Latest
02
Oct
SBUX EEV Equity Research & Valuation Report
EEV Analysis: Starbucks Corporation
OVERALL PORTFOLIO ACTION: RED / AVOID NEW CAPITAL — Starbucks remains a powerful global brand, but the current
11 min read
25
Sep
PLTR EEV Equity Research & Valuation Report
EEV Analysis: Palantir Technologies Inc.
OVERALL PORTFOLIO ACTION: RED / AVOID NEW CAPITAL — Palantir is an exceptional high-growth software business
11 min read
19
Sep
TOITF EEV Equity Research & Valuation Report
EEV Analysis: Topicus.com Inc.
OVERALL PORTFOLIO ACTION: YELLOW / HOLD / WATCHLIST — Topicus.com is a strong vertical market software compounder
10 min read
08
Sep
AVGO EEV Equity Research & Valuation Report
EEV Analysis: Broadcom Inc.
OVERALL PORTFOLIO ACTION: YELLOW / HOLD / WATCHLIST — Broadcom is a high-quality compounder with very strong profitability,
11 min read
06
Sep
SARO EEV Equity Research & Valuation Report
EEV Core Verdict Dashboard: StandardAero, Inc.
OVERALL PORTFOLIO ACTION: YELLOW / HOLD / WATCHLIST — StandardAero is showing real operating momentum, improving margins,
11 min read
04
Sep
BE EEV Equity Research & Valuation Report
EEV Analysis: Bloom Energy Corporation
OVERALL PORTFOLIO ACTION: RED / AVOID NEW CAPITAL — Bloom Energy is showing a real operating breakout,
10 min read
30
Aug
WSO EEV Equity Research & Valuation Report
EEV Analysis: Watsco, Inc.
OVERALL PORTFOLIO ACTION: YELLOW / HOLD / WATCHLIST — Watsco is a good, understandable HVAC distribution business with a
10 min read
29
Aug
GAP EEV Equity Research & Valuation Report
EEV Analysis: The Gap, Inc.
OVERALL PORTFOLIO ACTION: YELLOW / HOLD / WATCHLIST — Gap is showing a real operating turnaround at a
11 min read
26
Aug
HCC EEV Equity Research & Valuation Report
EEV Core Verdict Dashboard: Warrior Met Coal, Inc.
OVERALL PORTFOLIO ACTION: RED / AVOID NEW CAPITAL — Warrior Met Coal has a
11 min read
26
Aug
ACN EEV Equity Research & Valuation Report
EEV Analysis: Accenture plc
OVERALL PORTFOLIO ACTION: GREEN / BUY / ACCUMULATE — Accenture is a high-quality, cash-rich compounder trading at
9 min read