The Latest from FA Alpha Daily

• TuesdayCompany
  SpecificSep 17, 2024

  Company Specific

  September 17, 2024

  This company is expanding advanced EV charging

  TuesdayCompany
  SpecificSep 17, 2024

  With the world moving toward electric vehicles and smarter cities, mobility is evolving at a very fast pace. Connected vehicles, real-time traffic management, and usage of advanced EV charging networks are becoming more and more mainstream, enabling cleaner, more efficient urban mobility.

  Read More
• Mon

  Monday Macro

  September 16, 2024

  Broader market growth brings more opportunities

  Mon

  For the first time since 2022, non-AI companies have started growing their earnings. Even the smallest firms are staking their claim. Of course, the "Magnificent Seven" technology stocks have carried the market...

  Read More
• ThursdayUniform
  AccountingSep 12, 2024

  Uniform Accounting Analysis

  September 12, 2024

  Plasma is the future, and this company offers the best way to collect it

  ThursdayUniform
  AccountingSep 12, 2024

  The global blood and blood components market is steadily growing due to the rising need for blood transfusions in treating chronic diseases like cancer, anemia, and hemophilia.

  Read More
• FridayPortfolio
  AnalysisSep 12, 2024

  Portfolio Analysis

  September 12, 2024

  Capitalizing on rising vehicle age

  FridayPortfolio
  AnalysisSep 12, 2024

  The average age of vehicles on U.S. roads is rising, and it’s creating a unique opportunity in the automotive aftermarket industry.

  Read More
• WednesdayCredit
  OutlookSep 11, 2024

  Credit Outlook

  September 11, 2024

  This MRO player won’t stay cheap for long

  WednesdayCredit
  OutlookSep 11, 2024

  The aviation industry had a rough start to 2024 with several major part failures raising serious concerns about quality control.

  Read More
• TuesdayCompany
  SpecificSep 10, 2024

  Company Specific

  September 10, 2024

  Smokers will keep smoking no matter how bad the economy gets

  TuesdayCompany
  SpecificSep 10, 2024

  During economic downturns, when many industries struggle, certain sectors, like tobacco, remain remarkably resilient.

  Read More
• MondayMacroSep 9, 2024

  Monday Macro

  September 9, 2024

  AI “enablers” deserve more spotlight

  MondayMacroSep 9, 2024

  In 2013, Thomas Herndon, a graduate student at the University of Massachusetts Amherst, was assigned a seemingly straightforward task: Select an economic study and attempt to replicate its results.

  Read More
• FridayPortfolio
  AnalysisSep 6, 2024

  Portfolio Analysis

  September 6, 2024

  Advising on America’s infrastructure revival

  FridayPortfolio
  AnalysisSep 6, 2024

  The supply chain has seen underinvestment and aging infrastructure for over two decades. As a result, the U.S. infrastructure, both public and private, has slowly deteriorated. More than 7% of bridges are structurally deficient, and there is a water main break every two minutes, resulting in billions of gallons of treated water lost daily.

  Read More
• ThursdayUniform
  AccountingSep 5, 2024

  Uniform Accounting Analysis

  September 5, 2024

  Everyone is talking about weight loss drugs, and this company has one of the best

  ThursdayUniform
  AccountingSep 5, 2024

  Weight loss drugs are becoming more and more important, not just in healthcare, but across various industries, including food and restaurants. One of these drugs is Tirzepatide, which is marketed by Eli Lilly (LLY) under the brand names Mounjaro for diabetes and Zepbound for weight loss.

  Read More
• WednesdayCredit
  OutlookSep 4, 2024

  Credit Outlook

  September 4, 2024

  Ride-hailing is about to change, and this company will be leading it

  WednesdayCredit
  OutlookSep 4, 2024

  The competition in the autonomous driving space is heating up, especially with Tesla's (TSLA) Robotaxi Day just around the corner in October. Uber (UBER) is making moves to stay ahead as the go-to company for ride-hailing. With its extensive network of users and drivers, Uber is a natural partner for companies looking to deploy and monetize their autonomous vehicle (AV) fleets.

