the
0 Comments