Demand for private jets spiked with the COVID-19 pandemic. Today's FA Alpha Daily will feature General Dynamics Corporation (GD), a provider of private jets under the Gulfstream brand, and its actual profitability riding industry tailwinds.
When the pandemic first hit, gyms shuttered their doors. Many people missed their group workout classes, so they turned to Peloton (PTON) for a way to get that same experience without leaving their homes.
Equifax Inc. (EFX), a consumer credit rating firm, harnesses the power of data to enable lenders to understand borrowers' credit profiles. Today's FA Alpha Daily will unpack the profitability of Equifax through the scope of Uniform Accounting.
A fusion of “athletic” and “leisure”, athleisure wear is among the signature fashion trends of the 21st century.
With the rise of synthetic fibers, health consciousness, and the social media platforms like Instagram, athleisure has become increasingly popular over the years.
Cloud computing is expected to undergo the next boom, with forecasted market size of $1.2 trillion over the next six years, which is a CAGR of around 20%. Today's FA Alpha will look at a relatively unknown but critical player in the industry, NetApp (NTAP), to see its potential for growth and profitability.
There’s been a great deal of discussion about how Ryan Cohen can transform GameStop (GME) as chairman, and now Bed Bath & Beyond (BBBY) with his new 10% stake.
As cities locked down due to the pandemic and typical social interactions were restricted, people ventured beyond their concrete jungles to more remote locations.
Even with the uptick in demand for cleaning and sanitizing services brought about by the pandemic, Cintas Corporation’s (CTAS) as-reported ROA has stuck at corporate averages since 2017. Today's FA Alpha Daily will look into Cintas' true profitability under the Uniform Accounting lens
The media, and society by extension, often laud those that take risky bets and win big.
In the finance industry, there is an investor that has made his name as one of the greatest to ever do it by doing the exact opposite.
We originally recommended Garmin to our Conviction Long List subscribers in May 2017 because we could see a unique insight about the company that was only visible using Uniform Accounting.
Given the rise of digital transformation in businesses, people commend AutoDesk as a SaaS provider but overlook PTC Inc. (PTC). Today’s FA Alpha Daily will explore PTC’s potential using Uniform Accounting to see how it differs from what investors are thinking.
The pandemic lockdowns made it difficult for people to sign contracts. Today’s FA Alpha Daily will feature how e-signature company DocuSign (DOCU) capitalized on this, and its true performance under Uniform Accounting.
Mattel’s (MAT) past eight years have proven to be tough.
At the beginning of 2014, its stock was $45. Today, it’s trading about 50% lower, and during the worst of the pandemic, it had fallen more than 75%.
Demand for used cars was perfectly set-up with the pandemic, At-Home Revolution, and shortages of new cars all coming together over the past two years. Today’s FA Alpha Daily will talk about the largest used car retailer in the U.S., CarMax (KMX), and how the market is already priced for CarMax’s tailwinds.
As we last covered a few days ago, the U.S. is poised to see a huge capex cycle for the first time in almost two decades thanks to its historically old property, plant, and equipment.
It's easy for investors to assume pharmaceutical companies are money-making machines but lack an easy way to measure this outperformance. Using Uniform Accounting, we can easily see exactly how much
