I am reiterating my previous bullish rating on Archer Aviation Inc. (NYSE: ACHR ) based on the achieved FAA certifications that I mentioned as big barriers to commercialization. In this article, my optimism is driven by the company playbookFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology ...

I am rating Oscar Health, Inc. (NYSE: OSCR ) as a hold due to a proposed steep budget cut of $163 billion in the 2026 budget estimates. The Health and Human Services (HHS) cut is estimated to be $33.3 billion, an $18 billion cutFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling m ...

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Company Overview - First Principles Partners has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - The company emphasizes emerging technologies and sustainable investing, highlighting the intersection of innovation and finance [1] Group 2: Research Approach - The "First Principles" approach allows the company to uncover overlooked investment opportunities by simplifying complex financial and technological problems [1] - The company is committed to sharing insights with a wider audience and learning from fellow investors to drive positive change [1]

MSCI (MSCI) 2025 Conference May 07, 2025 05:45 AM ET Speaker0 Good morning, everybody. Thank you for joining us on day two of our conference. Again, I'm Manav Patnaik and Barclays is Business and Information Services analyst. We're really happy to kick off today with MSCI and as always, we have Ber Pettit who's the COO. So Ber, thank you again for being here. Speaker1 My pleasure. Hopefully, Speaker0 the layout and the the no shining lights is better this time around versus last But just to just to kick it ...