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Concentrix (CNXC) | A cheap CX powerhouse mispriced as a simple call center stock
Every week, I dig through sectors that don’t usually dominate headlines but quietly power the modern economy.
Nov 24
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Taylor Morrison (TMHC): the homebuilder that went from laggard to leader
Taylor Morrison is a leading land developer and homebuilder headquartered in Scottsdale, Arizona.
Nov 21
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Asymmetric Edge
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PagSeguro (PAGS): cheap for a reason or opportunity at peak pessimism?
PagSeguro is a financial lifeline for millions of Brazilian entrepreneurs and consumers.
Nov 17
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Asymmetric Edge
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Fortinet | the right cybersecurity stock at the wrong price?
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
Nov 15
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Nexstar Media Group's enduring power in a digital age
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
Nov 8
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The NVIDIA of LNG: GTT turned cryogenic tech into a cash machine
GTT builds the technology that makes LNG ship building possible.
Nov 3
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The $2 billion question: is Matador Resources undervalued or uninvestable?
Data centers are multiplying like rabbits.
Oct 26
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Asymmetric Edge
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Global platinum ETF investment guide
The world’s most undervalued precious metal deserves your attention
Oct 17
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Asymmetric Edge
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Why Great Wall Motor could be the best Chinese auto stock right now
China isn’t chasing the global auto industry anymore.
Oct 10
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Asymmetric Edge
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EQT Corporation - from Appalachian driller to well-to-pipe powerhouse
For over 130 years, EQT Corporation has been synonymous with the Appalachian Basin, a quiet giant fueling American homes and industries from the heart…
Sep 30
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Asymmetric Edge
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COSCO - transformation from state enterprise to shipping superpower
Every time you buy something made overseas, there's a decent chance it traveled on one of COSCO SHIPPING Holdings' massive container ships.
Sep 22
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Asymmetric Edge
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Why I sold my shares in MOL Hungarian Oil and Gas company
I wrote about MOL Hungarian Oil and Gas company back in May and it has been in my portfolio since.
Sep 21
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Asymmetric Edge
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