Ingersoll Rand:  A new era for the compressor manufacturer

Ingersoll Rand: A new era for the compressor manufacturer

Since its restructuring in 2020, Ingersoll Rand, a manufacturer of pumps and compressors, has outperformed its sector in terms of growth. This performance is the result of an aggressive acquisition...
Our Logo April 15, 2024 at 10:16 am
JPMorgan Chase & Co:  The end of easy money

JPMorgan Chase & Co: The end of easy money

JPMorgan, which published its quarterly results last week, posted net income growth of 6%. Curiously, its shares fell even further at the end of the trading day.
Our Logo April 15, 2024 at 10:12 am
Globe Life, a fraudulent insurer?

Globe Life, a fraudulent insurer?

On Thursday, Globe Life found itself at the heart of a scandal following damning revelations by Fuzzy Panda Research, a short-seller, highlighting widespread fraudulent practices. The insurer,...
Our Logo April 12, 2024 at 11:08 am
Constellation Brands, Inc:  Cash machine

Constellation Brands, Inc: Cash machine

Among the major brewers, the producer of the famous Corona remains the best-valued.
Our Logo April 12, 2024 at 10:49 am
Penumbra, Inc. :  The underdog in healthcare

Penumbra, Inc. : The underdog in healthcare

Founded in 2004, Penumbra has grown into a global healthcare company specializing in innovative therapies. With over 4000 employees, the company offers products in more than 100 markets worldwide....
Our Logo April 12, 2024 at 02:39 am
Napco Security Technologies:  A small security champion

Napco Security Technologies: A small security champion

The aim of our Equity Focus section is to delve into the depths of the markets to highlight quality companies. That's what we're doing today with Napco, a small American player whose management is...
Our Logo April 11, 2024 at 05:00 pm
WD-40 Company:  Market barometer

WD-40 Company: Market barometer

Last night, the famous rust inhibitor manufacturer published its half-year results.
Our Logo April 10, 2024 at 02:16 pm
Lotus Technology beats its peers to the punch

Lotus Technology beats its peers to the punch

Controlled by Chinese carmaker Geely and the L Catterton private equity fund linked to LVMH and Bernard Arnault, supercar maker Lotus Technology published its annual results yesterday.
Our Logo April 09, 2024 at 03:00 pm
Lamb Weston Holdings, Inc:  What happened?

Lamb Weston Holdings, Inc: What happened?

On Thursday, the world leader in French fries lost 20% of its market value in the space of a few minutes.
Our Logo April 08, 2024 at 10:36 am
ITT:  From SME, to Conglomerate, to Specialization

ITT: From SME, to Conglomerate, to Specialization

ITT, an American industrial manufacturer, is entering a phase of expansion after a decade of stagnation. The company's growth forecasts, rising shareholder returns and steadily improving margins could...
Our Logo April 08, 2024 at 10:34 am
Reddit, Inc:  Bold parallels

Reddit, Inc: Bold parallels

Despite the skepticism of many observers, the IPO of the online community platform has met with some success. Its market capitalization is approaching $8 billion, a multiple of almost ten times sales.
Our Logo April 08, 2024 at 10:22 am
Nextracker Inc. :  Relying on solar energy

Nextracker Inc. : Relying on solar energy

Nextracker is a global leader in the solar tracking industry delivering intelligent trackers and software solutions to a diverse clientele across more than 30 countries. Betting on solar power as the...
Our Logo April 04, 2024 at 09:20 pm
Paramount:  The scramble for entertainment assets continues

Paramount: The scramble for entertainment assets continues

Buyouts and mergers have been on the rise in the video entertainment sector, from broadcast platforms to production companies, ever since the decline of television and the emergence of streaming...
Our Logo April 04, 2024 at 03:27 pm
CME Group Inc:  Network effect

CME Group Inc: Network effect

CME is the operator behind the world's largest financial futures market.
Our Logo April 04, 2024 at 09:38 am
Zoetis Inc:  World leader in animal health

Zoetis Inc: World leader in animal health

Animal health is a highly attractive business sector. In many respects, it combines the most attractive aspects of the pharmaceutical industry without suffering from its vulnerabilities.
Our Logo April 03, 2024 at 04:15 pm
Tesla:  Who broke the machine?

Tesla: Who broke the machine?

The electric carmaker is in a bad way. Its share price fell more than 5% during the last session on Wall Street.
Our Logo April 03, 2024 at 10:09 am
BRP Inc:  First signs of recession

BRP Inc: First signs of recession

No surprises in the annual results of the world leader in recreational vehicles, specializing in snowmobiles, quads, leisure boats and jetskis, among others, and owner of the BRP, Can-Am, Ski-Doo and...
Our Logo April 02, 2024 at 09:46 am
Lennar Corporation :  A leading homebuilder

Lennar Corporation : A leading homebuilder

Founded in 1954, Lennar Corporation is among the top homebuilders in the United States, and has caught the eye of legendary investor Warren Buffet. Let's find out why.
Our Logo March 31, 2024 at 10:17 pm
Match:  Autozone vs O'Reilly

Match: Autozone vs O'Reilly

It's often said that great rivalries stimulate competitiveness and excellence. Take the historic duels between inventors Nikola Tesla and Thomas Edison, tech icons Steve Jobs and Bill Gates, soccer...
Our Logo March 28, 2024 at 05:26 pm
Technogym S.p.A. :  Another Italian champion

Technogym S.p.A. : Another Italian champion

Why have we only been so keen on US company Peloton, which has never made a cent in profit, when Technogym S.p.A. in Italy has had one success after another?
Our Logo March 28, 2024 at 02:48 pm