Insights
Access our latest insights & resources
Content Type
Shockwave (SWAV): Volatility Ahead?
Research, Policy
No more than 50% odds to CMS forestalling an implied facility cut of 25%+ for SWAV's IVL procedures...
Read more
UK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”
Research, Policy
Path forward emerges for MSFT proposed acquisition of ATVI...
Read more
EMEA Luxury Goods: A Play for Recessionary Times
Research, Fundamental
EMEA luxury goods present opportunity in face of potential global recession...
Read more
Health Care: MedTech Companies Poised for Widening Operating Margins
Research, Fundamental
Recent earnings calls point to supply chain improvements...
Read more
Old Revenue Is New Again
Research, Forensic
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
Read more
Johnson & Johnson (JNJ): Texas Two-Step Takes a Spill
Research, Legal
Johnson & Johnson (JNJ: Talc Bankruptcy Opinion and Implications
Read more
2023 REIT Outlook: Strong Fundamentals Lead the Way
Research, Fundamental
Strong fundamentals will help REITs remain resilient in the face of economic headwinds...
Read more
European Aerospace and Defense: Indirect Beneficiary of China Reopening
Research, Fundamental
Aerospace, Defense sectors to benefit from China re-opening...
Read moreENSG, BKD, OHI, SBRA: Two Key SNF Headwinds Amassing This Spring
Research, Policy
Skilled nursing facilities face two key headwinds in ongoing recovery...
Read more
Packaged Foods: 2023 Brings Tough Revenue Comps, but with Margin Recovery
Research, Fundamental
Packaged food companies to begin lapping price increased implemented over last year...
Read more