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22 Aug, 2024
Eli Lilly (LLY):Drug Pricing & Overcoming 4 Key Challenges —What’s Their Winning Formula & Future Outlook ?- Major Drivers, Thesis & Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF,…
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22 Aug, 2024
Fortinet Inc.: These Are The 5 Biggest Factors Securing Cybersecurity Giants Leading Market Position!- Major Drivers , Thesis & Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF,…
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22 Aug, 2024
Expedia: Bears Say Growing Pains Ahead? 4 Challenges That Keep Us Less Optimistic!- Major Drivers, Thesis & Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF, Valuation, Peer Analysis,…
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22 Aug, 2024
Home Depot (HD): Can the Feds September Rate Cut and SRS Acquisition Shield Against 4 Key Challenges?- Major Drivers, Thesis & Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF,…
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22 Aug, 2024
Vertex Pharmaceuticals: Breaking Down the Alpine Acquisition – CF Franchise, Outlook and their 4 Key Challenges! Major Drivers, Thesis & Initiation of Coverage :Earnings Review F2Q24,…
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22 Aug, 2024
ExxonMobil: Leaning into Growth—Pioneer Integration, Emerging High-Value Ventures and Guyana Production Moving the Needle !-Major Drivers, Thesis & Initiation of Coverage :Earnings Review F2Q24,…
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22 Aug, 2024
Forward Air (FWRD) in Ancoras Gambit: Strategic Review, Private Market Exit, or Face Shareholder Activism—Which Path Will Maximize Shareholder Value?-Major Drivers, Forecasts,Market Valuation,…
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22 Aug, 2024
International Paper: Can the DS Smith Acquisition and These Overhaul Strategies Ensure LT Profitability and Unlock Value?- Major Drivers & Initiation of Coverage :Earnings Review F2Q24,…
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22 Aug, 2024
Teledyne Technologies (TDY): A Tale of Two Cities – Navigating Divergent Segment Performance for Future Growth!- Major Drivers & Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF,…
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22 Aug, 2024
Taiwan Semiconductor (TSM): What’s Driving Estimates Higher? Incemental AI Demand, Possible Price Hike & More Growth Drivers! Financial Forecasts, Valuation Scenarios, Peer Analysis & Risks
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22 Aug, 2024
ASML Holding 2Q24 Review: TSMCs High-NA EUV Adoption & Strong Orders Shift Focus to China – 3 Reasons Were Optimistic -Initiation: Key Metrics, Growth Drivers, Strategy, Forecasts, Valuation,…
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22 Aug, 2024
Booking Holdings: A Reason to Come to Us – Analyzing their Biggest Competitive Edge in Global Travel!-Major Drivers & Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF, Valuation, Peer…
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22 Aug, 2024
Cognizant (CTSH): Is AI a Near-Term Fear? How Acquisitions and Strategies Are Increasing Service Breadth- Major Drivers & Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF, Valuation,…
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22 Aug, 2024
Alcoa (AA) 2Q24 Review: Alumina Acquistion Steals the Show, But Merger Dilution Eclipses Tight Supply Advantages! Analyzing Synergies, Alumina Market Dynamics, 3 Growth Drivers & Outlook
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22 Aug, 2024
Palantir’s Warp Speed: How Are They Differentiating from AI Competitors to Stay Competitive?- Major Drivers & Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF, Valuation, Peer Analysis,…
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