From 831b44da1f8900a4ea153675b4153c9b71581339 Mon Sep 17 00:00:00 2001 From: nic Date: Sat, 1 Nov 2025 20:36:59 -0400 Subject: Auto from nzxt - Sat 01 Nov 2025 08:36:59 PM EDT --- Finance/Research/Tickers/ABR.md | 60 ----------------- Finance/Research/Tickers/ACMR.md | 10 --- Finance/Research/Tickers/ADI.md | 9 --- Finance/Research/Tickers/AEHR.md | 10 --- Finance/Research/Tickers/AEIS.md | 11 --- Finance/Research/Tickers/AMBA.md | 13 ---- Finance/Research/Tickers/AMRK.md | 8 --- Finance/Research/Tickers/ANET.md | 10 --- Finance/Research/Tickers/ANSS.md | 9 --- Finance/Research/Tickers/APD.md | 8 --- Finance/Research/Tickers/ASTS.md | 17 ----- Finance/Research/Tickers/AXTI.md | 10 --- Finance/Research/Tickers/BRKR.md | 20 ------ Finance/Research/Tickers/CEVA.md | 6 -- Finance/Research/Tickers/CHKP.md | 5 -- Finance/Research/Tickers/CHTR.md | 11 --- Finance/Research/Tickers/CRDO.md | 18 ----- Finance/Research/Tickers/CSV.md | 10 --- Finance/Research/Tickers/CSX.md | 6 -- 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Finance/Tickers/TSEM.md create mode 100644 Finance/Tickers/WOLF.md create mode 100644 Finance/Tickers/index.md (limited to 'Finance') diff --git a/Finance/Research/Tickers/ABR.md b/Finance/Research/Tickers/ABR.md deleted file mode 100644 index 16b619f..0000000 --- a/Finance/Research/Tickers/ABR.md +++ /dev/null @@ -1,60 +0,0 @@ -## Ticker: NYSE:ABR -### Arbor Realty Trust - -# Qualitative Analysis -Two business segments: Structured Loan Origination and Investment Business -Invest in the multifamily, single-family rental (“SFR”) and commercial real estate markets -Also invest in real estate-related joint ventures and may directly acquire real property and invest in real estate-related notes and certain mortgage-related securities. -Organized to qualify as a real estate investment trust (“REIT”) -We provide a suite of comprehensive customized financing solutions to meet the various needs of borrowers. We target borrowers whose options may be limited by conventional bank financing. - -# timeframe -default by max may 2025 - -# 16 feb earnings -Arbor CEO has just proclaimed that delinquencies are in the low single digits and the CLO data that Viceroy obtained from the trustee is wrong. - -This is a blatant lie, and easily verifyable - -# viceroy research -PT = 0$ -Viceroy’s dive into Arbor’s CLOs suggest its entire loan book is distressed -and underlying collateral is vastly overstated. These loans do not qualify for refinancing anywhere, and -substantially all mature within the next 18 months. (written nov 16 2023) - -0% to 5% rates as derailed all ABR projects - -The current underlying DSCR of Arbor’s ~$7.6b CLOs is about 0.63x meaning their OI covers only 63% of their total debt service. -There is no feasible rate cuts in the next 18 months that could salvage these projects. - -Arbor’s business model is to finance bridge loans for multifamily residential unit investments, typically through renovation periods. After renovation, Arbor can then refinance these bridge loans into agency loans. - -In order to access liquidity against these floating rate bridge loans, Arbor established Collateralized Loan -Obligation facilities (CLOs) - -Billions of dollars of loans in CLOs were made to finfluencers and real estate “guru” syndicates who have -zero real estate investment backgrounds. ex: Elisa Zhang - -Significant portion of the properties underlying the CLOs have atrocious reviews, including pictures, and -have not been rehabilitated. Some properties have already been condemned and labelled as slums. - -Poor maintenance, poor security, vandalism, theft, and shootings are widely reported among properties. - -Lack of authentic good review - -Management appears to be raising rents of properties without any actual rehabilitation. - -The only feasible way that we believe Arbor can continue as a going concern is by refinancing bridging loans. Per -above, we note that doing this is effectively just prolonging a catastrophe - -Arbor’s loan book substantially matures over the next 18 months. As shown in Section 6 below, new -originations are fading quickly in high-rate environments that do not support most multifamily rehabilitation -bridging projects - -NOI figures have not improved. - -The CLOs will inevitably breach covenants and become distressed - -Horrible management of propeties - -Severals lenders in Arbor’s CLOs (that arbor made loan's to) are in financial troubles diff --git a/Finance/Research/Tickers/ACMR.md b/Finance/Research/Tickers/ACMR.md deleted file mode 100644 index eab4e21..0000000 --- a/Finance/Research/Tickers/ACMR.md +++ /dev/null @@ -1,10 +0,0 @@ -# Ticker : ACMR -## ACM Research, Inc. - -Develops wet processing technology and equipment for semiconductor devices. - - - - -Category: Manufacturing/Assembly Equipment and Services. - diff --git a/Finance/Research/Tickers/ADI.md b/Finance/Research/Tickers/ADI.md deleted file mode 100644 index a5c4c76..0000000 --- a/Finance/Research/Tickers/ADI.md +++ /dev/null @@ -1,9 +0,0 @@ -#Ticker NASDAQ:ADI - -Analog Devices, Inc. - -Specializes in data conversion, signal processing, and power management technology. - - -Category: Integrated Device Manufacturers. - diff --git a/Finance/Research/Tickers/AEHR.md b/Finance/Research/Tickers/AEHR.md deleted file mode 100644 index 24e9aa2..0000000 --- a/Finance/Research/Tickers/AEHR.md +++ /dev/null @@ -1,10 +0,0 @@ -# Ticker: NASDAQ:AEHR -## Aehr Test Systems - -Develops and manufactures systems for burning-in and testing logic, optical, and memory integrated circuits. - - -provider of test solutions for testing, burning-in, and stabilizing semiconductor devices in wafer level, singulated die, and package part form - -The applications include electric vehicles, electric vehicle charging infrastructure, solar and wind power, computing, data and telecommunications infrastructure, and solid-state memory storage - diff --git a/Finance/Research/Tickers/AEIS.md b/Finance/Research/Tickers/AEIS.md deleted file mode 100644 index 5564c2c..0000000 --- a/Finance/Research/Tickers/AEIS.md +++ /dev/null @@ -1,11 +0,0 @@ -# Ticker :AEIS - -Advanced Energy Industries, Inc. - -Designs and manufactures power conversion, measurement, and control solutions for industrial applications. - - - - -Category: Manufacturing/Assembly Equipment and Services. - diff --git a/Finance/Research/Tickers/AMBA.md b/Finance/Research/Tickers/AMBA.md deleted file mode 100644 index 18196eb..0000000 --- a/Finance/Research/Tickers/AMBA.md +++ /dev/null @@ -1,13 +0,0 @@ -# Ticker: NASDAQ:AMBA -# Ambarella, Inc. - -Develops high-definition video compression and image processing products. - -"Computer vision & machine sensing" - - human-viewing applications with video and image processors for enterprise, public infrastructure and home applications, such as internet protocol, or IP, security cameras, sports cameras, wearables, aerial drones, and aftermarket automotive video recorders. - - - - - diff --git a/Finance/Research/Tickers/AMRK.md b/Finance/Research/Tickers/AMRK.md deleted file mode 100644 index b5d6034..0000000 --- a/Finance/Research/Tickers/AMRK.md +++ /dev/null @@ -1,8 +0,0 @@ -# Ticker NASDAQ:AMRK -## A-MARK Precious Metals, Inc - -Offers gold, silver, platinum, palladium, and copper bullion, numismatic coins, and related products to wholesale and retail customers - -operations through three complementary segments: Wholesale Sales & Ancillary Services, Direct-to-Consumer, and Secured Lending. - - diff --git a/Finance/Research/Tickers/ANET.md b/Finance/Research/Tickers/ANET.md deleted file mode 100644 index cb357c4..0000000 --- a/Finance/Research/Tickers/ANET.md +++ /dev/null @@ -1,10 +0,0 @@ -# Ticker: NYSE:ANET -### Arista Networks - -## Qualitative Analisys - -Cloud, high-speed networking, ethernet switches & routing - -achieved the leadership position in high-speed Ethernet port shipments of 100G and above and the second largest market share in overall data center Ethernet switch ports and revenue. - -Meta Platforms and Microsoft, two of our cloud end customers, each accounted for more than 10% of our total revenue diff --git a/Finance/Research/Tickers/ANSS.md b/Finance/Research/Tickers/ANSS.md deleted file mode 100644 index 20032e3..0000000 --- a/Finance/Research/Tickers/ANSS.md +++ /dev/null @@ -1,9 +0,0 @@ -# Ticker: :ANSS -## ANSYS, Inc. - -Develops and markets engineering simulation software used for predicting how product designs will behave in real-world environments. - - - -Category: IP, Design Software, and R&D Tools. - diff --git a/Finance/Research/Tickers/APD.md b/Finance/Research/Tickers/APD.md deleted file mode 100644 index 87b280a..0000000 --- a/Finance/Research/Tickers/APD.md +++ /dev/null @@ -1,8 +0,0 @@ -#Ticker NYSE:APD -Air Products and Chemicals, Inc. - -Supplies industrial gases and related equipment to various industries including semiconductors. - - -Category: Raw Materials and Components. - diff --git a/Finance/Research/Tickers/ASTS.md b/Finance/Research/Tickers/ASTS.md deleted file mode 100644 index 28b67fc..0000000 --- a/Finance/Research/Tickers/ASTS.md +++ /dev/null @@ -1,17 +0,0 @@ -#Ticker: NASDAQ: ASTS -##AST SpaceMobile Inc - -# Qualitative Analysis - -Satellite designer & manufacturer. -Building what we believe is the first space-based cellular broadband network designed to be accessible by standard mobile phones (The SpaceMobile Service) -Global coverage for users -The SpaceMobile Service currently is planned to be provided by a network of 168 high-powered, large phased-array satellites in LEO - -We are partnering with Mobile Network Operators - -We currently are targeting to achieve substantial global mobile coverage after the launch of a total of 110 satellites by the end of 2024 and multiple input multiple output ("MIMO") capabilities during 2025 after the launch of a total of 168 satellites. - - The SpaceMobile Service has not yet generated revenue and is not expected to generate revenue until after the commercial launch of the SpaceMobile Service - - accessible to any standard, unmodified, off-the-shelf mobile phone or 2G/3G/4G LTE/5G and IoT-enabled device diff --git a/Finance/Research/Tickers/AXTI.md b/Finance/Research/Tickers/AXTI.md deleted file mode 100644 index 8c5f8e8..0000000 --- a/Finance/Research/Tickers/AXTI.md +++ /dev/null @@ -1,10 +0,0 @@ -# Ticker: NASDAQ:AXTI -## AXT Inc - -develop and produce single element semiconductor substrates aka wafers - -Manufactures compound semiconductor substrates, including gallium arsenide and indium phosphide. - - - - diff --git a/Finance/Research/Tickers/BRKR.md b/Finance/Research/Tickers/BRKR.md deleted file mode 100644 index 397a9c0..0000000 --- a/Finance/Research/Tickers/BRKR.md +++ /dev/null @@ -1,20 +0,0 @@ -# Ticker NASDAQ:BRKR -## Bruker