General Motors earnings review and 2026 outlook $GM

General Motors is one of the world’s largest automotive manufacturers, producing vehicles under brands including Chevrolet, GMC, Cadillac, and Buick. Founded in 1908 and headquartered in Detroit, GM generated approximately $171 billion in revenue in FY2024, making it the largest U.S. automaker by revenue. The company operates across North America, China (via joint ventures), and select…

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Li Auto Inc $LI Deep Dive

Executive Summary: Li Auto Inc. is a prominent player in China’s electric vehicle market, specializing in the design, development, and manufacturing of premium smart electric vehicles. The company is particularly known for its pioneering work in commercializing extended-range electric vehicles (EREVs) in China, a technology that combines electric power with a gasoline-powered range extender to…

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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 GaNFast™ integrated circuits and GeneSiC™ 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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MGM Resorts International $MGM Deep Dive

Executive Summary: MGM Resorts International is a global entertainment company renowned for its premier casino resorts and hospitality offerings. It owns and operates a diverse portfolio of iconic properties, including the Bellagio, MGM Grand, and Mandalay Bay. MGM Resorts is heavily involved in gaming, entertainment, and hospitality, providing a wide range of experiences for its…

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Jabil Circuits, deep dive and 2025 outlook $JBL

Company Overview Jabil Inc. is a global design, manufacturing, and supply chain services leader founded in 1966 and headquartered in St. Petersburg, Florida. The company partners with customers from concept through manufacturing and lifecycle management across healthcare, automotive, cloud and networking, industrial, and consumer end-markets. Fiscal 2024 revenue was roughly $31 billion as Jabil continued…

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Five Below Inc $FIVE Deep Dive

Executive Summary: Five Below is an American specialty discount retailer that primarily sells products priced at $5 or less, with a smaller selection priced up to $25. The chain targets tweens and teens, offering a wide variety of merchandise including toys, games, candy, style, room, sports, tech, create, party, and seasonal items. Five Below has…

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Match Group Inc $MTCH Deep Dive

Executive Summary: Match Group Inc. is a global leader in online dating, owning and operating popular platforms like Tinder, Match.com, and OkCupid. With a strong emphasis on safety and innovation, Match Group aims to create meaningful connections for people of all ages, backgrounds, and relationship goals. Match Group Inc. reported earnings per share (EPS) of…

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Lyft Inc. $LYFT Deep Dive

Executive Summary: Lyft is a transportation company in the United States and Canada offering ride-hailing, scooters, bikes, car rentals, and even food delivery in some areas. They operate a network of drivers connected to riders through their app, and also provide businesses with transportation solutions. Founded in 2007, Lyft is the second-largest ridesharing company in…

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Capri Holdings Limited $CPRI Deep Dive

Executive Summary: Capri Holdings Limited is a global fashion holding company known for its luxury brands. Founded in 1981 by Michael Kors, the company owns the Michael Kors brand alongside Versace and Jimmy Choo. They design high-end clothing, shoes, handbags and accessories and operate a network of retail stores worldwide. The company is also currently…

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SEA Limited deep dive, earnings outlook and 2025 review

Overview Sea Limited, formerly known as Garena, is a Singapore-based tech conglomerate founded in 2009, now operating across three core digital businesses: e‑commerce (Shopee), digital entertainment (Garena), and financial services (Monee)  . It’s the largest consumer internet company by revenue in Southeast Asia, delivering $16.8 billion in revenue in 2024  . Listed on the NYSE since 2017, Sea is helmed…

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