Upgrading Heineken’s Moat Rating to Wide From Narrow With Greater Long-Term Confidence
Heineken has strong positions across Asia-Pacific markets and is expanding its Latin American reach. These markets are subject to greater volatility, and Heineken’s premium-skewed portfolio is more ...
After Earnings, Is Broadcom Stock a Buy, a Sell, or Fairly Valued?
With its 3-star rating, we believe Broadcom’s stock is fairly valued compared with our long-term fair value estimate of $200 ...
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The AI Model Moats Aren't Looking All That Wide, And The Barbarians Are Coming
Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOGL) are heavily investing in AI, but questions remain about how they will effectively monetize these products, as many AI services are currently being ...
Li Ning: Watch Upcoming Earnings And New Partnership
Li Ning's expected growth in revenue and earnings for 2H 2024 should be modest, which points to a lack of catalysts in near ...
Unconventional wisdom: Should I sell this high flying share?
Yet none of that means there is an easy solution to my dilemma. I bring the baggage of a big mistake I made as my largest holding imploded during the global financial crisis (“GFC”). I bring my ...