itchySan Investment thesis I believe AZEK Co. (NYSE:AZEK) is undervalued. I expect outdoor living industry to see continued growth as more people spend time outdoors, and AZEK’s products, particularly its decking product, offer a compelling […]
Trading Global Markets, Central Banks, Inflation, Globalization – Talking Points Traders tend to stick with their home markets in the early days Access to global assets has never been easier But increasing fragmentation could pose […]
Brandon Bell/Getty Images News Netflix (NASDAQ:NFLX) is my top pick in 2023. This article covers its business overview and a recap of the Connected TV (”CTV”) Ad space, my investment thesis, stock valuation, and my […]
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