Dropbox: The Buyback You Forgot About
A company with 18 million paying users that may be 33% undervalued.
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7 postsNovo Nordisk - a Classic Value Trap
A classic value trap. NVO is a stock that is off its highs by almost 70%, but remains 56% over valued.
Read analysisLulu Lemon: Mirroring Aritzias 2023 issues
Lulu’s issues are not fundamental The*issues stem from a stale product lineup and weakened brand energy.
Read analysisCarter’s: The Undervalued Backbone of Baby Apparel
There’s decent value in baby clothing!
Read analysisNorthland Power: Infrastructure powering the AI Boom
Chip production powered by wind!
Read analysisPayPal.. the Platform Beyond the Wallet: Valuation/Analysis
Behind all of the fear is a boring business building the financial plumbing of our world going forward.
Read analysisAdobe Test Post
The SaaS-pocalypse might have created an attractive entry point!
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