In September, I wrote an article on cruise operator Carnival Corporation & plc ( CCL ) titled "Carnival: Upside Rises After Results". This upside was determined from the company's robust earnings in Q2 2025, its upgrade outlook for the year, attractive market multiples, and potentialManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational oppo ...

Group 1 - Amazon's stock price has increased by approximately 12% in May 2025, following a weak start to the year [1] - Despite the recent rise, the stock price has not recovered sufficiently from earlier weaknesses experienced in 2025 [1] Group 2 - The article mentions a macroeconomist with over 20 years of experience in investment management, stock broking, and investment banking [1] - The macroeconomist runs a profile focused on generational opportunities in the green economy, indicating a potential area of investment interest [1]

Core Insights - Eli Lilly's stock price has increased by 11% since November of the previous year, indicating positive market sentiment and performance [1] Company Analysis - Eli Lilly is recognized as a leader in the weight loss sector, suggesting a strong position within the industry [1] Market Context - The increase in Eli Lilly's stock price is supported by favorable market multiples, reflecting investor confidence in the company's growth potential [1]