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Online Travel Agency Deep Dive

Intro Universe Travel Agencies Booking Holdings Attractive Positioning Bulls Bears Conclusion Intro Did you know that a staggering 85% of Americans have plans to travel this summer? That's right, according...

A Twilio Tale

Outline: Intro What is Twilio? What is the Bull Case for Twilio? Valuation and Wall St Sentiment Risks Conclusion Intro Twilio (TWLO) was one of the pandemic darlings with stocks...

Solar Soirée

      Outline: Intro Solar Sector Bull Case Solar Sector Bear Case How to Play Solar? First Solar SunPower JinkoSolar Invesco Solar Conclusion Intro As cool as harvesting desert...

Nuclear Dilemma

Outline: Intro How is Nuclear Energy Generated? Benefits Drawbacks Current State of the Industry Companies to Watch Southern Company Cameco VanEck Uranium+Nuclear Energy ETF Conclusion Intro If it was for...

Internet Only Goes Up

Outline: Intro Industry Equinix Intro Bull Case Risks Valuation/ Key Metrics Conclusion Intro Why do big players on Wall St and high-frequency traders all have offices near NYSE? Well, apparently...

Luxury is Winning

Outline: Intro Industry LVMH Intro Bull Case Catalysts Risks Valuation/ Key Metrics Conclusion Intro Last week, Elon gifted us a painting of absolutist king Louis XIV on his Twitter feed....