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 […]
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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 […]
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, […]
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 […]