Corporation - - -Provides high-performance scientific instruments and high-value analytical and diagnostic solutions - - enable our customers to explore life and materials at microscopic, molecular and cellular levels. - - products are used to detect, measure and visualize structural characteristics of chemical, biological and industrial material samples. - - customers in life science research, pharmaceuticals, biotechnology, applied markets, cell biology, clinical research, microbiology, in-vitro diagnostics, nanotechnology and materials science research - -microbiology and infectious disease diagnostics, including our MALDI Biotyper rapid pathogen identification platform and related test kits - - - Our technology platforms include magnetic resonance technologies, mass spectrometry technologies, gas and liquid chromatography, triple quadrupole mass spectrometry technologies, X-ray technologies, spark-optical emission spectroscopy, atomic force microscopy, stylus and optical metrology technology, fluorescence optical microscopy, and infrared and Raman molecular spectroscopy technologies. - - - -We have four reportable segments, Bruker Scientific Instruments (BSI) BioSpin, BSI CALID, BSI Nano, and Bruker Energy & Supercon Technologies (BEST). diff --git a/Finance/Research/Tickers/CEVA.md b/Finance/Research/Tickers/CEVA.md deleted file mode 100644 index 37571fe..0000000 --- a/Finance/Research/Tickers/CEVA.md +++ /dev/null @@ -1,6 +0,0 @@ -# Ticker: NASDAQ:CEVA -## Ceva Inc - -Licenses wireless connectivity and smart sensing technologies. - -Our revenue mix comprises primarily of IP licensing fees and related revenues and royalties generated from the shipments of products deploying our IP. Related revenues include revenues from post contract support, training and sale of development systems and chips. diff --git a/Finance/Research/Tickers/CHKP.md b/Finance/Research/Tickers/CHKP.md deleted file mode 100644 index 639a872..0000000 --- a/Finance/Research/Tickers/CHKP.md +++ /dev/null @@ -1,5 +0,0 @@ -#Ticker: NASDAQ:CHKP -Check Point Software Technologies Ltd. - - - diff --git a/Finance/Research/Tickers/CHTR.md b/Finance/Research/Tickers/CHTR.md deleted file mode 100644 index 539bdb0..0000000 --- a/Finance/Research/Tickers/CHTR.md +++ /dev/null @@ -1,11 +0,0 @@ -#Ticker: NASDAQ:CHTR -## Charter Communications Inc - -broadband connectivity company and cable operator serving more than 32 million customers in 41 states through our Spectrum brand. - -Internet -TV -Mobile -Voice ? - - diff --git a/Finance/Research/Tickers/CRDO.md b/Finance/Research/Tickers/CRDO.md deleted file mode 100644 index f141b18..0000000 --- a/Finance/Research/Tickers/CRDO.md +++ /dev/null @@ -1,18 +0,0 @@ -# Ticker: NYSE:CRDO -## Credo Semiconductors - - -Silicon interconnect fabric (Si-IF) is an emerging technology that aims to replace traditional printed circuit boards (PCBs) - - CRDO's ability to deliver power-efficient SerDes solutions at lower prices or with much lower power consumption compared to their competitors. - - Our connectivity solutions are optimized for optical and electrical Ethernet applications, including the 100G (or Gigabits per second), 200G, 400G, 800G and emerging 1.6T (or Terabits per second) markets. Our products are based on our Serializer/Deserializer (SerDes) and Digital Signal Processor (DSP) technologies. Our product families include integrated circuits (ICs), Active Electrical Cables (AECs) and SerDes Chiplets. Our intellectual property (IP) solutions consist primarily of SerDes IP licensing. - - - The multibillion-dollar **data infrastructure market** that we serve is driven largely by hyperscale data centers (hyperscalers), as well as general compute, AI/ML infrastructure, multi-service operators (MSOs), and mobile network operators (MNOs). - -our proprietary SerDes and DSP technologies - -We are engaged with all of the major hyperscalers, and our customer base includes over 20 blue chip clients, including more than 10 original equipment manufacturers (OEMs) and original design manufacturers (ODMs), over 10 optical module manufacturers and other leading enterprises. - - diff --git a/Finance/Research/Tickers/CSV.md b/Finance/Research/Tickers/CSV.md deleted file mode 100644 index 90c24d0..0000000 --- a/Finance/Research/Tickers/CSV.md +++ /dev/null @@ -1,10 +0,0 @@ -# Ticker NYSE:CSV -# Carriage Services, Inc - -Provide funerals and cemetery services - -We operate in two business segments: Funeral Home Operations, which currently accounts for approximately 70% of our total revenue, and Cemetery Operations, which currently accounts for approximately 30% of our total revenue. - - At December 31, 2023, we operated 171 funeral homes in 26 states and 32 cemeteries in 11 states. - - diff --git a/Finance/Research/Tickers/CSX.md b/Finance/Research/Tickers/CSX.md deleted file mode 100644 index 69f56ea..0000000 --- a/Finance/Research/Tickers/CSX.md +++ /dev/null @@ -1,6 +0,0 @@ -# Ticker NASDAQ:CSX -## CSX Corp - - provides rail-based freight transportation services including traditional rail service, the transport of intermodal containers and trailers, as well as other transportation services such as rail-to-truck transfers and bulk commodity operations. - - diff --git a/Finance/Research/Tickers/DKNG.md b/Finance/Research/Tickers/DKNG.md deleted file mode 100644 index 76479c3..0000000 --- a/Finance/Research/Tickers/DKNG.md +++ /dev/null @@ -1,2 +0,0 @@ -# Ticker NASDAQ:DKNG -## DraftKings Inc diff --git a/Finance/Research/Tickers/DOCU.md b/Finance/Research/Tickers/DOCU.md deleted file mode 100644 index cf41f0e..0000000 --- a/Finance/Research/Tickers/DOCU.md +++ /dev/null @@ -1,8 +0,0 @@ -#Ticker: NASDAQ: DOCU -DocuSign Inc. - -eSignature - - - - diff --git a/Finance/Research/Tickers/ELF.md b/Finance/Research/Tickers/ELF.md deleted file mode 100644 index bd625e3..0000000 --- a/Finance/Research/Tickers/ELF.md +++ /dev/null @@ -1,9 +0,0 @@ -# Ticker: NYSE:ELF -# Elf Beauty Inc - -Sells Cosmetics & skincare products - -Our family of brands includes e.l.f. Cosmetics, e.l.f. SKIN, Naturium, Well People and Keys Soulcare. -our retail customers such as Target, Walmart, Ulta Beauty and other leading retailers - - diff --git a/Finance/Research/Tickers/GRPN.md b/Finance/Research/Tickers/GRPN.md deleted file mode 100644 index 3e2da54..0000000 --- a/Finance/Research/Tickers/GRPN.md +++ /dev/null @@ -1,8 +0,0 @@ -# Ticker NASDAQ:GRPN -# Groupon, INC. - -Global two-sided marketplace that connects consumers to merchants - -Revenue is earned through transactions during which we generate commissions by selling goods or services on behalf of third-party merchants. - - diff --git a/Finance/Research/Tickers/HE.md b/Finance/Research/Tickers/HE.md deleted file mode 100644 index a0a8d2a..0000000 --- a/Finance/Research/Tickers/HE.md +++ /dev/null @@ -1,29 +0,0 @@ -## Ticker: NYSE:HE -### Hawaiien Electric - -## Qualitative Analysis -HEI is a holding company with its subsidiaries principally engaged in electric utility, banking, and non-regulated renewable/sustainable infrastructure businesses (Electric utility, Bank, and Other.) -HEI’s sources of funds are dividends or other distributions from its operating subsidiaries, borrowings, and sales of equity. - -Electric Utility: Hawaiian Electric and its operating utility subsidiaries, Hawaii Electric Light Company, Inc. (Hawaii Electric Light) and Maui Electric Company, Limited (Maui Electric) provide service to approximately 95% of Hawaii’s population - 72% of earnings - -Bank: American Savings Bank (ASB) 3rd largest in Hawaii - 28% of earnings - -Other: corporate-level operating, general and administrative expenses and the results of Pacific Current, LLC (Pacific Current) - -August 8, 2023 was Hawaii fire incident - Liability risk - -estimate damages cost - 5.5 B - https://www.facebook.com/countyofmaui/posts/pfbid02kwcpL5MaspoEpkmqR6AEmRwMevdrvgdtinPTFy5ogvHLxNHig8Hm2UCYF7XLT9xGl -estimate insurance companies exposure - 3.2 B - https://www.aol.com/news/lahaina-wildfire-insured-property-loss-095355255.html - -Economic toll of Hawaii wildfires could climb to $16 billion - https://www.marketplace.org/shows/marketplace-morning-report/the-cost-of-the-maui-fire/ -paying that would bankrupt company instantly - - -Credit rating downgrade by S&P - https://disclosure.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3041908 - -# Kpi's -advanced smart meters ? - -### RESEARCH: NYSE: PCG -similar situation, that of the 2018 Californian Camp Fire, the Pacific Gas & Electric Company was found liable, and these liabilities were part of the reasons why the company filed for bankruptcy in 2020 diff --git a/Finance/Research/Tickers/IMVT.md b/Finance/Research/Tickers/IMVT.md deleted file mode 100644 index 511df80..0000000 --- a/Finance/Research/Tickers/IMVT.md +++ /dev/null @@ -1,3 +0,0 @@ -#Ticker: NASDAQ:IMVT -Immunovant, Inc. - diff --git a/Finance/Research/Tickers/KDP.md b/Finance/Research/Tickers/KDP.md deleted file mode 100644 index a946cd3..0000000 --- a/Finance/Research/Tickers/KDP.md +++ /dev/null @@ -1,7 +0,0 @@ -#Ticker NASDAQ:KDP -# Keurig Dr Pepper Inc - -Portfolio including Dr Pepper, Canada Dry, Green Mountain Coffee Roasters, Snapple, Mott's, The Original Donut Shop, Clamato, and Core Hydration, as well as the Keurig brewing system. - - - diff --git a/Finance/Research/Tickers/KEYS.md b/Finance/Research/Tickers/KEYS.md deleted file mode 100644 index a118103..0000000 --- a/Finance/Research/Tickers/KEYS.md +++ /dev/null @@ -1,9 +0,0 @@ -# Ticker: :KEYS -## Keysight Technologies - -Produces electronic design and test instrumentation. - - -Category: IP, Design Software, and R&D Tools. - - diff --git a/Finance/Research/Tickers/LIN.md b/Finance/Research/Tickers/LIN.md deleted file mode 100644 index 9a9e1d6..0000000 --- a/Finance/Research/Tickers/LIN.md +++ /dev/null @@ -1,11 +0,0 @@ - -## Ticker: NASDAQ:LIN - -## Qualitative Analysis - -LINDE is the largest industrial gas company worldwide. It's primary products are: -atmospheric gases (oxygen, nitrogen, argon, and rare gases) -process gases (carbon dioxide, helium, hydrogen, electronic gases, specialty gases, and acetylene ) -also designs and builds equipment that produces industrial gases - -Linde serves a diverse group of industries including healthcare, chemicals and energy, manufacturing, metals and mining, food and beverage, and electronics. diff --git a/Finance/Research/Tickers/LPG.md b/Finance/Research/Tickers/LPG.md deleted file mode 100644 index 9507ebd..0000000 --- a/Finance/Research/Tickers/LPG.md +++ /dev/null @@ -1,12 +0,0 @@ - -#Ticker: NYSE: LPG -## Dorian LPG Ltd - -# Qualitative Analysis - -Transport LPG (Liquefied petroleum gas) since 2002 -Own and operate VLGCs (Very Large Gas Carriers) - -Our fleet currently consists of