bitterfly/iStock via Getty Images Investment Thesis Builders FirstSource, Inc. (NYSE:BLDR) 2022 revenue is about 6.5 times larger than that in 2015. While revenue has grown, there are no clear improvements in the margins or asset […]
Leks_Laputin/iStock via Getty Images The Apple & AVGO Investment Thesis As termed by Miguel de Cervantes in the novel, Don Quixote, “it is the part of a wise man to keep himself today for tomorrow, […]
Kevin Frayer/Getty Images News By Jeff Shen, PhD and Rui Zhao, PhD, CFA In recent years, several factors including policy and regulatory restrictions have weighed on economic growth and asset price returns in China. The […]
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