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What Makes ServiceNow A Rare Tech Compounder In A Noisy Market
Seeking Alpha· 2025-07-02 05:55
When you ask seasoned investors how wealth is built, many will point to 'compounders' - those rare companies that consistently grow revenue, expand margins, and reinvest at high rates of return over long stretches of time.At PropNotes, we focus on finding high-yield investment opportunities for individual investors.With our background in professional Prop Trading, we make complex concepts easy to understand and offer clear, actionable insights to help you achieve better returns.All of the analysis we produc ...
Calavo Growers: Why Shares Fell So Much After Q2 Earnings
Seeking Alpha· 2025-06-10 17:33
If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.Ian leads the investing group Ian's Insider Corner . Features of the group include: the Weekend Digest which covers everything from new ideas to updates on current holdings and macro analysis, trade alerts, an active chat room, and direct access to Ian. Learn More .Ian Bezek is a f ...
Compania Cervecerias Unidas: Improved Q1 Results And Upcoming Election Catalyst
Seeking Alpha· 2025-06-06 10:04
If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.I have been a shareholder of Compañía Cervecerías Unidas ( CCU ) for a while and last covered the company on Seeking Alpha back in 2022. At the time, I wrote that overblownIan leads the investing group Ian's Insider Corner . Features of the group include: the Weekend Digest which c ...
高盛欧洲快报:公用事业的新时代 阿斯利康 宏观 全球 公司访问:公用事业的新时代:国内的、防御性的且不断增长
Goldman Sachs· 2025-05-30 02:55
28 May 2025 | 6:30AM BST GS EUROPEAN EXPRESS: New era for Utilities | AstraZeneca | Macro | Global | Corporate Access Click "here" to listen to the Europe Morning Call. A new era for Utilities: Domestic, defensive and growing ~50 pg deep dive into the sector from Alberto Gandolfi and Ajay Patel looking at why we are in a new era of Utilities, one where power demand is growing (after 15 years of decline), earnings are growing (power demand inflection, modernization of the grid to boost energy security and me ...
VanEck Morningstar International Moat ETF: Interesting Concept, Uneven Execution
Seeking Alpha· 2025-05-12 16:19
If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.I'm a big fan of Morningstar's research team. I read many of their reports as part of my due diligence process and their team does fine work. I also hold Pat Dorsey in high regard. Dorsey was Morningstar's longtime head ofIan leads the investing group Ian's Insider Corner . Feature ...