Equity Quickie: GlobalFoundries Inc

Here’s a high-level summary of GlobalFoundries Inc (NASDAQ:GFS), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…

Retrospective: Week of 5/26-5/30

Macro Events & News It was a holiday-shortened week, but far from uneventful—volatility and headline-driven swings were front and center. Markets opened strong on Tuesday following news that the broad…

Equity Quickie: Netflix Inc

Here’s a high-level summary of Netflix Inc (NASDAQ:NFLX), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…

Retrospective: Week of 5/19-5/23

Macro Events & News Markets opened the week surprisingly resilient, weathering the Moody’s U.S. credit downgrade shared last Friday with only a slight decline compared to the sharp sell-offs following…

Equity Quickie: Snap Inc

Here’s a high-level summary of Snap Inc (NASDAQ:SNAP), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…

Retrospective: Week of 5/12-5/16

Macro Events & News The markets extended their rally this week as tariff concerns eased following a temporary de-escalation in U.S.-China trade tensions, with both sides agreeing to reduce the…

Equity Quickie: Adobe Inc

Here’s a high-level summary of Adobe Inc (NASDAQ:ADBE), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…

Equity Quickie: Costco Wholesale

Here’s a high-level summary of Costco Wholesale (NASDAQ:COST), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…

Retrospective: Week of 5/5-5/9

Macro Events & News The positive momentum from the prior week faded quickly on Monday, as traders likely took profits after the strong rally fueled by robust earnings and encouraging…

Equity Quickie: Uber Technologies

Here’s a high-level summary of Uber Technologies (NYSE:UBER), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…