Tag: BEARISH

Rockwell Automation Inc. is a $32B industrial automation and information services provider, headquartered in Milwaukee, WI. The stock has been a long-term outperformer, handily...

When we shared our bullish opinion about leading online travel agency Booking Holdings, in early-April 2020, the world was gripped by panic. Covid-19 was...

We first wrote about Cboe Global Markets two years ago, in January, 2021. The stock had failed to join the general market’s surge to...

Headquartered in Bangalore, India, Infosys Limited offers business solutions in the fields of digital services and consulting. Like almost everything tech-related, the company enjoyed...

Mid-America Apartment Communities Inc. is a large REIT with ownership interest in over 100 000 apartment homes in 16 US states and D.C. The...

We’ve been holding a long position in Plus500 since early-2019 with a cost basis of 753 pence a share. The last time we wrote...

Headquartered in London, Diageo plc was the world’s biggest distiller until 2017, when it was overtaken by China’s Kweichow Moutai. It operates in over 130...

Motorola Solutions Inc. is the remnant of what once was a mighty telecom giant. The company used to manufacture everything from cell phones to...

Rather Than Being Precisely Wrong Warren Buffett, arguably the best investor to have ever lived, once said that in order to achieve long-term success,...

Teledyne Technologies Inc. is an electronic and communication products provider for wireless and satellite systems. It went public in late-1999, but unlike most other...

We first wrote about Intercontinental Exchange Inc., the owner of the NYSE, a year and a half ago. A quick glance at the company’s...

When we wrote about total quality assurer Intertek in late-2020, the stock was hovering near all-time highs around 5760 pence a share. The company’s...

Traditional economic theory dictates that in order to tame inflation, one must decrease the availability of money in circulation. This is usually done by...

As the biggest coffee chain in the world, Starbucks hardly needs an introduction. The company operates 35 000 stores in over 80 countries and...

Often dubbed a mini Berkshire Hathaway due to its similar investment style, Markel Corporation is a specialty insurer operating in a variety of niche...

The first time we wrote about Illumina, the life sciences tools and systems manufacturer, was over seven years ago, in March, 2015. The stock...

Moncler is a luxury fashion house headquartered in Milan, Italy. The company was founded in 1952, but only listed shares in a public offering...

Our regular readers often hear us say that it is never a good idea to pick tops and bottom. Even if the analysis turns...

Pernod Ricard S.A. is a French wines and spirits manufacturer, better known by some of its products, such as Absolut Vodka, Chivas Regal and...

How things have changed in just two short years. When Covid-19 struck the world economy in the spring of 2020, lockdowns and social distancing...

BlackRock is the undisputed king of the asset management industry. With assets under management (AUM) approaching $9.6 trillion as of March 31, 2022, the...

Assets under management, also known as AUM for short, is the most important thing for asset management companies like T. Rowe Price and BlackRock....

S&P Global Inc., together with Moody’s, practically owns the credit ratings market as these two have a combined 80% share. Fitch is a distant...

The buy and hold investing strategy has proven its merits as a way to build wealth over long periods of time. More often than...

Not long ago, Shopify was supposed to be “the next Amazon.” We don’t know how people come up with such comparisons, but when the...

Illinois Tool Works Inc. is an industrial products and equipment manufacturer, founded 110 years ago and headquartered in Glenview, IL. The company’s longevity and...

Tyson Foods Inc. is one of the biggest chicken, beef and pork processors and meat manufacturers. The company has clients in over 130 countries,...

Sage Group Plc., not to be mistaken for SAGE Therapeutics Inc., is a business management solutions provider, headquartered in the UK. The company offers...

After almost a decade in an uptrend, ServiceNow stock is finally coming back down to earth. The share price reached an all-time high of...

Rapid7 has been a very interesting stock to follow for us. That is not because of the cybersecurity company’s business fundamentals or market position....