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Beyond Firewalls: Fortinet’s Vision for Cyber Dominance (Part 1)
Explore Fortinet’s business model, Secure Networking, SASE, SecOps, and key growth drivers in this in-depth equity report.
Mar 20
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Beyond Firewalls: Fortinet’s Vision for Cyber Dominance (Part 1)
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Adobe’s Q1’25: Is the Post-Earnings Sell-Off an Opportunity?
Strong Execution, AI Uncertainty, and a Market Overreaction
Mar 19
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Adobe’s Q1’25: Is the Post-Earnings Sell-Off an Opportunity?
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Industry Overview #4
Supply Chain Management and Logistics Software
Mar 13
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Industry Overview #4
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2025 March Stock Idea
Finding a great investment idea isn’t easy, but we’re here to provide you with one great idea each month. We aim to highlight a compelling buy…
Mar 6
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2025 March Stock Idea
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February 2025
February 2025 Valuation Update
We are offering you a 3-month trial on Koyfin (only for annual subscribers).
Feb 28
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February 2025 Valuation Update
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AMD Deep Dive: From Underdog to AI & Data Center Contender
AMD business model, competitive positioning, growth prospects, and valuation
Feb 20
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AMD Deep Dive: From Underdog to AI & Data Center Contender
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Industry Overview #3
Alcoholic beverages
Feb 14
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Industry Overview #3
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PayPal Q4'24 Earnings
"Transaction margin percent increased by more than 100 basis points for the second consecutive quarter, reflecting our focus on price-to-value and…
Feb 8
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PayPal Q4'24 Earnings
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Estée Lauder’s Turnaround: Can “Beauty Reimagined” Restore Growth?
Weak Outlook, Cost Cuts, and Strategic Shifts
Feb 7
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Estée Lauder’s Turnaround: Can “Beauty Reimagined” Restore Growth?
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2025 February Stock Idea
One great idea each month
Feb 5
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2025 February Stock Idea
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META – AI CAPEX investments are still going strong
Earnings review Q4'24
Feb 3
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META – AI CAPEX investments are still going strong
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January 2025 Valuation Update
We are offering you a 3-month trial on Koyfin (only for annual subscribers).
Feb 1
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January 2025 Valuation Update
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