Investment Literacy Coach

Executive Summary: Sterling Infrastructure is a prominent infrastructure services provider in the United States. They specialize in building, servicing, and maintaining transportation and water infrastructure projects across the nation. Their services encompass various aspects like designing, assessing, maintaining, and renewing these vital structures. Sterling operates through subsidiaries focusing on three core areas: electrical infrastructure, building…

Executive Summary: Marqeta is a financial services company founded in 2010 that provides a modern credit, payment & debit card issuing platform. Their platform allows businesses to create custom and innovative payment card solutions. Essentially, they empower businesses to build and integrate debit, credit, and prepaid card programs into their existing infrastructure. Marqeta boasts a…

Executive Summary: Global Payments Inc. is a multinational financial technology company that provides payment technology and services to merchants, issuers, and consumers worldwide. It facilitates payments through credit cards, debit cards, and digital and contactless methods. Global Payments’ solutions include payment processing, point-of-sale systems, and software for managing payment operations. Global Payments Inc. posted GAAP…

Executive Summary: JD.com, also known as Jingdong, is a major Chinese e-commerce company. It’s the number one retailer in China and a major competitor to Alibaba. Beyond retail, JD.com offers technology, logistics, healthcare, and more services. The company is known for its focus on technology and innovation, particularly in its vast drone delivery network and…

Executive Summary: Paycom Software Inc. is a leading provider of cloud-based human capital management (HCM) software, specializing in payroll, HR, benefits, and talent management solutions. The company offers a single database system that integrates all HR functions into one platform, eliminating the need for multiple software applications. With a focus on employee self-service and data…

Executive Summary: Upwork is a leading online platform connecting businesses and freelancers worldwide. Founded in 2013 through the merger of Elance and oDesk, it boasts a vast talent pool across diverse industries. Businesses can browse freelancer profiles, post projects, and hire verified professionals based on reviews and work samples. Freelancers can find projects, showcase their…

Executive Summary: UWM Holdings Corporation (UWM) is a leading wholesale mortgage lender in the United States, primarily operating through independent mortgage brokers. UWM focuses on providing technology and support to empower these brokers. The company has demonstrated significant growth in loan origination volume, particularly in purchase loans, and has also shown strong improvement in net…

Executive Summary: D.R. Horton, Inc. is America’s largest homebuilder, constructing and selling homes across numerous U.S. states. The company has grown into a Fortune 500 corporation, offering various housing options from entry-level to luxury homes. Beyond construction, D.R. Horton provides financial services, including mortgage financing, title services, and insurance, to its homebuyers. D.R. Horton reported…