We are positioned with a substantial allocation to "global compounders" trading at half the valuation of US peers. One such ...
Fortive targets companies with reputable brand names, large installed bases, and strong cash flows. Management has focused particularly on boosting recurring revenue in its portfolio, which has ...
Fintel reports that on February 6, 2025, Macquarie upgraded their outlook for Li Auto Inc. - Depositary Receipt () ...
We think chair and CEO Marc Puig has done a commendable job sharpening Puig’s premium focus and expanding its brand collection through acquisitions, thus positioning the small beauty product maker ...
Spotify’s growth is fueled by high ARPU and exclusivity. Read why SPOT stock shows strong potential for further re-rating and ...
Investors are beginning to understand the benefits of private investments, the survey found. Around 76% of advisors surveyed said their clients see that private funds can provide a higher reward ...