Tag: growth

Boot Barn: Growth At An Unreasonable Price

Summary Boot Barn released its fiscal Q2 2022 results last month, reporting 69% revenue growth and 510% growth in quarterly earnings per share, representing massive […]

Continue reading

Focus On The Strategic Thesis Over The Tactical And Buy ASML

Summary ASML faces near-term issues. These issues are not sufficient to deter my bullish thesis. I believe that ASML faces upside from macro tailwinds that […]

Continue reading

ASML: It’s A Leading Semiconductor Player, But Don’t Buy Now

Summary ASML is supplying the critical extreme ultraviolet lithography machines for the leading-edge foundries. It has no competitors in this market. Investors have been willing […]

Continue reading

Orion Energy: Market Still Hasn’t Seen The Potential.

Summary Q2 sales grew by over $10 million on price increases as well as pandemic-related disruptions subsiding. The LED space will continue to enjoy carbon-related […]

Continue reading

PS Business Parks: High Quality Persists, But Shares Are Even More Expensive Than Before

Summary PS Business Parks continues to demonstrate that it’s a high quality player in its space. The overall risk profile of the business is favorable […]

Continue reading

3 Reasons to Buy Amp

Cryptocurrency investors have certainly seen some rather impressive returns of late. The recent valuation growth among cryptocurrencies has largely been tied to the innovations blockchain […]

Continue reading

Safely Invest In The Volatile Oil Industry With EOG Resources

Summary EOG Resources has an impressive portfolio of assets worth paying close attention to. The company has a 14% post growth capital FCF yield at […]

Continue reading

This Salad IPO Reached a Crunchy $5.6 Billion, But Is It Destined to Wilt?

The year’s initial public offering (IPO) euphoria appears to know no bounds as healthy salad restaurant chain Sweetgreen ( NYSE:SG ) turns over a new […]

Continue reading

What investors can learn from Paytm’s IPO

BENGALURU : Paytm permanently changed the way Indians recharge their phones and pay their bills. And the story of its founder Vijay Shekhar Sharma , […]

Continue reading