twenty-two VLGCs, including our nineteen new fuel-efficient 84,000 cbm ECO-design VLGCs, or our ECO VLGCs, one 82,000 cbm VLGC, and two time chartered-in VLGC - -The twenty VLGCs in our fleet, excluding the two time chartered-in vessels, have an aggregate carrying capacity of approximately 1.7 million cbm and an average age of 7.5 years as of May 27, 2022 diff --git a/Finance/Research/Tickers/MCHP.md b/Finance/Research/Tickers/MCHP.md deleted file mode 100644 index 25da2bc..0000000 --- a/Finance/Research/Tickers/MCHP.md +++ /dev/null @@ -1,10 +0,0 @@ -Ticker: :MCHP -Microchip Technology Inc. - -Manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits. - - - - -Category: Integrated Device Manufacturers. - diff --git a/Finance/Research/Tickers/MPWR.md b/Finance/Research/Tickers/MPWR.md deleted file mode 100644 index dba7c10..0000000 --- a/Finance/Research/Tickers/MPWR.md +++ /dev/null @@ -1,10 +0,0 @@ -# Ticker MPWR -## Monolithic Power Systems, Inc. - - -Designs integrated power semiconductor solutions and power delivery architectures. - - - -Category: Integrated Device Manufacturers. - diff --git a/Finance/Research/Tickers/MTSI.md b/Finance/Research/Tickers/MTSI.md deleted file mode 100644 index 0ef9cc4..0000000 --- a/Finance/Research/Tickers/MTSI.md +++ /dev/null @@ -1,16 +0,0 @@ -# Ticker NASDAQ:MTSI -## MACOM Technology Solutions - -Develops and manufactures semiconductor products for data center, telecommunications, and industrial applications. - -Our manufacturing model consists of domestic semiconductor wafer fabrication assembly and test capabilities coupled with domestic and international external foundry and assembly and test partners - - - Certain of our facilities have achieved certification to the IATF16949 automotive standard, the AS9100D aerospace standard, the ISO9001 international quality standard, the ISO14001 environmental management standard and the ANSI/ESD S20.20:2014 standard. - - - We have been accredited by the United States Department of Defense with “Trusted Foundry” status - - - - diff --git a/Finance/Research/Tickers/ONTO.md b/Finance/Research/Tickers/ONTO.md deleted file mode 100644 index d6280a9..0000000 --- a/Finance/Research/Tickers/ONTO.md +++ /dev/null @@ -1,13 +0,0 @@ -# Ticker NYSE:ONTO -Onto Innovation Inc - - -Provides process control tools for semiconductor manufacturing, including inspection and metrology. - - - - - -Category: Manufacturing/Assembly Equipment and Services. - - diff --git a/Finance/Research/Tickers/PAYX.md b/Finance/Research/Tickers/PAYX.md deleted file mode 100644 index d68d252..0000000 --- a/Finance/Research/Tickers/PAYX.md +++ /dev/null @@ -1,52 +0,0 @@ -## Ticker: NASDAQ:PAYX -### Paychex inc. - - fiscal year that ends May 31st - -# list all competitors & make basket - -# Qualitative -Provider of human capital management (“HCM”) solutions for human resources (“HR”), payroll, benefits, and insurance - -As of May 31, 2023, we served approximately 740,000 payroll and PEO clients. - KPI ? - -The key features of our solutions are: -•Comprehensive cloud-based platform optimized to meet the HR and payroll needs of small- and medium-sized organizations; -•Streamlined workforce management that combines technology with flexible support options; -•Modern, mobile, and intuitive user experience and self-service capabilities; -•Scalable and customizable platform that allows clients the ability to add services as they grow; -•Software as a service, or “SaaS”, delivery model that reduces total cost of ownership for our clients; and -•Expertise in HR and payroll with our technology backed by over 250 compliance experts and approximately 700 HR business professionals. - -Over 50% of our revenues are gained from our services beyond payroll processing. - - -proactively aid our clients in navigating macroeconomic challenges, legislative changes, and other complexities they face - -help customers more effectively hire, engage, train, and retain top talent - -HR & compliance - -Paychex Flex® platform -Paychex Flex is our proprietary HCM SaaS platform that provides seamless workforce management -suite of solutions including recruiting, onboarding, HR, time and attendance and employee benefits. & function-focused analytics - -contract with client generally do not containt specified contract period - Client retention should be a good KPI -For fiscal 2023, client retention was in the range of 82% to 83% of our beginning client base. - -Management solutions: --Payroll processing solutions --Payroll tax administration solutions --Employee payment solutions --Regulatory compliance solutions --HR solutions --Retirement solutions administration --HR administration solutions - - -We have one primary national competitor - Who ? - - -focus on smid business - - diff --git a/Finance/Research/Tickers/PEP.md b/Finance/Research/Tickers/PEP.md deleted file mode 100644 index e603119..0000000 --- a/Finance/Research/Tickers/PEP.md +++ /dev/null @@ -1,24 +0,0 @@ -## Ticker: NASDAQ:PEP - -## Qualitative Analysis -Global beverage and food company with a complementary portfolio of brands: -- Lay’s -- Doritos -- Cheetos -- Gatorade -- Pepsi-Cola -- Mountain Dew -- Quaker -- SodaStream - -Make, market, distribute and sell in more than 200 countries - -7 Divisions -- Frito-Lay North America (FLNA) -- Quaker Foods North America (QFNA) -- PepsiCo Beverages North America (PBNA) -- Latin America (LatAm) -- Europe -- Africa, Middle East and South Asia (AMESA) -- Asia Pacific, Australia and New Zealand and China Region (APAC) -- diff --git a/Finance/Research/Tickers/RIG.md b/Finance/Research/Tickers/RIG.md deleted file mode 100644 index d99565c..0000000 --- a/Finance/Research/Tickers/RIG.md +++ /dev/null @@ -1,16 +0,0 @@ - -4.06$ - 7 jan 2025 - -around for more than 100yrs - experience up/down in energy space - -Revenue growth for next 12 month (2026) is at 18% -EPS growth 61% - -Now they are strugglin but likely to improve - -Fleet is fully contracted until 2027 -day rate are favorable ? - -New 111M ultra deep water contract - -Margin EBITA 28.6% accellerating still diff --git a/Finance/Research/Tickers/SAH.md b/Finance/Research/Tickers/SAH.md deleted file mode 100644 index 96914b7..0000000 --- a/Finance/Research/Tickers/SAH.md +++ /dev/null @@ -1,16 +0,0 @@ -#Ticker: NYSE:SAH -# Sonic Automotive Inc. - -5th largest automotive retailers in the United States as mesured by total revenues - -3 reportable segments - -(1) the Franchised Dealerships Segment -(2) the EchoPark Segment -(3) the Powersports Segment - - As of December 31, 2023, we operated 108 stores in the Franchised Dealerships Segment, 25 stores in the EchoPark Segment, and 13 stores in the Powersports Segment. - - The Franchised Dealerships Segment consists of 134 new vehicle franchises (representing 28 different brands of cars and light trucks) and 16 collision repair centers in 18 states. The EchoPark Segment operates in 11 states and the Powersports Segment operates in two states. - - diff --git a/Finance/Research/Tickers/SLAB.md b/Finance/Research/Tickers/SLAB.md deleted file mode 100644 index fddb649..0000000 --- a/Finance/Research/Tickers/SLAB.md +++ /dev/null @@ -1,11 +0,0 @@ -#Ticker: NASDAQ:SLAB - -Silicon Laboratories Inc. - - -Designs and markets a range of silicon, software, and solutions for the Internet of Things, internet infrastructure, industrial automation, consumer, and automotive markets. - - - -Category: Fabless Chip Designers. - diff --git a/Finance/Research/Tickers/SNPS.md b/Finance/Research/Tickers/SNPS.md deleted file mode 100644 index 98917e6..0000000 --- a/Finance/Research/Tickers/SNPS.md +++ /dev/null @@ -1,8 +0,0 @@ -# Ticker: NASDAQ:SNPS -Synopsys, Inc. - -Provides electronic design automation software that engineers use to design and test integrated circuits. - - -Category: IP, Design Software, and R&D Tools. - diff --git a/Finance/Research/Tickers/SWKS.md b/Finance/Research/Tickers/SWKS.md deleted file mode 100644 index 3a93be9..0000000 --- a/Finance/Research/Tickers/SWKS.md +++ /dev/null @@ -1,8 +0,0 @@ -Ticker: NASDAQ:SWKS -Skyworks Solutions, Inc. - -Produces semiconductor products for use in radio frequency and mobile communications systems. - - -Category: Integrated Device Manufacturers. - diff --git a/Finance/Research/Tickers/SYNA.md b/Finance/Research/Tickers/SYNA.md deleted file mode 100644 index cdfff22..0000000 --- a/Finance/Research/Tickers/SYNA.md +++ /dev/null @@ -1,8 +0,0 @@ - #Ticker NASDAQ:SYNA - Synaptics Incorporated - - - Develops human interface solutions including touch, display, and biometrics products for a range of electronic devices. - - Category: Fabless Chip Designers. - diff --git a/Finance/Research/Tickers/TRAK.md b/Finance/Research/Tickers/TRAK.md deleted file mode 100644 index 4e4e673..0000000 --- a/Finance/Research/Tickers/TRAK.md +++ /dev/null @@ -1,54 +0,0 @@ - -## Ticker: NYSE:TRAK ( Formely Park City Group ) - -## Qualitative Analysis - -Repositrak is a SaaS provider that facilitate compliance with FSMA. It collect and sorts all vendor compliance documents related to food safety, regulatory compliance, insurance ect... It partners with retailers, wholesalers, and product suppliers to help them source, vet, and transact with their suppliers in order to accelerate sales, control risks, and improve supply chain efficiencies, and source hard-to-get-things. - -services for multi-store retail chains, wholesalers and distributors, and their suppliers. - -It is the world's largest food traceability and regulatory compliance network - -Repositrak is the industry standard & largest platform of its kind - -The Company’s services are grouped in three application suites: -(i) ReposiTrak MarketPlace (“MarketPlace”), encompassing the Company’s supplier discovery and B2B e-commerce solutions, which helps the Company’s customers find new suppliers; -(ii) ReposiTrak Compliance and Food Safety (“Compliance and Food Safety”) solutions, which help the Company’s customers vet suppliers to mitigate the risk of doing business with these suppliers; -(iii) ReposiTrak’s Supply Chain (“Supply Chain”) solutions, which help the Company’s customers to more efficiently manage their various transactions with their suppliers. - -Main customers U.S. consumer retail sector for food - -## Catalyst: FSMA enforcement on January 20, 2026. - -What is the Food Safety Modernization Act: - -Aim to prevent foodborne illnesses by giving the FDA new authority to regulate the way foods are grown, harvested and processed. The law grants the FDA a number of new powers, including mandatory recall authority. - -Considered the first major piece of federal legislation addressing food safety since 1938. - -What documents are required ?: all records relating to the manufacture, processing, packing, distribution, receipt, holding, or