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Prosus: Why Things Are Still As Unclear As Ever, Reiterate Hold (PROSY)

Leandro Mortenegro 9 months ago
Prosus: Why Things Are Still As Unclear As Ever, Reiterate Hold (PROSY)

Noam Galai/Getty Images Entertainment Dear readers/followers, In this article, I’m going to take another crack at what I believe to be a Tencent (OTCPK:TCEHY) proxy, namely Prosus (OTCPK:PROSY). I’ve been writing about Prosus owing to its Netherlands roots for over a year at this point, and my comments haven’t always […]

  • Trading Business

Align Technology Stock: Not Aligned (NASDAQ:ALGN)

Leandro Mortenegro 11 months ago
Align Technology Stock: Not Aligned (NASDAQ:ALGN)

SimonSkafar Shares of Align Technology (NASDAQ:ALGN) have fallen to historically low levels, sufficient of a reason to update a thesis which goes back all the way to spring 2019, when I concluded that Align was not putting a smile on investors’ faces yet, trading at levels at which shares still […]

  • Trading Business

Lamb Weston Stock: Hot Potatoes (NYSE:LW)

Leandro Mortenegro 11 months ago
Lamb Weston Stock: Hot Potatoes (NYSE:LW)

hxyume/E+ via Getty Images Shares of Lamb Weston (NYSE:LW) garnered some interest over the past week as it acquired the remaining shares in its European joint venture. This is sufficient of a reason to update a long overdue investment thesis which goes back all the way to spring of 2017, […]

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Why I Bought More Amazon Shares For The First Time Since 2016 (NASDAQ:AMZN)

Leandro Mortenegro 12 months ago
Why I Bought More Amazon Shares For The First Time Since 2016 (NASDAQ:AMZN)

Michael Vi A simple premise Yes, I recently bought Amazon (NASDAQ:AMZN) shares for the first time since 2016. Let’s cut to the chase if you don’t have time to read the entire article. My thesis is simple: AWS alone justifies an investment today. The stock has traded sideways for more […]

Recent Posts

  • Lumen Hires Ashley Haynes-Gaspar as Executive Vice President
  • Prosus: Why Things Are Still As Unclear As Ever, Reiterate Hold (PROSY)
  • M&A Is Expected to Pick Up in 2023 as Companies Adapt to Tougher Conditions
  • india economic growth: Govt to release today India’s economic growth forecast for this fiscal year, weeks ahead of Budget announcements
  • James ‘Buster’ Corley, of Dave & Buster’s, Dies in Apparent Suicide

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