Research

The Scorecard
OI
The Scorecard: 1 Month Update: OI Sell — Correct so far
Sep 14, 2026
Revisiting our Sell call on OI: entry $6.79, latest $6.53, -3.8%.
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The Scorecard
AMBA
The Scorecard: 2 Month Update: AMBA Sell — Correct so far
Sep 14, 2026
Revisiting our Sell call on AMBA: entry $72.90, latest $65.31, -10.4%.
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SEC What Changed
ABAT, BNTC, HAIN, LRDC, RLGT, UNFI, VRDR, WEWA
Hain Celestial Group (HAIN) 10-K: MD&A Changes Lead 14 September 2026 Filing Roundup
Sep 14, 2026
Hain Celestial Group (HAIN)’s MD&A section changed the most among 8 companies that filed 10-Ks on 14 September 2026, each compared against its prior-year…
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Equity Research
MCD
McDonald’s Stock Analysis: Buy or Sell? Valuation, Margins & Debt
Sep 14, 2026
McDonald’s (MCD) is rated Hold as its best-in-class margins and cash generation are already reflected in the valuation. The main issue is rich pricing alongside $54.6B of debt, which limits upside unless growth reaccelerates.
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The Scorecard
NNDM
The Scorecard: 1 Month Update: NNDM Sell — Correct so far
Sep 13, 2026
Revisiting our Sell call on NNDM: entry $1.65, latest $1.53, -7.3%.
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Equity Research
ANET
Arista Networks Stock Analysis: Buy or Sell? AI Demand, Valuation & Customer Concentration
Sep 13, 2026
Arista Networks (ANET) is rated Hold because its premium valuation already reflects strong AI and cloud demand. The company generates robust free cash flow, but customer concentration and a rich EV/revenue multiple leave limited margin for error.
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The Scorecard
TPL
The Scorecard: 2 Month Update: TPL Sell — Correct so far
Sep 12, 2026
Revisiting our Sell call on TPL: entry $408.26, latest $369.10, -9.6%.
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The Scorecard
OWLT
The Scorecard: 1 Month Update: OWLT Sell — Correct so far
Sep 12, 2026
Revisiting our Sell call on OWLT: entry $5.81, latest $4.69, -19.3%.
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Equity Research
SNEX
StoneX Stock Analysis: Buy or Sell? Leverage, Margins & Valuation
Sep 12, 2026
StoneX Group Inc. (SNEX) is rated Hold as growth remains solid but leverage and thin margins limit upside. The stock is not expensive on forward earnings, yet debt/equity near 823.5% leaves little room for disappointment.
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Equity Research
GLW
Corning Stock Analysis: Buy or Sell? Valuation, FCF & AI Demand
Sep 12, 2026
Corning Inc. (GLW) is rated hold as valuation already assumes stronger cash conversion than the business is delivering. The stock has solid TTM levered free cash flow, but thin FCF yield and a rich EV/EBITDA multiple leave limited margin for error.
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