Revisiting the Disney Thesis
On the corporate front, Disney emerged victorious from its proxy battle with Nelson Peltz and managed to patch things up with Florida Governor Ron...
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ARM: Short Squeeze
ARM’s stock is up 110% YTD. We wrote about ARM a few months ago and reckoned that intrinsic value for ARM is a bit lower than the IPO price.
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The Walt Disney Company (DIS): Part 1
Not so long ago, Disney's share price was nearing the $200 mark, despite the pandemic's severe impact on its Parks and Resorts business.
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HDFC Bank: An Update
HDFC Bank is one of India’s bluest blue chip stocks with a reputation for being a high quality compounder.What happened and where do we go from...
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Pounding the Table on EPAM
As most AI heavyweight stocks (e.g. Nvidia, Microsoft) have already soared, some investors may be left feeling that they have missed the AI bandwagon.
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