William Mann
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Nov 25, 2024 |
smartkarma.com | Sudarshan Bhandari |Douglas Kim |William Mann |Michael Fritzell
In today’s briefing:The Beat Ideas: Deep Industries- A Hidden Oil & Gas ProxyEoflow: European Court Dismisses Injunction Filed by Insulet2025 High Conviction Short: Microchip Technology Inc. (MCHP)Prada (1913 HK): High Fashion at 14x EV/Pretax Profit with an Alt-Data CatalystAspirasi Hidup Indonesia (ACES IJ) – Rising Inventories for Good ReasonTech Supply Chain Tracker (26-Nov-2024): HP prepares for Trump 2.0 with changes in leadership and supply chain in NA.
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