maybefalse Q3 recap and investment thesis Alibaba (NYSE:BABA) just released its Q3 2022 earnings report (“ER”). Note that its fiscal quarter is shifted from the calendar quarter (so it is its FY Q2). And in […]
Guido Mieth Investment Summary We’ve revised our rating from a buy to hold on shares of STERIS plc (NYSE:STE) after the market punished the stock on news of the Sotera Health lawsuit. Despite an overall […]
NeilLockhart Just over eight months ago, I wrote on Franco-Nevada (NYSE:FNV), noting that while the company had a record year and a solid organic growth profile, there wasn’t any way to justify chasing the stock […]
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