Posted inMarket Commentary

Retrospective: Week of 2/3-2/7

Macro Events & News The week started strong as trade war concerns eased, with most impacted parties walking back tariff-related tensions. Strong earnings, including solid reports from the remaining Mag…
Posted inResearch Reports

Equity Quickie: Workday

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

Retrospective: Week of 1/27-1/31

Macro Events & News The markets saw a boost this week, driven by continued solid earnings & guidance by megacap names, commentary from the Federal Reserve Chair, and PCE data.…
Posted inResearch Reports

Equity Profile: Apple

IntroductionCore BusinessCompetitive PositioningManagementFinancialsRisksTLDRAll Your Base Are Belong To Us Introduction Apple Inc. (NASDAQ:AAPL) is a multinational technology company that designs, manufactures, and markets consumer electronics, software, and services. Apple’s flagship…
Posted inMarket Commentary

Retrospective: Week of 1/20-1/24

Macro Events & News The markets were closed Monday in observance of Martin Luther King Jr. Day. The week also marked the inauguration of Donald Trump, with policy details beginning…
Posted inResearch Reports

Equity Quickie: Apple

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

Retrospective: Week of 1/13-1/17

Macro Events & News The softer PPI at 0.2% and in-line CPI at 2.9% helped ease fears of a renewed inflation surge, raising hopes for earlier-than-expected rate cuts. This relief…
Posted inResearch Reports

Equity Quickie: Dell

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

Equity Quickie: Accenture

Here’s a high-level summary of Accenture (NYSE:ACN), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers receive…
Posted inResearch Reports

Equity Profile: Rivian

IntroductionCore BusinessCompetitive PositioningManagementFinancialsRisksTLDRAll Your Base Are Belong To Us Introduction Founded in 2009, Rivian Automotive, Inc. (NASDAQ:RIVN) is an electric vehicle (EV) manufacturer committed to redefining the automotive industry through…