Super Micro Computer Stock Remains Fairly Priced Despite The Decline (NASDAQ:SMCI)

This article was written by Follow Leveraging my extensive background in equity research and private equity,…

Nelnet Stock: Good Business With Good Management, But Fairly Priced (NYSE:NNI)

This article was written by Follow I am a software developer by trade who focuses on…

Levi Strauss: Fully Priced Despite Being An Apparel Retailer In A Consumer Storm (LEVI)

This article was written by Follow Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital…

HF Sinclair Stock: Operating Above Mid-Cycle But Fairly Priced (NYSE:DINO)

This article was written by Follow I am a Licensed Professional Engineer who works in the…

United Airlines Stock: Strong Revenue And FCF Not Fully Priced In (NASDAQ:UAL)

This article was written by Follow Hey, I’m Gevork Avtandilov. I work as a private banker,…

Guidewire Software Stock: Valuation Has Priced In Near-Term Upsides (NYSE:GWRE)

This article was written by Follow I’m a fundamental, valuation-driven investor with a strong focus on…

RLI: Investment Income Tailwinds Priced In, Hold Rating With $79 Target (NYSE:RLI)

This article was written by Follow Moretus Research delivers state-of-the-art, buy-side quality equity research for serious…

Bitcoin back below $108K as the market priced reduction in Fed rate cut odds

Key points: Markets increasingly see fewer Fed rate cuts this year, with the first only coming…

TreeHouse Foods: Efficiency Gains Priced In, Fair Valuation Supports Hold (NYSE:THS)

This article was written by Follow I am an enthusiastic equity research and investment analyst with…

The Gap: Turnaround Priced In; Initiate At Sell (NYSE:GAP)

This article was written by Follow Moretus Research delivers state-of-the-art, buy-side quality equity research for serious…

Tesla: From Humanoids To Robotaxis – What’s Really Priced In? (TSLA)

This article was written by Follow I’m a full-time analyst and portfolio manager of a technology…

Casella Waste Systems: Rating Downgrade As Valuation Already Priced In Near-Term Upside

This article was written by Follow I take a fundamentals-based approach to value investing.I disagree with…

Thermo Fisher: Tariff And Policy Impacts Look Priced In (NYSE:TMO)

This article was written by Follow I retired early after 22 years in the energy industry…