Zoetis is a global leader of Animal Healthcare products. They have a diverse and durable portfolio consisting of medicines, vaccines, diagnostics, and genetics. Zoetis has been growing revenue and expanding margins. Investment Thesis Zoetis ( ZTS ) develops, manu...
Snowflake has seen continued growth as operating leverage has come to a standstill. The company has seen shares come under pressure as well, just like the rest of the technology sector. While naturally being appealed to share price declines, I am not yet convinced to pull the trig...
Live Nation Entertainment presents itself as the largest live entertainment business in the world with over 310 million fans. Live Nation Entertainment also delivered confirmed show bookings growing at a double digit in 2022, so things seem quite sweet for management. In my view, ...
Intuit posted strong Q3 results, beating the top and bottom lines and raising full year guidance. Intuit’s stock saw a strong positive reaction to these earnings, although if we zoom out, there’s still a long way to go until ATH. The strong performance was driven by ...
agilon health went public in April 2021, raising approximately $1 billion in an IPO. The firm provides health care services to Medicare Advantage patients in the United States. AGL has laid the foundation for further growth and potential profitability, so I'll wait and see if they...
TransDigm is one of the world's biggest aerospace suppliers with a big pricing and aftermarket advantage. The company is down 20% from its all-time high as the market is pricing in slower economic growth. The good news is that TDG's financials are improving, which gives this high-...
DoorDash is now lapping tough pandemic comparables with growth decelerating rapidly from the triple-digit level just several quarters back. The company is moving beyond delivering just food which substantially increases its growth runway. Net cash makes up more than 16% of the mar...
agilon health is one of the "new" healthcare plays which went public last year employing innovative and ethical business models. This is to be applauded, but while topline traction is solid, losses are huge and are reverting for the worse in 2021. Despite a significant pullback fr...
EL shares fell 5.8% on Tuesday after disappointing results. Organic sales growth was 9% last quarter and expected to be 5-7% for FY22. The reason was China, where COVID lockdowns have reduced in-store sales and disrupted EL's national distribution centers in Shanghai. EL sales gro...