importation - - goals to enhance traceability, improve predictive analytics, respond more rapidly to outbreaks, address new business models, reduce contamination of food, and foster the development of stronger food safety cultures. - -one particular section of the Food Safety Modernization Act (“FSMA”), Section 204(d) which has to deal with traceability, was left incomplete when the regulation was enacted in 2011 -FDA been working to define exactly what traceability means and what is required to comply with that section of the law. - -As part of the 2020 “New Era” announcement, FDA published the Food Traceability List or (“FTL”). FDA used a “risk assessment model” to identify 16 of the highest-risk categories to start with. There is not a single grocery retailer who does not sell these items. These 16 categories represent thousands of individual items and FDA has made it clear in its communications the categories on the FTL are only the beginning. FDA states that they would “encourage the voluntary adoption of these practices industry-wide,” which means more categories are expected to be added over time. - -For traceability, FDA requires the capture, creation and sharing of specific key data elements (“KDE”) at each designated Critical Tracking Event (“CTE”) for every item and every shipment. FDA also requires the data be stored for two years and be retrievable and presented to them within 24 hours upon request. FSMA 204 is ultimately about recording all movement of inventories through the supply chain. The result is an enormous amount of data to manage. At the root, it is a supply chain data management issue, which is ReposiTrak’s core expertise. That’s why we’ve made it our goal to develop a traceability solution that’s easy, inexpensive and exceeds FDA’s requirements with the guidance of industry thought leaders gathered in the Food Traceability Leadership Consortium. As the largest connected network of food suppliers, wholesalers and retailers in the world, the ReposiTrak Traceability Network® is well positioned to provide end-to-end traceability to provide a safer food supply chain, tighten control on food waste and implement a food recall response that saves lives and money. - -## KPI's - -How many customers ? - -As of June 30, 2023, the Company employed a total of 69 employees. - - -the renewal rates of subscriptions - - -## OTher TBC - -Can be compared ? with UNH & obamacare/ACA introduced on march 23, 2010 - -Management with industry experience: company funded to remedy a problem with their food company diff --git a/Finance/Research/Tickers/TSEM.md b/Finance/Research/Tickers/TSEM.md deleted file mode 100644 index c9df72e..0000000 --- a/Finance/Research/Tickers/TSEM.md +++ /dev/null @@ -1,8 +0,0 @@ -# Ticker NASDAQ:TSEM -## Tower Semiconductor - -Operates semiconductor foundries, manufacturing integrated circuits with geometries ranging from 1.0 to 0.13 micron. - - - - diff --git a/Finance/Research/Tickers/WOLF.md b/Finance/Research/Tickers/WOLF.md deleted file mode 100644 index 2ca3af6..0000000 --- a/Finance/Research/Tickers/WOLF.md +++ /dev/null @@ -1,9 +0,0 @@ -# Ticker: NYSE:WOLF -## Wolfspeed Inc - -Specializes in silicon carbide and gallium nitride materials and devices. - -our products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. - - - diff --git a/Finance/Research/Tickers/ZIM.md b/Finance/Research/Tickers/ZIM.md deleted file mode 100644 index 8b13789..0000000 --- a/Finance/Research/Tickers/ZIM.md +++ /dev/null @@ -1 +0,0 @@ - diff --git a/Finance/Research/Tickers/index.md b/Finance/Research/Tickers/index.md deleted file mode 100644 index d97736c..0000000 --- a/Finance/Research/Tickers/index.md +++ /dev/null @@ -1,136 +0,0 @@ -[[ABR]] - -[[ACMR]] - -[[ADI]] - -[[AEIS]] - -[[AEHR]] - -[[ANET]] - -[[ANSS]] - -[[AMBA]] - -[[AMRK]] - -[[APD]] - -[[ASTS]] - -[[AXTI]] - -[[BRKR]] - -[[CEVA]] - -[[CHTR]] - -[[CRDO]] - -[[CSV]] - -[[CSX]] - -[[DKNG]] - -[[DOCU]] - -[[ELF]] - -[[GRPN]] - -[[HE]] - -[[KEYS]] - -[[KDP]] - -[[LPG]] - -[[LIN]] - -[[MCHP]] - -[[MPWR]] - -[[MTSI]] - -[[ONTO]] - -[[PAYX]] - -[[PEP]] - -[[RIG]] - -[[SAH]] - -[[SLAB]] - -[[SWKS]] - -[[SYNA]] - -[[SNPS]] - -[[TRAK]] - -[[TSEM]] - -[[WOLF]] - - -# Russia -0486.hk - rusal -SBER.ME - sberbank -EPAM - US BASED - BELARUS FOUNDER -BGEO.l - Bank georgia - - -# rate cut play - why ? -BLND -RKT - -Prepare short MSTR / BTC setup - -DMRC -- High short interest -- working witht he big boys on digital watermark -- might come in before election ? catalyst - -Regarding TIN, I’ve mentioned the only 2 ways to invest is Alphamin and MLX in Australia - - -PVH - owns both calvin klein & tommy hilfinger -Kering - owns Gucci - -vitalfarms -Each box contains info about, and the webcam! address of the specific farm that sources the eggs. -That's a warm and fuzzy empathy button click for female consumers. - - -Compiling UAS/UAV names -$avav $rtx $lilm $evtl $amba $achr $ktos $joby $noc $cgy $keyw $lhx $gd $hon $lmt $tdy $tdg $rtx $txt $eh $pruia $parro $drshf $rcat $dpro $leg $blde $swks $jbl $irdm $kmtuy -drone - RCAT - -precious metals list - -Gold -$GDX $GDXJ $NEM $GOLD $EGO $EQX $KGC $IAG $HMY - -Silver -$SIL $SILJ $AEM $PAAS - -# short research - -- muddy water eurofins -- wolfpack max -- hunterbrook hims -- viceroy GL -- black mamba amph -- sprucepointcapital FND -- culper research IREN -- DF Research WSC diff --git