Globant S.A. $GLOB Deep Dive

Executive Summary: Globant S.A. is a traded IT and software development company. It operates globally, providing digital transformation services and solutions to businesses across various industries. Globant focuses on helping clients reinvent their businesses through the use of cutting-edge technologies like AI, cloud, and metaverse. Globant is a prominent player in the digital transformation space,…

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Caesars Entertainment Inc $CZR Deep Dive

Executive Summary: Caesars Entertainment, Inc. is a prominent casino and entertainment company with a wide-ranging portfolio of properties. Its core business encompasses casino gaming, including both physical locations and a growing online presence with sports betting and iGaming. Caesars provides extensive hospitality services, featuring hotels, restaurants, and diverse entertainment venues. The company operates under well-known…

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Walgreens Boots Alliance Inc $WBA Deep Dive

Executive Summary: Walgreens Boots Alliance is a global leader in retail pharmacy, health, and well-being, with a 175-year heritage of caring for communities. WBA plays a critical role in the healthcare ecosystem through dispensing medicines, improving access to pharmacy and health services, providing high-quality health and beauty products, and offering anytime, anywhere convenience across its…

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Brown & Brown Inc $BRO Deep Dive

Executive Summary: Brown & Brown Inc. is a leading insurance brokerage firm offering risk management solutions to individuals and businesses worldwide. They provide a wide range of insurance products and services, including property, casualty, life, health, and group benefits. Their commitment to exceptional customer service, innovative solutions, and deep industry expertise has solidified their position…

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Rubrick Deep dive and 2025 outlook $RBRK

📌 Company Overview Rubrik, Inc. is a cyber resilience software company focusing on data backup, recovery, and ransomware protection for hybrid and multi‑cloud environments. Its platform integrates cloud, SaaS, and on‑prem systems to safeguard enterprise data across environments. Rubrik has quickly scaled since its 2014 founding, and went public in September 2023. With a Subscription…

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Starbucks Corporation $SBUX Deep Dive

Executive Summary: Starbucks Corporation began as a retailer of whole bean coffee, tea, and spices. Inspired by Italian coffee culture, Howard Schultz transformed Starbucks into a coffeehouse serving espresso-based drinks, driving its significant expansion. Today, it stands as the world’s largest coffeehouse chain with over 40,000 stores across 87 countries, offering a variety of hot…

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Upstart Holdings $UPST Deep Dive

Executive Summary: Upstart Holdings Inc. uses artificial intelligence (AI) to power its lending platform. They partner with banks and credit unions to offer loan products like personal loans and auto refinancing. Upstart’s AI considers more than just traditional credit scores to assess creditworthiness, including a borrower’s education and employment history. This allows them to approve…

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Mobileye Global Inc $MBLY Deep Dive

Executive Summary: Mobileye Global Inc. is a leading Israeli autonomous driving technology company. They specialize in developing advanced driver-assistance systems (ADAS) and self-driving solutions. Mobileye’s technology, which includes cameras, computer chips, and software, is used by major automakers worldwide. Their goal is to revolutionize mobility by making autonomous vehicles a reality and improving road safety….

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Transocean Ltd $RIG Deep Dive

Executive Summary: Transocean Ltd. is a leading American company in offshore drilling for oil and gas wells. Their headquarters are in Vernier, Switzerland, but they have offices in 20 countries around the world. The company offers a variety of services including deepwater and harsh environment drilling, project management, and crew for oil and gas rigs….

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Global Payments Inc $GPN Deep Dive

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…

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