We Were Wrong About Carvana (CVNA) We rated Carvana (CVNA) 1/10 in late November 2022 due to its $9.2 billion in liabilities from pandemic expansion. ...
Comcast (CMCSA) is among the few cable and media sectors to buy. Unlike Verizon Communications (VZ), Warner Bros (WBD), or Sony (SONY), CMCSA stock consolidated...
The automobile sector continues to languish. In Europe, Volkswagen (VWAGY) plans to close at least three German plants, jobs, and cut costs. Weakness in the...
Canada’s Restaurant Brands International (QSR), the parent company of Tim Hortons, has issued third-quarter financial results that missed analysts’ targets across the board. The Toronto-based...
Is Microsoft (MSFT) Now an AI Company? Investors have become accustomed to strong quarters from Microsoft (MSFT), but Q1 2025’s performance showed how AI is...
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Focus Growth Strategy” third quarter 2024 investor letter. A copy of the letter can be downloaded...