Compania Cervecerias Unidas' earnings rely on unsustainable FX gains in Argentina, while core operations face challenges. See ...

Delta Air Lines' focus on premium travel, cost control, and shareholder returns makes it a strong 2025 investment. Read here ...

Transportadora de Gas del Sur (TSG) is a top investment in Argentina’s energy sector, with strong gas operations and ...

Eversource Energy shines with rising electricity demand, robust investments & cash flow growth. See why ES stock is ...

MicroStrategy's bold Bitcoin strategy: high-risk, high-reward, with potential 2030 NAVs up to $400B. Read more on MSTR stock ...

A-Mark's margins remain thin, and inventory risks are elevated, but the balance sheet is strong. Read why I rate AMRK stock a ...

Protean Small Cap returned 5.5% in May, outperforming its index by 2.5% points. Click here to read the full letter, including ...

Nebius Group is now entering new markets beyond Europe and the US. Click here to read why I reiterate my Strong Buy rating.

Clorox stabilizes margins and profits but faces growth challenges. CLX stock is fairly valued at 19x forward PE. Read here ...

Ingram Micro operates in a massive, growing IT market but has failed to translate this into revenue or margin growth. See why ...

As we approach the midpoint of 2025, volatility is defining the investment landscape. The Trump administration in the U.S.

Counterpoint Research cut its 2025 global smartphone shipment growth forecast to 1.9% year-over-year citing renewed ...