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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
D.R. Horton 3Q24 Review: Defying Elevated Mortgage Rates with Price Point and Geographic Mix, Will Above Market Growth Drive Forward? Initiation of Coverage : Growth Drivers & Outlook,…
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22 Aug, 2024
ResMed (RMD): Riding Megatrends! Can Samsungs De Novo FDA Clearance and Patient Flow Ensure Continued Margin Expansion?- Major Drivers & Initiation of Coverage :Earnings Review F2Q24,…
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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
Southern Copper (SCCO): Can Soaring Demand and Expansion Plans Justify Stretched Valuation? Key Driving Factors- Initiation of Coverage :Earnings Review F1Q24, Growth Drivers & Outlook,…
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22 Aug, 2024
TE Connectivity (TEL): Hammering Through the Year! The Impact of AI, Electrification, and Operational Mastery on Future Growth? Analysing 3 Strategic Pillars & Major Drivers, Forecasts, DCF,…
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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
Best Buy (BBY): Modest Industry Rebound Ahead – Is Gen AI the Key to Reviving Topline Growth? Initiation of Coverage :Earnings Review F1Q25, Growth Drivers, Forecasts,DCF, Valuation, Trading Comps,…
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22 Aug, 2024
Intel (INTC): Wood to Chop! Will Competitive Struggles Make the Turnaround More Painful Than Expected? Our Thesis, Drivers, Forecasts, Valuation Peer Analysis, Challenges & Key Risks
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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
United Airlines (UAL) 2Q24 Review: Premium Segmentation – The Key to Uniting and Navigating Capacity Challenges? Initiation of Coverage :Earnings, Growth Drivers & Outlook, Forecasts,DCF, Relative…
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22 Aug, 2024
Flywire (FLYW): Can It Strike Gold Amid Sale Exploration Buzz, Invoiced Acquisition & F2Q24 Revelations?- Analyzing Market Valuation, Peer Analysis & Peer Comps, Future Growth Potential/Drivers- M&A
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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
Enphase Energy: With Inventory Stabilized, Whats Next? Unveiling 2 Biggest Factors Influencing Future Growth- Major Drivers & Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF,…
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22 Aug, 2024
Netflix (NFLX) 2Q24 Review: Building the Empire of Engagement – What’s Their Blueprint Driving the Estimates Higher? Initiation of Coverage :Earnings Review, Growth Drivers & Outlook,…
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