Kyndryl Holdings $KD Deep Dive

Executive Summary: Kyndryl Holdings is a major player in the world of information technology, specifically infrastructure services. Founded in 2021 through a spin-off from IBM, they design, build, manage and develop large-scale IT systems. Currently headquartered in New York City, Kyndryl boasts a global presence with a customer base that includes 75% of Fortune 100…

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General Motors deep dive and 2025 outlook $GM

General Motors (NYSE: GM) – Driving the Future of Mobility General Motors Company (GM) is one of the largest automobile manufacturers in the world, producing vehicles under brands like Chevrolet, GMC, Cadillac, and Buick. Founded in 1908, GM is a legacy player transitioning aggressively into electric vehicles (EVs) and autonomous driving technologies. The company designs,…

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Ares Management Corporation $ARES Deep Dive

Executive Summary: Ares Management Corporation is a leading global alternative investment manager, specializing in credit, private equity, and real estate. The company offers a range of investment solutions to clients worldwide, aiming to deliver strong risk-adjusted returns. With a diverse portfolio of strategies and a deep understanding of the markets, Ares Management has established itself…

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Keurig Dr Pepper Inc $KDP Deep Dive

Executive Summary: Keurig Dr Pepper Inc. (KDP) is a leading beverage company, and it was established through the merger of Keurig Green Mountain and Dr Pepper Snapple Group. The company boasts over 125 owned, licensed, and partner brands, including iconic names like Keurig, Dr Pepper, Canada Dry, Snapple, and Green Mountain Coffee Roasters. The company…

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Brinker International earnings review and 2025 outlook $EAT

1. Company Overview Brinker International, Inc., trading under ticker EAT, is a publicly traded company headquartered in Dallas, Texas. It owns and franchises popular casual-dining chains, most notably Chili’s Grill & Bar and Maggiano’s Little Italy. The company operates globally, with over 1,600 restaurants across the U.S. and international markets. Founded in 1991, Brinker has established…

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Rivian Automotive Inc $ RIVN Deep Dive

Executive Summary: Rivian Automotive Inc. is an American electric vehicle manufacturer. The company focuses on producing high-performance electric vehicles, including pickup trucks and SUVs, designed for both on-road and off-road adventures. Rivian’s goal is to accelerate the adoption of electric cars by offering compelling products that combine sustainability with performance and functionality. Rivian Automotive Inc….

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C3.ai Inc $AI Deep Dive

Executive Summary: C3.ai Inc. is an enterprise artificial intelligence company that develops software to help businesses use artificial intelligence (AI). They offer a variety of tools and pre-built applications that can be used to improve efficiency and solve problems in areas like manufacturing, finance, and healthcare. C3.ai was founded in 2009 by Tom Siebel and…

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Affirm Holdings Inc $AFRM Deep Dive

Executive Summary: Affirm Holdings Inc. is a financial technology company that provides buy now, pay later (BNPL) services. Affirm offers consumers flexible payment options for online and in-store purchases. The company’s technology assesses creditworthiness without relying on traditional credit scores, making it accessible to a wider range of customers. Stock Overview:  Ticker $AFRM Price $31.46…

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Vinfast Auto Deep dive and 2025 outlook $VFS

VinFast: A Bold EV Challenger from VietnamVinFast is a Vietnamese electric vehicle (EV) manufacturer founded in 2017 and a subsidiary of the Vingroup conglomerate. Headquartered in Hai Phong, Vietnam, the company initially focused on internal combustion engine vehicles before transitioning to an all-electric lineup in 2021. VinFast made headlines with its aggressive entry into the…

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Aurora Innovation $AUR Deep Dive

Executive Summary: Aurora Innovation Inc., is a self-driving vehicle technology company based in Pittsburgh, Pennsylvania. Their core product is the Aurora Driver, a system that can be integrated into various vehicles, converting them into autonomous cars. The Aurora Driver is a combination of sensors, software, and hardware that allows the vehicle to perceive its surroundings…

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