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Desk Notes: Watchlist Upgrades & Downgrades
Posted inCoverage Notes

Desk Notes: Watchlist Upgrades & Downgrades

The Watchlist is getting a refresh for the start of 2026. This update includes a series of upgrades and downgrades that reflect meaningful shifts in the underlying investment theses. The…
Posted by axb January 12, 2026

Recent Posts

  • The Week Ahead: Week of 1/19-1/23
  • Earnings: BlackRock FY25 Q4
  • Earnings: Goldman Sachs FY25 Q4
  • Earnings: Taiwan Semiconductor Manufacturing Corp FY25 Q4
  • Desk Notes: Watchlist Upgrades & Downgrades

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About the Blog

With decades of experience in business consultancy and entrepreneurship, august bear has worked closely with leadership teams to analyze and refine operational strategies that drive growth and profitability. This extensive hands-on experience has fostered a deep understanding of how business models are built, scaled, and optimized—particularly in the fast-evolving tech sector. Whether an investor seeking an edge, a business leader exploring new perspectives to refine strategy, or an enthusiast looking to understand how technology is transforming industries, this blog provides an in-depth look at the forces shaping the future of business and innovation.

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