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Research
By
Luke Hallard
Published On: July 11, 2024
Luke’s July 2024 Conviction Rating Review
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By
Luke Hallard
Published On: July 8, 2024
Airtel Africa: Strategic Growth and Economic Headwinds in 2024
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By
Luke Hallard
Published On: July 5, 2024
NIKE Continues to Navigate a Difficult Fiscal Environment
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By
Luke Hallard
Published On: July 4, 2024
NVIDIA in 2025: Surging Demand, Skyrocketing Revenues, and the Rise of Sovereign AI
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By
Simon Erickson
Published On: June 15, 2024
Luke’s June 2024 Conviction Rating Review
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By
Luke Hallard
Published On: June 13, 2024
Sell Enphase Energy
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By
Luke Hallard
Published On: June 6, 2024
A Tale of Two Cybersecurity Leaders
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By
Simon Erickson
Published On: May 15, 2024
Luke’s May 2024 Conviction Rating Review
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By
Luke Hallard
Published On: May 14, 2024
Shopify’s Valuation May Be Riding on Unsustainable Consumer Spending – We’re Putting it on HOLD
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By
Simon Erickson
Published On: April 14, 2024
Luke’s April 2024 Conviction Rating Review
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By
Luke Hallard
Published On: April 8, 2024
Sell Shockwave Medical
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By
Simon Erickson
Published On: March 11, 2024
Luke’s March 2024 Conviction Rating Review
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By
Simon Erickson
Published On: February 12, 2024
Luke’s February 2024 Conviction Rating Review
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By
Luke Hallard
Published On: February 3, 2024
Navigating Match Group’s Mixed Signals in 2024
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By
Simon Erickson
Published On: January 12, 2024
Nike’s Suffering in a Tough Macro; We’re Moving Shares to “Hold”
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By
Simon Erickson
Published On: January 11, 2024
Luke’s January 2024 Conviction Rating Review
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