Squarespace Inc $SQSP Deep Dive

Executive Summary: Squarespace provides website building and hosting services. They cater to entrepreneurs and small businesses with an all-in-one platform for building online stores, scheduling appointments, and managing a social media presence. Squarespace offers pre-built website templates and drag-and-drop editing tools, making it easy for users to create professional-looking websites without any coding knowledge. Squarespace’s…

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Costco earnings review, deep dive and 2025 outlook

Costco Wholesale Corporation (NASDAQ: COST) is a leading membership-based warehouse club retailer headquartered in Issaquah, Washington. Founded in 1983, Costco has grown to become the third-largest global retailer, operating over 879 warehouses worldwide and serving nearly 134 million cardholders. The company offers a wide range of products, including groceries, electronics, apparel, and home goods, often in bulk…

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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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Workday Deep Dive and 2025 outlook $WDAY

Background Workday, Inc. (NASDAQ: WDAY) is a leading provider of enterprise cloud applications for finance and human resources.Founded in 2005 by Dave Duffield and Aneel Bhusri, the company offers a suite of software solutions designed to help organizations manage their financial and human capital operations. Headquartered in Pleasanton, California, Workday serves a diverse range of industries…

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Futu Holdings Limited $FUTU Deep Dive

Executive Summary: Futu Holdings Limited is a financial technology company that uses its digital platforms, Futubull and Moomoo, to offer securities brokerage and wealth management services. Founded in 2007, the company is headquartered in Hong Kong and serves clients in China, Hong Kong, the United States, and internationally. They target the emerging affluent Chinese population…

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DigitalOcean Holdings Inc $DOCN Deep Dive

Executive Summary: DigitalOcean Holdings Inc. is a cloud service provider specializing in infrastructure for developers, startups, and small businesses. Their cloud platform offers tools and resources to simplify tasks like building, deploying, and scaling applications. The company, founded in 2011, is headquartered in New York City and operates data centers around the world. They also…

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Axcelis Technologies Inc $ACLS Deep Dive

Executive Summary: Axcelis Technologies is a major player in the global semiconductor industry. They design, manufacture and service equipment critical for chip production, specifically ion implantation systems and curing systems. It was founded in 1995 and is headquartered in Massachusetts, USA. Analysts have a consensus EPS forecast of $1.26, which would be lower than the…

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Arcadium Lithium plc $ALTM Deep Dive

Executive Summary: Arcadium Lithium plc is a leading global producer of lithium chemicals for a variety of applications. Founded in 1944 and headquartered in Philadelphia, the company offers battery-grade lithium hydroxide, carbonate and other products for electric vehicles, electronics, and more. Arcadium Lithium is committed to sustainability and collaboration as they look to be a…

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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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