Insights
Access our latest insights & resources
Research Type: Fundamental
Revvity: Revitalized for Stronger Growth
Research, Fundamental
Rebranded as Revvity, it aims at becoming a high growth, high margin firm...
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Homebuilders: Gauging the Wind Under the Speculative Build Strategy
Research, Fundamental
Despite high home prices, elevated interest rates, and low...
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Walmart Isn’t Happy with Packaged Food Companies
Research, Fundamental
Walmart has recently voiced its concern over...
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European Coca-Cola Bottlers: Similar, but Different
Research, Fundamental
Despite being two of the largest European independent bottling partners...
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State Chartered Banks: What Lurks in the Shadows?
Research, Fundamental
We think there will be no shortage of headline risks for the U.S. banking industry...
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THEME-atic Parks: Priced for Fun?
Research, Fundamental
Theme Parks enjoyed record years across many financial metrics in 2022...
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Cybersecurity: The Elephant in the Room – Microsoft’s Impact on the Industry
Research, Fundamental
MSFT is the largest cybersecurity player in the market...
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Chile’s Plan for its Lithium Industry: What it Means for Albemarle if Passed
Research, Fundamental
The Chilean President recently announced a new plan...
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Automobiles: Auto Sales Slump Could Be Precursor to Production Cuts
Research, Fundamental
Last year, U.S. new vehicle sales hit their lowest level since 2011...
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