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  December 17, 2024

  Not all car companies will fail

  

  The pandemic disrupted production and drove unexpected outcomes in the used car market. As supply chain issues delayed new car deliveries, demand for used cars soared, sending prices to unprecedented levels before eventually cooling off. In today’s FA Alpha Daily, we explore how Cars.com (CARS) is positioned to thrive despite the volatility in the car […]

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  December 10, 2024

  This company is yet another victim of reimbursement issues

  

  Last week, we discussed Molina Healthcare (MOH), a giant in the healthcare space that, despite appearing undervalued on the surface, faced significant market skepticism. The company’s reliance on Medicaid and Medicare, two programs deeply influenced by government policy, left investors worried.

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  December 3, 2024

  This company is transforming SaaS by leveraging AI

  

  Artificial intelligence is reshaping industries, and SaaS is no exception. AI is no longer just an add-on but a driving force behind how software companies innovate and grow.

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  November 26, 2024

  This company can continue to grow alongside the “shale renaissance”

  

  In 2005, U.S. crude oil production was approximately 5.2 million barrels per day (b/d).

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  November 19, 2024

  The world’s largest asset manager continues to grow

  

  BlackRock (BLK) has redefined asset management through innovation and scale, managing over $11.5 trillion in AUM and leveraging cutting-edge platforms like Aladdin to drive consistent growth. With strategic expansions into private markets and infrastructure, BlackRock continues to set the standard in the industry. In today’s FA Alpha Daily, we explore how BlackRock’s diversified approach and […]

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  November 12, 2024

  This construction giant might emerge as one of the key winners following the election

  

  The election, which resulted in a Republican sweep of the White House and Congress, has sparked new momentum for policies focused on domestic production.

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  November 5, 2024

  This semiconductor giant has fallen from grace

  

  Super Micro Computer (SMCI) has been facing intense scrutiny and controversy in recent months, leading to a steep decline in its market value.

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  October 29, 2024

  This carmaker truly is the diamond in the rough of the industry

  

  Carmakers are facing tough times. High interest rates are making cars more expensive to finance, and demand for electric vehicles isn’t meeting expectations. Consumers want affordable, reliable options, but EV prices and limited charging access are slowing adoption.

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  October 22, 2024

  This company’s potential is overshadowed by its Chinese exposure

  

  Many companies are facing challenges due to their heavy reliance on China for revenue. This concentration poses a real risk with geopolitical tensions and souring U.S.-China relations.

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  October 15, 2024

  This e-commerce platform is struggling after its pandemic peak

  

  The pandemic was a defining moment for e-commerce. With physical stores closed and consumers stuck at home, online shopping skyrocketed, driving unprecedented growth for many e-commerce platforms.

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  October 8, 2024

  You should buy cyclical businesses at the bottom of the cycle

  

  The automotive sector is a classic example of a cyclical industry. Demand surges when economic conditions are favorable, such as when consumer confidence is high, unemployment is low, and interest rates are attractive.

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  October 1, 2024

  This payment solutions provider is transforming its business

  

  The market often reacts significantly to corporate transformations, shaping stock performance based on the perceived success or failure of a company’s shift. These transformations can either be viewed positively, driving market optimism, or negatively, sparking concerns about future profitability.

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  September 24, 2024

  This company is capitalizing on inflation

  

  As prices for goods and services rise, spending naturally increases. This isn't just limited to groceries or gas, it's across the board, from travel to dining out.

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  September 17, 2024

  This company is expanding advanced EV charging

  

  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.

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  September 10, 2024

  Smokers will keep smoking no matter how bad the economy gets

  

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

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  September 3, 2024

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

  

  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.

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  August 27, 2024

  Nuclear technology’s medical benefits are flying under the radar

  

  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.

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  August 20, 2024

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

  

  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.

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  August 13, 2024

  This company is the go-to partner for HR outsourcing

  

  More and more companies are looking for ways to streamline operations and focus on what they do best.

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  August 6, 2024

  Rate cuts mean good news for solar

  

  The solar industry has experienced significant volatility over the past year due to macroeconomic factors like rising inflation and interest rates. As the Federal Reserve works to cool inflation by raising interest rates, this has substantially increased the cost of capital for renewable energy projects which are more sensitive to interest rate changes.

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