bearish•Cleveland-Cliffs Inc •24 Aug 2023 09:47
Cleveland-Cliffs: Consolidation At Any Cost Comes With Strings Attached
Cliffs continues to underperform its peers, I outline some important red flags associated with the company's acquisition spree. I remain sceptical...
bullish•Mondelez International•22 Aug 2023 08:19
Mondelez: Ignore The Noise And Invest In Strong And Well-Managed Brands
Mondelez has outperformed the market both on an absolute and risk-adjusted basis. The company is in a very good position to improve margins to...
bearish•Workday Inc Class A•17 Aug 2023 07:59
Workday: The Rough Path Towards Profitability
Workday's share price is at risk of a downward multiple repricing. GAAP profitability would be very hard to achieve, according to recent rhetoric.
bullish•The Walt Disney Co•09 Aug 2023 08:06
Disney's Q3 2023 Earnings: A Pivotal Quarter To Appease Investors And Analysts
The main focus will remain on Direct-to-Consumer profitability, but areas such as the recently announced restructuring plan and pricing power in...
bullish•Paypal Holdings•09 Aug 2023 07:58