There is nothing more that the market hates in this environment than businesses that are losing money. However, we believe that they are overlooking an opportunity in these types of businesses. In today's FA Alpha, discover Digital Turbine's true potential and the reason behind why it was added to our FA Alpha Screen.
After much back-and-forth, the biggest deal in mobile app development and gaming is finally settled.
App development platform Unity had its choice between partnering with two ad companies. Back in July, Unity announced it was merging with IronSource to build out its app monetization. By owning the entire revenue stream for mobile apps, Unity is hoping to improve returns to match.
The COVID-19 pandemic shocked the global economy as brick-and-mortar businesses came to a halt. Strict lockdown policies have catalyzed the shift from traditional to online shopping. YETI Holdings, Inc. (YETI), a global designer, retailer, and distributor of innovative outdoor products, is among the companies benefiting from this significant change. Today's FA Alpha will look into the true profitability and performance of the company under Uniform Accounting.
Private Equity’s bread and butter is leverage.
With the rising interest rate environment that we are currently in, many people assume that Private Equity is in big trouble. And it is reasonable to expect this, especially for smaller players in the industry.
The ‘rolling wave’ of demand exposed the immense underinvestment in the transportation industry that has resulted in a supply chain crisis. However, logistics and shipping companies like ZIM Integrated Shipping Services (ZIM) are poised to benefit from the increased global demand. Today’s FA Alpha Daily will assess why ZIM’s healthy growth, high returns, and low valuations make it an interesting name for FA Alpha.
Online meetings have become a part of our life for a long time.
The need for video communications in politics, business, or just for leisure has always been a dream of science fiction writers of the 20th century.
The key to the massive growth of the fast fashion industry is demand. The consumers whom brands such as Zara, H&M, and Artizia are targeting love new products and the constant need to consume.
Regardless of whether the supply chain sees a fumble or triumph, shipping companies such as ZIM Integrated Shipping Services (ZIM) are strategically positioned to capitalize on both scenarios. Today's FA Alpha Daily will look into the company's true returns and valuations and why it is a compelling company for FA Alpha.
The “At-Home Revolution” (AHR) has quickly turned into the “Revenge Vacation Rebellion” in the last 12 months, with 71% of Americans intending to travel in 2021. Pretty much companies that benefitted from the At-Home Revolution have now been left in the dust as folks look to spend time out of the home.
As the Fed increases interest rates to control rising inflation, mortgage rates increase consequently. This has a negative knock-on impact on Builders FirstSource (BLDR), one of the bigger players in the housing-adjacent market. While the company’s as-reported metrics may make investors skeptical of its ability to take on macroeconomic headwinds, today’s FA Alpha Daily will examine the company’s actual performance.
Since the dot-com bubble, the internet has been a big part of our lives. One would expect GoDaddy (GDDY), a market leader in virtual private server hosting, to have immense profitability. While as-reported metrics make it seem like GoDaddy isn't making any money at all, today’s FA Alpha Daily will examine the company's actual performance.
My father's last 3 homes all had pools. Every time he moved, he swore he'd never buy another house with a pool.
They don't get used often enough, they're a hassle to keep clean, and they're just not worth it. And yet, once he’s in the market, he always ends up with another pool.
Winners of the At-Home Revolution saw tremendous returns thanks to the pandemic. When everyone was stuck inside, they started to spend more on things to stay busy.
There's massive volatility in crypto as seen recently in the Luna crash and the Bitcoin price falling down below $30,000. However, today's FA Alpha Daily will highlight the consistent profitability of Coinbase Global, Inc. (COIN), one of the largest crypto exchanges in the world.
Everyone has soured on tech in recent months.
Several of the big names, like Meta (FB), Amazon (AMZN), Snapchat (SNAP), and Netflix (NFLX), have all recently nosedived. Exceptionally strong growth during the pandemic wasn’t sustainable for these firms, and now that’s slowing down.
For months now, the global supply chain has been all out of sorts. Capacity is squeezed, and companies simply cannot get their hands on the products and materials they need.
At a time when demand for healthcare workers reaches unprecedented levels, AMN Healthcare Services, Inc. (AMN), the largest U.S. healthcare staffing company, seems to not be riding with the momentum based on as-reported metrics. Today's FA Alpha Daily will scope the FA Alpha 50 name's profitability and growth prospects even as the pandemic wanes.
