Baloncici/iStock Editorial via Getty Images Investment thesis We expect Japan Tobacco (OTCPK:JAPAF) to exit the Russian market. This will have a materially negative impact on earnings, but we believe is priced into the shares. With […]
SergeyMihalenko/iStock via Getty Images From July 2021 to April 2020, Intrepid Potash (NYSE:IPI) stock price increased by more than 300% to $120 per share. However, despite the incremental potash price trend, the stock’s price dropped […]
jaanalisette Thesis Twilio Inc. (NYSE:TWLO) will report its Q2 earnings release on August 4. Given the intensifying macro headwinds, we believe the market will continue to parse management’s guidance on its path to profitability. Twilio’s […]
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