The Latest from

• 

  June 19, 2024

  Empowering clients with fintech solutions

  

  The financial services industry has undergone substantial changes in recent decades due to the rise of digitalization and fintech.

  Read More
• 

  June 12, 2024

  Positioned for growth with the clean energy transition

  

  As the global energy industry rapidly transforms to address climate change, traditional oil and gas sectors are experiencing significant disruptions. Chart Industries (GTLS), a leader in equipment manufacturing for energy and industrial gas markets, is tackling these challenges head-on by investing in new technologies and making strategic acquisitions. In today’s FA Alpha, we delve into […]

  Read More
• 

  June 5, 2024

  Transforming the creative software space with AI

  

  Everybody knows Adobe (ADBE) is the leader in the creative software space.

  Read More
• 

  May 29, 2024

  The Big Blue could rise again

  

  Yesterday, we discussed Dell (DELL), a company that the market views as lacking further growth potential. However, Dell could have significant room for growth thanks to opportunities in the AI sector.

  Read More
• 

  May 22, 2024

  Crypto frenzy boosted this exchange’s performance

  

  Bitcoin ETFs only began trading on major stock exchanges in January 2024, with the approval of the first United States spot Bitcoin ETFs by the Securities and Exchange Commission (“SEC”).

  Read More
• 

  May 15, 2024

  Inflation is brewing trouble for this coffee giant

  

  Coffee products are often seen as consumer staples that people will continue purchasing regardless of economic conditions. As an addictive substance, coffee provides both utility and enjoyment to customers on a daily basis. Therefore, the argument could be made that Starbucks (SBUX) is well-positioned to withstand inflation and economic downturns.

  Read More
• 

  May 8, 2024

  It is hard to quit smoking

  

  Yesterday we discussed how in times of economic uncertainty, investors seek to move their capital into safer asset classes that provide stability and downside protection.

  Read More
• 

  April 24, 2024

  Tires, tracks, and transformation

  

  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.

  Read More
• 

  April 17, 2024

  Swipe, match, and repeat

  

  Dating apps have seen explosive growth over the past decade, becoming a mainstream way for people to find potential partners.

  Read More
• 

  April 10, 2024

  This company triumphs in the post-invasion energy chaos

  

  The Russian invasion of Ukraine in 2022 triggered a major global energy crisis that continues to reshape international fuel markets. By disrupting Russian natural gas exports to Europe, the conflict spurred sharp rises in the prices of oil, LNG, and other hydrocarbons. This crisis has significantly benefited leading energy services providers operating in key North American shale basins.

  Read More
• 

  April 3, 2024

  This company has evolved from an IT Distributor to Global Solutions Powerhouse

  

  TD Synnex (SNX) was traditionally an IT distributor, playing the role of connecting original equipment manufacturers (OEMs) like HP, Dell, and Lenovo to corporate customers and resellers.

  Read More
• 

  March 27, 2024

  This company will be one of the big winners of increased defense spending

  

  The number and intensity of conflicts worldwide have been increasing in recent years.

  Read More
• 

  March 20, 2024

  This company will bring credit markets to the future

  

  In the 50s, the stock market looked vastly different than it does today. Only a small fraction of Americans - around 4% - participated in stock ownership according to census data from the time.

  Read More
• 

  March 13, 2024

  This IT player is stronger than the market perceives

  

  N-able (NABL) is a provider of managed services and security solutions for small and medium-sized businesses.

  Read More
• 

  March 6, 2024

  The largest company in the world plans to stay the largest by investing in AI

  

  Yesterday we talked about Apple (AAPL), a giant that keeps investing in innovation to remain a giant.

  Read More
• 

  February 28, 2024

  This company will keep benefiting from the rising tech investments

  

  Technology is developing at a faster pace than ever before. The global distribution of startups shows that most of them operate in the technology sector. The number of startups continues to climb thanks to the ‘innovation dynamo’ that is going on in the United States.

  Read More
• 

  February 21, 2024

  This company is transforming Southeast Asia’s service industry

  

  Southeast Asia is a region that has been experiencing strong and steady growth in the last decades.

  Read More
• 

  February 14, 2024

  This company will help to feed the demand for new housing

  

  The housing market has been volatile in recent years, with periods of high demand followed by periods of low demand.

  Read More
• 

  February 7, 2024

  This company is a maestro in finding under-the-radar deals

  

  Oil and gas production from existing fields and wells declines naturally over time if no additional investment is made. This production decline curve shows the steep drop in oil and gas volumes that can be expected from a field each year. Left unaddressed, decline rates can be as high as 10-15% annually for conventional oil and gas assets.

  Read More
• 

  January 24, 2024

  This company shifts the semiconductors from cyclical to sensational

  

  The semiconductor industry is currently undergoing a dynamic transformation, fueled by the EV revolution and technological advancements.

  Read More