  Read More
• TuesdayCompany
  SpecificSep 3, 2024

  Company Specific

  September 3, 2024

  This company thrives as the self-storage market’s top choice

  TuesdayCompany
  SpecificSep 3, 2024

  Institutional self-storage operators like Public Storage (PSA), ExtraSpace (EXR), and CubeSmart (CUBE) have been buying up small, individual storage facilities at a rapid pace since 2017. Once a fragmented market, institutions now account for 80% of self-storage, with the top five owning more than 37% on their own.

  Read More
• FridayPortfolio
  AnalysisAug 30, 2024

  Portfolio Analysis

  August 30, 2024

  The wealthy can still buy houses

  FridayPortfolio
  AnalysisAug 30, 2024

  The pandemic highlighted the critical role that diagnostic testing plays in healthcare.

  Read More
• ThursdayUniform
  AccountingAug 29, 2024

  Uniform Accounting Analysis

  August 29, 2024

  Homebuilders are still standing tall, and this one will continue to do so

  ThursdayUniform
  AccountingAug 29, 2024

  While mortgage rates have risen sharply this year, the housing market has shown resilience with homebuilders' stocks slowing but not collapsing.

  Read More
• WednesdayCredit
  OutlookAug 28, 2024

  Credit Outlook

  August 28, 2024

  This company is one of the key beneficiaries of growing LNG demand

  WednesdayCredit
  OutlookAug 28, 2024

  The global market for liquefied natural gas (LNG) has grown substantially in recent years and is poised for further expansion in the coming years.

  Read More
• TuesdayCompany
  SpecificAug 27, 2024

  Company Specific

  August 27, 2024

  Nuclear technology’s medical benefits are flying under the radar

  TuesdayCompany
  SpecificAug 27, 2024

  Nuclear technology plays an essential but often overlooked role in modern medicine. Its applications go far beyond power generation and national defense, directly improving lives through medical diagnostics and treatments.

  Read More
• Mon

  Monday Macro

  August 26, 2024

  This private credit pioneer is driving the industry to collapse

  Mon

  When Prospect Capital (PSEC) launched its first Business Development Company (“BDC”) two decades ago, it unwittingly laid the groundwork for what would become the $2 trillion private credit market today. Initially, it was a low-key business, simply lending money to small and financially distressed firms and getting a steady stream of payments in return.

  Read More
• FridayPortfolio
  AnalysisAug 23, 2024

  Portfolio Analysis

  August 23, 2024

  Consumer weakness raises concerns for this home improvement player

  FridayPortfolio
  AnalysisAug 23, 2024

  We have been talking about the weakness in the U.S. consumer as high inflation erodes spending power. With the Federal Reserve embarking on its steepest interest rate hiking cycle in the decade, the odds of a recession have increased substantially.

  Read More
• ThursdayUniform
  AccountingAug 22, 2024

  Uniform Accounting Analysis

  August 22, 2024

  Standing tall despite the threat of a breakup

  ThursdayUniform
  AccountingAug 22, 2024

  Search has been the core of Alphabet's (GOOGL) dominance and success. Google became the most popular and widely used search platform globally through its search engine. While the company has diversified into many other businesses over the years, its search engine continues to be integral to its operations and generates a significant portion of its revenues.

  Read More
• WednesdayCredit
  OutlookAug 21, 2024

  Credit Outlook

  August 21, 2024

  This advertising giant can thrive with the recent developments

  WednesdayCredit
  OutlookAug 21, 2024

  The advertising industry has faced significant challenges in the last few years. As the COVID-19 pandemic disrupted economic activity and consumer behavior worldwide, marketing budgets were among the first items to be cut. This had a profound impact on advertising holding groups that derive the majority of their revenues from client spending.

  Read More
• TuesdayCompany
  SpecificAug 20, 2024

  Company Specific

  August 20, 2024

  This company is here to stay despite the market’s concerns over AI

  TuesdayCompany
  SpecificAug 20, 2024

  Digitalization has completely changed how we create and consume visual content. Since the rise of the internet in the late 20th century, photography, videography, and graphic design have all gone digital. What used to require professional equipment is now available to anyone with a smartphone.

  Read More