BalkansCat Investment Thesis: I take a bullish view on this stock on the basis of strong sales growth, a potential boost to Makeup sales with the “reopening” of China, as well as an attractive P/E […]
putilich Thesis SAP SE (NYSE:SAP) delivered a somewhat worse than expected Q4 performance, missing analyst consensus estimates with regard to both revenue and EPS. While management commentary implies that the company is likely going to […]
Catalyst Watch: FOMC, Alphabet And Recession (Podcast)
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