Kuzmik_A/iStock via Getty Images Over the past several months, we have seen a surge in the number of people seeking to raise their incomes. This makes a great deal of sense as price of necessities […]
vzphotos Introduction My thesis is that Micron’s (NASDAQ:MU) valuation is tricky. The industry is cyclical, technology changes are hard to model, and the rationality of competitors is difficult to predict. Dynamic random access memory (“DRAM”) […]
Khanchit Khirisutchalual/iStock via Getty Images Thesis highlight Remitly Global (NASDAQ:RELY) is cheap. Remitly has successfully grown their international money transfer product to cover over 1,700 corridors worldwide, allowing them to provide a wider range of […]
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