Stock Market

Laurence Dutton How the mighty have fallen This certainly hasn’t been the year in which to own hi-growth/hi value IT shares. For the most part, operational performance hasn’t mattered much; investors have trashed just about all IT vendors with what they believe to have been elevated valuations. They have even trashed the shares of IT

Marko Geber Lemonade (NYSE:LMND) is an Insurtech company that aims to disrupt the incumbent insurance industry, which has been dominated by a few humongous billion-dollar players for decades. The company was founded in 2015 by Daniel Schreiber and Shai Wininger (who was the Co-Founder) of Fiverr and had its fanfare IPO in April 2021. The

We Are Investment Thesis CRWD YTD Stock Price Seeking Alpha CrowdStrike (NASDAQ:NASDAQ:NASDAQ:CRWD) has plunged by -51.07%, since its hyper-pandemic peak of $284.58 in November 2021. However, there is obviously a massive baked-in premium, despite the tragic correction thus far. The stock is still trading at a hyper-inflated NTM P/E of 95.65x, against its YTD mean

As discussed previously, Apple (NASDAQ:AAPL) stock has held up very well compared to other FAANG stocks. Unlike other major mega-cap tech stocks, AAPL stock hasn’t been knocked lower by a poorly-received earnings release. In fact, investors responded positively to its most recent quarterly earnings report on Oct 27. In contrast to Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG,NASDAQ:GOOGL),

hh5800 These are unprecedented times with inflation at decades high. There is also uncertainty as to demand while supply chain problems that are persisting as China tries to tame Covid infection rates. Moreover, with the U.S bent on retaining its superiority for advanced artificial intelligence or AI processors over China and prioritizing onshoring of manufacturing,

There’s a good-news, bad-news situation with China-based electric vehicle (EV) manufacturer Nio (NYSE:NIO). The bad news is that some analysts reduced their price targets on NIO stock, and the company’s financial stats have some sore spots. Yet, there are also some highly encouraging data points to consider. Furthermore, potentially positive news from China could benefit Nio

guvendemir/E+ via Getty Images Boeing (NYSE:BA) made quite a good impression during its Investor Day. It goes without mentioning that significant challenges to remain competitive persist, but overall Boeing executives made a much better impression than in previous years. The Investor Day was little over two weeks ago and since then Boeing has made a

Bloomberg Law recently discussed the global mergers and acquisitions (M&A) market. Their analysis pointed out that even though the 2022 M&A volume is down from a record number of transactions in 2021, the potential deals in 2023 could be pretty standard relative to the pre-pandemic volume.  “This year’s total M&A deal volume was $3.1 trillion

PhonlamaiPhoto/iStock via Getty Images Investment Thesis From the Portfolio Manager’s desk Here at HB Insights we continue adding to our basket of med-tech stocks, filled with wonderful, selective opportunities with asymmetrical risk/reward. Globus Medical, Inc. (NYSE:NYSE:GMED) is a position we’ve been consistently active on sine FY20 in our equity risk both on the strategic and

Tsuji HSBC logo (NYSE:HSBC) Investment thesis In our last article on HSBC Holdings plc (HSBC) dated the 2nd of August, we concluded that it still offered investors good value, especially in view of the tailwind it had from higher net interest income and a more focused business. Now that the bank has published the financial

Big tech is taking an ax to its headcount, and Amazon (NASDAQ:AMZN) is no exception. The e-commerce and cloud computing giant recently announced its own round of mass layoffs, downsizing 10,000 corporate and technology positions. So far, this move has had little impact on AMZN stock. AMZN dropped 2.36% on the news, but shares have

CasarsaGuru/E+ via Getty Images Schwazze (OTCQX:SHWZ), formerly Medicine Man Technologies, Inc., has been performing well in 2022 under difficult economic conditions that have hit the cannabis sector hard. While its share price has dropped from approximately $3.25 in January 2021 to a 52-week low of $0.8665 on July 13, 2022, in response to its last

High inflation and soaring interest rates have been the main factor behind the double-digit stock downturn so far this year, but alongside these macro factors, many stocks have plunged due to more company-specific issues—for example, corporate scandals. These scandals run the gamut, both in the type of scandal and the severity of the scandal. Categories

PonyWang Warren Buffett’s Berkshire Hathaway (BRK.A, BRK.B) is one of the greatest and largest investment firms of all time. The conglomerate has racked up returns of ~20% per year for over 57 years, with Warren Buffett at the helm. It has accomplished this through a highly disciplined and contrarian approach to value investing. In simple

Beaten-down lidar stocks could provide investors with one of the biggest opportunities of 2023. After all, lidar is an essential piece of the self-driving-auto puzzle. Lidar allows vehicles’ computers to take a 3D image of the area around them. The sensors can then measure the range or speed of objects, bounce lasers off the objects,

Ceri Breeze It has been a difficult year for a lot of UK based non-life insurers. High inflation in the sector’s claims supply chains has messed with pricing structures, while vehicle-related claims have climbed steeply since pandemic restrictions lifted. Even worse for the insurers, they can no longer milk loyal policyholders with steadily higher rates

sankai Arrow Electronics (NYSE:ARW) is a leading global value-added distributor of semiconductors and electronic components. Arrow benefits from economies of scale (purchasing over $25 billion of components, mainly semiconductors) and scope. The company sells tens of thousands of different products in over 90 different countries. Overview (Arrow Investor Presentation) Well positioned in the Value Chain

Liens Investment Thesis Cameco (NYSE:CCJ) dilutes its shareholders and takes on debt. That’s the bad news. Bad news at a time, when investors believe that the uranium market is about to improve. Even as the uranium market is perceived to be on the cusp of fundamentally improving, Cameco is still unprofitable, so unless investors fully

After making a double-digit move lower in October, don’t expect things to calm down with Alibaba Group (NYSE:BABA) stock this month. On Nov. 17, the Chinese e-commerce giant will report results for the preceding quarter, ending Sept. 30. In addition, investors will be keeping an eye on Alibaba’s results for “Singles Today,” which was Nov.

Mario Tama Shares of Altria Group, Inc. (NYSE:MO) revalued sharply lower in 2022, in part because JUUL Lab’s e-cigarettes were subject to an FDA ban earlier this year. Altria, which owns a 35% share in JUUL Labs, has written down the investment value to just $350M as of September 30, 2022, after paying $12.8B for