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bullishBurford Capital
21 Mar 2024 07:15Syndicated

Burford Capital: Historical Returns Analysis

Burford’s business model is one of capital deployment. The company reinvests proceeds from previous investments and raises private funds to act as...

bullishZoetis Inc
13 Feb 2024 07:10Syndicated

Zoetis One-Pager

Zoetis is the global leader in the animal health industry. It discovers, develops, manufactures and commercializes medicines, vaccines, diagnostic...

bullishMicrosoft Corp
05 Feb 2024 22:03Syndicated

Microsoft Q2 Earnings Review

The company generated revenue in excess of 62bn dollars during the fourth quarter of 2023, increasing 17% on a yearly basis and exhibiting a 4yr...

bearishZoetis Inc
15 Jan 2024 10:31Syndicated

Under The Lens of Disruption: Zoetis - VetKiosk

Honestly, I’m stunned I’m writing this. I did my research on Zoetis during June, July and August, and my conclusion seemed, funnily, conclusive.

bullishSPDR S&P 500
08 Jan 2024 08:51Syndicated

2023 Shareholder Letter

The last twelve months were, market-wise, interesting. Multiple things have happened that contributed to changes in my thinking-process.

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