China’s Rude Awakening - Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of “world class” AI development in...
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Herbalife Nutrition: Well Positioned for Growth; Large Cashflows Returned to Shareholders
Herbalife Ltd (HLF US) held its first analyst day in over 5 years yesterday in NYC. Management demonstrated how it was well positioned to continue...
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Herbalife Nutrition: 3Q Beat on Top Line and Margins; Underlying Momentum Impressive
Herbalife Ltd (HLF US) reported 3Q results ahead of expectations as both top line and margin assumptions were beat handily. Clearly, the...
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Herbalife Nutrition: This Week’s Earnings 2-Minute Drill
We moved to a Hold rating on Herbalife Ltd (HLF US) from a Buy earlier this year after sharp multiple expansion on the stock in conjunction with...
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Sector Analysis: Direct Selling: Stocks Are Sharply Outperforming Broader Averages This Year
Investment Summary Our proprietary Lane Research Direct Selling index outpaced the S&P 500 by a factor of 4x through the first 3 quarters of...
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