Moderna, Inc. (MRNA) Bernstein's 40th Annual Strategic Decisions Conference (Transcript)
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35 Mins read
Moderna, Inc. (NASDAQ:MRNA) Bernstein’s 40th Annual Strategic Decisions Conference May 31, 2024 10:00 PM ET Company Participants Stephane Bancel – CEO Conference…
Advance Auto Parts Stock: A Messy Q1 Adds To Credibility Challenges (NYSE:AAP)
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6 Mins read
Shares of Advance Auto Parts (NYSE:AAP) have been a poor performer over the past year, losing about 44% of their value. On…
Playa Hotels & Resorts: Occupancy Growth In Dominican Republic Encouraging (NASDAQ:PLYA)
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5 Mins read
Investment Thesis: I revise my rating on Playa Hotels & Resorts from Hold to Buy. In a previous article back in December,…
Investment overview I wrote about Varonis Systems (NASDAQ:VRNS) previously (16 Feb 2024) with a buy rating as management to show strong execution…
JFR: Moving This Leveraged Loan Fund To Hold On The Back Of Tight Spreads (NYSE:JFR)
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4 Mins read
Thesis Ten months ago, we wrote an article on the Nuveen Floating Rate Income Fund (NYSE:JFR) and its absorption of other Nuveen…
REV Group: Margin Growth Under-Reflected At Current Multiples (NYSE:REVG)
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11 Mins read
Investment Summary Regulated, capital-intensive businesses typically hold large investments in long-lived, tangible assets (including their inventories). Often, these assets are partially funded…
Preferreds Weekly Review: Will Bond Issuance Lead To Preferreds Redemptions
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3 Mins read
Welcome to another installment of our Preferreds Market Weekly Review, where we discuss preferred stock and baby bond market activity from both…
You should get to enjoy this puppy. He’s much better than most of the images in this database. 3 Share Comparison Here’s…
For all its longstanding live service games and impressive cash generation over the years, gaming giant Electronic Arts (NASDAQ:EA) has been trading…
Walmart And Cisco Earnings Summaries: A New Walmart Could Be At Hand (WMT)
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4 Mins read
With two of the growth giants of the late 1990s, there has been a decided turn for Walmart (NYSE:WMT) for the better…

