Posted on 9/10/20
HubSpot Is Positioned For Attractive Returns
SummaryHubSpot provides a superior solution to online marketing and consistent sales growth over the long term.The company has a proven management team and a solid track-record . . .
Posted on 8/12/20
Etsy: Explosive Growth And Reasonable Valuation
SummaryEtsy delivered explosive growth in the second quarter of 2020.The long term bullish thesis for Etsy is stronger than ever.Valuation is very reasonable for such a . . .
Posted on 1/28/20
Bristol-Myers Squibb: Strong Quality And Attractive Valuation
SummaryBristol-Myers Squibb is a high quality player in pharmaceuticals.The company has an outstanding track record of consistent revenue growth and superior profitability.The Celgene acquisition makes sense . . .
Posted on 8/20/19
Bristol-Myers Squibb Is Undervalued
Summary Drug manufacturers are under pressure due to patent expirations and political pressure to reduce healthcare costs. In the case of Bristol-Myers Squibb, the Celgene acquisition . . .
Posted on 8/20/19
Bristol-Myers Squibb Is Undervalued
SummaryDrug manufacturers are under pressure due to patent expirations and political pressure to reduce healthcare costs. In the case of Bristol-Myers Squibb, the Celgene acquisition is . . .
Posted on 7/25/19
Texas Instruments: Impeccable Quality And Reasonable Valuation
SummaryTexas Instruments has a rock-solid business model sustained by unique competitive advantages in its industry.Free cash flow generation has been outstanding over the long term.The company . . .
Posted on 10/3/18
By The Numbers: Is Vertex A Buy?
SummaryVertex is producing rapid revenue growth and expanding profitability.Valuation is not excessive when considering the company's growth potential.Winners tend to keep on winning in the stock . . .
Posted on 7/5/18
Is It Too Late To Buy Texas Instruments?
Texas Instruments (TXN) is the world leader in analog chips, and the company is a key supplier of embedded semiconductors in a wide variety of markets . . .
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