Cleveland-Cliffs: Consolidation At Any Cost Comes With Strings Attached
Cliffs continues to underperform its peers, I outline some important red flags associated with the company's acquisition spree. I remain sceptical...
452 Views
Mondelez: Ignore The Noise And Invest In Strong And Well-Managed Brands
Mondelez has outperformed the market both on an absolute and risk-adjusted basis. The company is in a very good position to improve margins to...
356 Views
Workday: The Rough Path Towards Profitability
Workday's share price is at risk of a downward multiple repricing. GAAP profitability would be very hard to achieve, according to recent rhetoric.
263 Views
Disney's Q3 2023 Earnings: A Pivotal Quarter To Appease Investors And Analysts
The main focus will remain on Direct-to-Consumer profitability, but areas such as the recently announced restructuring plan and pricing power in...
299 Views
PayPal: 3 Reasons Why I Am Optimistic After The Quarterly Results
PayPal stock has fallen dramatically on speculations regarding the near-term future. The market is now pricing-in significant deterioration of the...
292 Views