This article was written by Follow I am a growth-oriented investor, conducting fundamental research. Long-term focus, independent thinking. I prefer companies with deep moats and high recurring sales growth.Disclosure: Hunter Wolf and I are working in the same investment team. […]
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Eoneren/E+ via Getty Images I assigned a ‘Hold’ rating to Steris (NYSE:STE) in my article published in February 2024, highlighting their strong growth in Healthcare products alongside the weakness in Applied Sterilization Technologies (AST) business. I believe the company has
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wwing I published my ‘Strong Buy’ thesis on Adobe Inc. (NASDAQ:ADBE) in June 2024, highlighting their strong AI positions in Firefly. Adobe released a strong Q3 result on September 12th after the bell, while they guided a weak growth in
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maybefalse/iStock Editorial via Getty Images I assigned a ‘Sell’ rating to Oracle (NYSE:ORCL) in my article published in January 2024, arguing that the company is losing strength in cloud and AI. Oracle released its Q1 FY25 result on September 9th
