Investment thesis We have covered the stock before and in this report, we present a detailed analysis of the electric vehicle market situation in three key markets for Tesla (NASDAQ:TSLA): the United States, China, and Europe. In the U.S., in addition to the age-old reason of a lack of public…

With Apple (AAPL) appearing to announce an exit from the Buy Now, Pay Later space, Affirm (NASDAQ:AFRM) is looking like an increasingly attractive bet. The company has posted torrid top-line growth along with rapidly improving operating margins. The company has a net cash balance sheet and the Affirm Card is…

Investment Thesis Global freight rates continue to incur volatility and have stretched back towards 2022 highs. The containerized freight index shown in Figure 1, has lifted to 3,379 points from a range of 1,000 leading into the year. The last time this occurred in 2022, those in the air freight…

I came across a fascinating wealth report put together by Bank of America. One section of the survey underscored a theme that investors may not be surprised by given a general distrust among young investors of traditional financial markets. It turns out that private equity investments are seen as a…

Nova (NASDAQ:NVMI) is one of the top mid cap growth stocks available in the market today for investors. The company is one of the innovators in process control for semiconductor equipment applications – an area becoming more and more important in the AI driven world. Nova will continue to benefit…

Dear readers/followers, Covering formerly Russian-supplied companies like Nokian Renkaat (OTCPK:NKRKF) (OTCPK:NKRKY) is tricky. The company/companies obviously crashed down quite significantly when access to Russian input collapsed. In some cases, with companies that actually had their manufacturing and sourcing capacity in Russian locations, the hit was far worse. Such was the…

Note: MIND Technology, Inc. (NASDAQ:MIND, NASDAQ:MINDP) has been covered by me previously, so investors should view this article as an update to my earlier work on the company. MIND Technology or “MIND”, formerly known as Mitcham Industries, is a micro-cap provider of technology and solutions for exploration, survey, and defense…

Starboard Value, the activist fund run by Jeff Smith, has taken a sizable stake in graphics-design firm Autodesk and has spoken with the company’s board in recent weeks over a number of serious concerns involving its disclosures around an internal investigation that led to the ouster of its chief financial officer.Starboard’s stake is…

China’s retail sales beat expectations in May, climbing 3.7% compared with a year ago, beating expectations of a 3% rise from a Reuters poll of economists.However, other economic metrics, such as industrial output and fixed asset investment, missed Reuters forecasts.Industrial output grew by 5.6% year-on-year, compared to the 6% increase…

Introduction U.S. Bancorp (NYSE:USB) is a large regional bank that has not been immune to the industry struggles related to higher interest rates and the retention of deposits. Twice, I have examined the bank’s series A preferred shares (NYSE:USB.PR.A) as a good source of income, with the most recent update…