sefa ozel Investment thesis Fresenius (OTCPK:FSNUF) is expected to deconsolidate its subsidiary Fresenius Medical Care (FMS). We believe this special situation is a positive as a deleverage play and rate the shares as a buy. […]
2/2 © Reuters. FILE PHOTO: The Epic Games logo, maker of the popular video game “Fortnite”, is pictured on a screen in this picture illustration August 14, 2020. REUTERS/Brendan McDermid/Illustration/File Photo 2/2 By Aditya Kalra […]
Andreas Rentz Investment Thesis Palantir Technologies (NYSE:PLTR) reported Q4 earnings that took investors by surprise. A positive surprise that PLTR’s guidance for the year ahead will end with positive GAAP income. That being said, PLTR’s […]
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