CVS Health Corp - Investment Thesis
CVS had another strong quarter surpassing Wall Street expectations as it continued to witness a robust demand for COVID-19 tests and vaccines,...
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Tencent Holdings – Digging In Their Heals
TENCENT HOLDINGS: Tencent' s Afterpay recently announced a further expansion of its BNPL model to several major US merchants in order to boost...
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Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes
Biden's recently-announced COVID-19 response plan suggests a number of investment themes. This Insight overviews the more significant of those...
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Walgreens Boots Alliance: KKR Offers to Take the Drugstore Giant Private
It was reported by Bloomberg on Monday (11th November) that Walgreens Boots Alliance (WBA) was offered a buyout deal by private equity firm KKR....
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ESG and Stock Prices: Fat-Tail Events
Imagine a sell-side analyst calls. You ignore it, of course, and the voicemail goes like this: This is Hunter from Barr, King, Seals. We're...
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