Key Takeaways Elevated interest rates since 2022 have sharply reduced new home construction, with housing starts falling by approximately a third through late 2023. High borrowing costs have driven up...
Key Takeaways Several well-established firms, including Fiserv, UnitedHealth Group, and Novo Nordisk, are currently trading significantly below their fair value despite solid fundamentals. Valuation gaps arise from temporary headwinds, with...
Key Takeaways Spirit Airlines has filed for Chapter 11 bankruptcy for the second time in under a year, citing continued operational and financial strain. The failed $3.8 billion JetBlue merger...
Key Takeaways Bank of America has revised its six-year average gold price forecast up by 6% to $3,049/oz, citing risks to Federal Reserve independence. Investor concern over politically influenced monetary...
Key Takeaways Kraft Heinz is reportedly considering a corporate split, potentially separating its grocery staples from its sauces and condiments division. The company’s underperformance since its 2015 merger with Kraft...
Key Takeaways Duolingo trades at a discount on the EV/FCF metric despite strong free cash flow growth and sustained profitability. The company boasts exceptional performance on the Rule of 40,...
Key Takeaways Alibaba posted a 10% year-on-year rise in customer management revenue from Taobao and Tmall, indicating successful user engagement strategies amid fierce domestic competition. The Cloud Intelligence Group delivered...
Key Takeaways The S&P 500 trades at a premium valuation of 29x trailing earnings, despite modest single-digit earnings growth for many constituents. Alphabet Inc. appears undervalued relative to its historical...
Key Takeaways Florida’s housing market has transitioned from pandemic-era exuberance to a cooling phase marked by rising inventory and stabilising prices. Inventory surged in 2024, with active listings increasing by...
Key Takeaways Chemomab Therapeutics (NASDAQ: CMMB) received a significant analyst price target upgrade from $10 to $25, while maintaining an ‘outperform’ rating. Nebokitug, the company’s lead candidate, showed positive Phase...
