Group 1 - Polaris Inc. is initiated with a Strong Buy rating and a price target of $46.81, focusing on its design, engineering, and marketing of powersports vehicles and accessories globally across various segments [1] - The market is believed to be underestimating the impact and duration of the tariff shock, which is expected to affect Polaris significantly [1] - Moretus Research emphasizes a structured approach to equity research, identifying companies with durable business models and mispriced cash flow potential, particularly those undergoing structural changes or temporary dislocations [1] Group 2 - Moretus Research aims to provide professional-grade insights and actionable valuations, focusing on comparability, simplicity, and relevance in their analysis [1] - The research methodology is built on rigorous fundamental analysis combined with a judgment-driven process, avoiding noise and overly complex forecasting [1] - The emphasis is placed on long-term compounding and a deep respect for capital, aiming to raise the standard for independent investment research [1]

He leads the investing group Beyond the Wall Investing with features that include: a fundamentals-based portfolio, weekly analysis on insights from institutional investors, regular alerts for short-term trade ideas based on technical signals, ticker feedback by request from readers, and community chat. Learn more With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the ...

Core Insights - Amazon's stock price has decreased by 2% since late September 2024, reflecting broader market weaknesses [1] Company Analysis - The company has experienced a strong performance in the past, particularly until mid-February, but recent market conditions have negatively impacted its share price [1] - The company is currently facing challenges in maintaining its stock value amidst a fluctuating market environment [1] Industry Context - The broader market's weakness is affecting major companies like Amazon, indicating potential volatility in the tech sector [1]

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I initiated my investment coverage of Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM ) here on Seeking Alpha in late February 2024 with a "Buy" rating, which hasn't aged well so far, given the recent volatility spike onHe leads the inv ...

Group 1 - PayPal's stock has decreased nearly 20% since November 3, despite a strong rally in November-December [1] - The company is facing challenges in maintaining its previous bullish outlook as it experiences a significant decline in stock value in 2025 [1] Group 2 - The article reflects a shift in sentiment regarding PayPal's performance and future prospects, indicating potential concerns among investors [1]

Louis Stevens is a former U.S. Army engineer officer who holds an MBA and a BA in political science. Since beginning his journey publishing investment research, Louis has become one of the leading analysts in the investing community, ranking in the top .1% according to TipRanks: https://www.tipranks.com/experts/bloggers/louis-stevens. Louis created L.A. Stevens Research in which he runs the LAS Index, a basket of stocks chosen via his proprietary method for investing, which has consistently outperformed the ...