Juxtaposed Ideas

This article was written by Follow I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular […]

Iron Mountain: Deserves A Downgrade, Overly Expensive Here Source link Juxtaposed Ideas

Andrii Dodonov UBER’s Investment Thesis Remains Promising – Albeit With Inherent Growth Risks We previously covered Uber Technologies, Inc. (NYSE:UBER) in June 2024, discussing why we had reiterated our Buy rating upon the mixed FQ1’24 earnings call, thanks to the

mikkelwilliam We previously covered Upstart Holdings (NASDAQ:UPST) in August 2023, discussing the stock’s massive volatility attributed to the FQ2’23 miss and the eye-watering short interest. While the management had continued to show tight control over operating costs while improving its

Jose Luis Pelaez Inc AVGO’s High Growth Investment Thesis Remains Cheap We previously covered Broadcom (NASDAQ:AVGO) in February 2024, discussing why we had reiterated our Buy rating, thanks to the accelerating profitable growth reported in FQ1’24 and the raised AI-related

DNY59 We previously covered UiPath (NYSE:PATH) in July 2024, discussing its inability to ride the first wave of generative AI monetization, as observed in the sudden management change and the drastically lowered FY2025 guidance. Despite near-term challenges, the decelerating ARR

Mihaela Rosu SOFI Investment Thesis Remains Dirt Cheap At Current Levels We previously covered SoFi Technologies (NASDAQ:NASDAQ:SOFI) in May 2024, discussing why we had maintained our Buy rating, due to the promising growth in its top/ bottom lines as the

DNY59 CROX’s Reversal May Be Here, As HEYDUDE Bottoms We previously covered Crocs, Inc. (NASDAQ:CROX) in June 2024, discussing why we had reiterated our Buy rating, as the company reported double beat FQ1’24 earning call while raising its FY2024 guidance.