JinkoSolar Holding Co.,Ltd $JKS Deep Dive

Executive Summary: JinkoSolar, headquartered in Shanghai, is a global leader in the solar industry. They manufacture and sell solar modules and related solutions to diverse customers in over 80 countries. Founded in 2006, the company boasts a strong track record, holding the top spot in global module shipments for several years. They’re known for their…

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Xpel Inc $XPEL Deep Dive

Executive Summary: XPEL Inc., founded in 1997, is a leading provider of protective films and coatings for various applications. They primarily focus on the automotive industry, offering paint protection film, window tint, and ceramic coatings to shield vehicles from chips, scratches, UV rays, and heat. However, their product line extends to residential and commercial window…

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Vita Coco Company $COCO Deep Dive

Executive Summary: Founded in 2004, The Vita Coco Company $COCO is a publicly traded leader in the coconut water market, selling their flagship beverage alongside other brands like Runa clean energy drinks and PWR LIFT protein water. Beyond delicious and hydrating products, they prioritize social responsibility through their “Coconuts For Good” initiative, aiming to positively…

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Cricut Inc $CRCT Deep Dive

Executive Summary: The pull forward revenue from Covid pandemic has faded and this stock remains challenged with poor growth, low earnings expectations and competitive dynamics. Cricut Inc. helps people unleash their creativity through smart cutting machines and design tools. Founded in 1969, they’ve built a loyal community who use Cricut machines to create personalized cards,…

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ACM Research Inc $ACMR Deep Dive

Executive Summary: Founded in 1998 in Silicon Valley, ACM Research Inc. is a global manufacturer of wet processing equipment for the semiconductor industry. They specialize in cleaning technologies for advanced devices, particularly focusing on ultra-low-K dielectric and copper integration. With over 448 patents and a presence in China, Korea, and Singapore, ACM offers a broad…

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Nerdwallet $NRDS Deep Dive

Executive Summary: NerdWallet, founded in 2009, is a personal finance website and app aiming to empower users to make informed financial decisions. Their team of experts creates objective reviews, comparisons, and guides across various financial products like credit cards, loans, bank accounts, and more. They utilize helpful tools and calculators to simplify complex financial topics,…

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Luminar Technologies $LAZR Deep Dive

Executive Summary: Luminar Technologies is an American company focused on creating lidar and machine perception technologies, primarily for self-driving cars. They’re motivated by a bold goal: saving 100 million lives and 100 trillion hours through improved automotive safety and autonomy. Their Iris lidar hardware and Sentinel software platform are designed to meet the requirements of…

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Navitas Semiconductor $NVTS Deep Dive

Executive Summary: Founded in 2014, Navitas Semiconductor is a pure-play, next-generation power semiconductor company focused on developing gallium nitride (GaN) and silicon carbide (SiC) technology. Their GaNFastâ„¢ integrated circuits and GeneSiCâ„¢ power MOSFETs deliver superior performance, efficiency, size, and cost compared to traditional silicon chips. This translates to smaller, faster, and more energy-efficient devices across…

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Fiverr International Ltd $FVRR Deep Dive

Executive Summary: How will Generative AI affect Fiverr’s business? Fiverr International, an Israeli company founded in 2010, is a leading online marketplace for freelance services. Connecting businesses with freelancers offering their talent in over 500 categories, Fiverr’s mission is to change how the world works together. From writing and graphic design to marketing and programming,…

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