Stock market analysis : Equities
CME Group Inc: Network effect
CME is the operator behind the world's largest financial futures market.
April 04, 2024 at 09:38 am
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.
April 03, 2024 at 04:15 pm
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.
April 03, 2024 at 10:09 am
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...
April 02, 2024 at 09:46 am
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.
March 31, 2024 at 10:17 pm
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...
March 28, 2024 at 05:26 pm
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?
March 28, 2024 at 02:48 pm
AppFolio, Inc. : A new era for real estate management
Founded in 2006, AppFolio is a leading provider of cloud business management solutions for the real estate industry. It offers a cloud-based platform enhanced with AppFolio Realm designed to...
March 27, 2024 at 07:04 pm
Moncler vs. Canada Goose: The match of luxury down jackets
Listed on the stock exchange, the two brands are trading at comparable valuations. Their economic performance, however, differs markedly.
March 27, 2024 at 02:47 pm
Behind the numbers: $7.8 billion, the value of Truth Social
DJT is the company that hosts TMTG, the parent company of Truth Social. The network founded by Donald Trump reached 7.8 billion dollars at the end of its first day on the stock market. Let's run...
March 27, 2024 at 11:09 am
Enbridge Inc : Irreplaceable infrastructure
The pipeline group concludes a particularly intense ten-year investment cycle with good news.
March 26, 2024 at 04:45 pm
How to learn from your mistakes with François Rochon
François Rochon has celebrated 30 years as a portfolio manager. This is an opportunity for us to take stock of his performance, review his investment philosophy and understand the lessons he passes...
March 26, 2024 at 03:11 pm
Lemonade, Inc: 180-degree pivot
The start-up that set out to revolutionize the insurance industry has come up against the harsh realities of an ultra-competitive sector.
March 26, 2024 at 10:30 am
Moderna, Inc. prepares for the post-Covid era
Does the management team of the messenger RNA pioneer really believe in the future of biotech?
March 25, 2024 at 02:24 pm
Owens Corning : A champion of Roofing & Insulation
Founded in 1938 and based in Ohio, Owens Corning is today a global building and construction materials leader with operations in 31 countries, and approximately 19,000 employees. The company develops,...
March 21, 2024 at 12:28 am
A lost decade for Reckitt Benckiser
By losing 15% in a single session last Friday, Reckitt Benckiser was back where it was 10 years ago. Shares lost ground in each of the last three years. The coupons mitigate shareholder disappointment...
March 20, 2024 at 02:18 pm
Behind the numbers - €100 million, the looming bonus for Ryanair's CEO Michael O'Leary
At least €100 million, that's the bonus Ryanair CEO Michael O'Leary is set to receive through stock options, if the airline achieves its targets this year. The not-to-be-missed story behind...
March 20, 2024 at 11:08 am
Kering: A factual retrospective
No doubt CEO François-Henri Pinault would have wished for something more than a profit warning to celebrate his 20th anniversary as the head of the family holding company Artémis.
March 20, 2024 at 10:29 am
Nvidia launches an AI woodstock
On the week's agenda, amidst central bank decisions, investors have pinpointed an event that, before the artificial intelligence boom, would have federated only a microcosm. The Nvidia GTC conference,...
March 18, 2024 at 01:41 pm
Deliveroo takes a new stance
Deliveroo lacks the financial capacity of Uber Eats, whose development is subsidized by profits from the American group's cab business.
March 18, 2024 at 09:59 am
Innovation or interruption? - Crypto Recap
The Solana blockchain stopped working for four hours on Tuesday. Despite its rapid growth and innovative approach to blockchain technology, Solana's repeated problems and the extended beta phase of...
February 09, 2024 at 09:38 am
The top 30 Small-caps for 2024
Betting on these modestly-sized companies could prove to be a lucrative operation.
February 05, 2024 at 03:14 pm
Tether: A cash machine that runs on stablecoins - Crypto Recap
In the fascinating industry of crypto-assets, Tether has taken the lion's share in 2023, with performances that would make even the largest financial institutions green with envy. With a USDT...
February 02, 2024 at 02:47 pm