a/Finance/Research/index.md b/Finance/Research/index.md index ee3711e..a3c6dd0 100644 --- a/Finance/Research/index.md +++ b/Finance/Research/index.md @@ -1,5 +1,4 @@ -[Tickers](/Tickers/index.md) # Citrini diff --git a/Finance/Tickers/ABR.md b/Finance/Tickers/ABR.md new file mode 100644 index 0000000..16b619f --- /dev/null +++ b/Finance/Tickers/ABR.md @@ -0,0 +1,60 @@ +## Ticker: NYSE:ABR +### Arbor Realty Trust + +# Qualitative Analysis +Two business segments: Structured Loan Origination and Investment Business +Invest in the multifamily, single-family rental (“SFR”) and commercial real estate markets +Also invest in real estate-related joint ventures and may directly acquire real property and invest in real estate-related notes and certain mortgage-related securities. +Organized to qualify as a real estate investment trust (“REIT”) +We provide a suite of comprehensive customized financing solutions to meet the various needs of borrowers. We target borrowers whose options may be limited by conventional bank financing. + +# timeframe +default by max may 2025 + +# 16 feb earnings +Arbor CEO has just proclaimed that delinquencies are in the low single digits and the CLO data that Viceroy obtained from the trustee is wrong. + +This is a blatant lie, and easily verifyable + +# viceroy research +PT = 0$ +Viceroy’s dive into Arbor’s CLOs suggest its entire loan book is distressed +and underlying collateral is vastly overstated. These loans do not qualify for refinancing anywhere, and +substantially all mature within the next 18 months. (written nov 16 2023) + +0% to 5% rates as derailed all ABR projects + +The current underlying DSCR of Arbor’s ~$7.6b CLOs is about 0.63x meaning their OI covers only 63% of their total debt service. +There is no feasible rate cuts in the next 18 months that could salvage these projects. + +Arbor’s business model is to finance bridge loans for multifamily residential unit investments, typically through renovation periods. After renovation, Arbor can then refinance these bridge loans into agency loans. + +In order to access liquidity against these floating rate bridge loans, Arbor established Collateralized Loan +Obligation facilities (CLOs) + +Billions of dollars of loans in CLOs were made to finfluencers and real estate “guru” syndicates who have +zero real estate investment backgrounds. ex: Elisa Zhang + +Significant portion of the properties underlying the CLOs have atrocious reviews, including pictures, and +have not been rehabilitated. Some properties have already been condemned and labelled as slums. + +Poor maintenance, poor security, vandalism, theft, and shootings are widely reported among properties. + +Lack of authentic good review + +Management appears to be raising rents of properties without any actual rehabilitation. + +The only feasible way that we believe Arbor can continue as a going concern is by refinancing bridging loans. Per +above, we note that doing this is effectively just prolonging a catastrophe + +Arbor’s loan book substantially matures over the next 18 months. As shown in Section 6 below, new +originations are fading quickly in high-rate environments that do not support most multifamily rehabilitation +bridging projects + +NOI figures have not improved. + +The CLOs will inevitably breach covenants and become distressed + +Horrible management of propeties + +Severals lenders in Arbor’s CLOs (that arbor made loan's to) are in financial troubles diff --git a/Finance/Tickers/ACMR.md b/Finance/Tickers/ACMR.md new file mode 100644 index 0000000..eab4e21 --- /dev/null +++ b/Finance/Tickers/ACMR.md @@ -0,0 +1,10 @@ +# Ticker : ACMR +## ACM Research, Inc. + +Develops wet processing technology and equipment for semiconductor devices. + + + + +Category: Manufacturing/Assembly Equipment and Services. + diff --git a/Finance/Tickers/ADI.md b/Finance/Tickers/ADI.md new file mode 100644 index 0000000..a5c4c76 --- /dev/null +++ b/Finance/Tickers/ADI.md @@ -0,0 +1,9 @@ +#Ticker NASDAQ:ADI + +Analog Devices, Inc. + +Specializes in data conversion, signal processing, and power management technology. + + +Category: Integrated Device Manufacturers. + diff --git a/Finance/Tickers/AEHR.md b/Finance/Tickers/AEHR.md new file mode 100644 index 0000000..24e9aa2 --- /dev/null +++ b/Finance/Tickers/AEHR.md @@ -0,0 +1,10 @@ +# Ticker: NASDAQ:AEHR +## Aehr Test Systems + +Develops and manufactures systems for burning-in and testing logic, optical, and memory integrated circuits. + + +provider of test solutions for testing, burning-in, and stabilizing semiconductor devices in wafer level, singulated die, and package part form + +The applications include electric vehicles, electric vehicle charging infrastructure, solar and wind power, computing, data and telecommunications infrastructure, and solid-state memory storage + diff --git a/Finance/Tickers/AEIS.md b/Finance/Tickers/AEIS.md new file mode 100644 index 0000000..5564c2c --- /dev/null +++ b/Finance/Tickers/AEIS.md @@ -0,0 +1,11 @@ +# Ticker :AEIS + +Advanced Energy Industries, Inc. + +Designs and manufactures power conversion, measurement, and control solutions for industrial applications. + + + + +Category: Manufacturing/Assembly Equipment and Services. + diff --git a/Finance/Tickers/AMBA.md b/Finance/Tickers/AMBA.md new file mode 100644 index 0000000..18196eb --- /dev/null +++ b/Finance/Tickers/AMBA.md @@ -0,0 +1,13 @@ +# Ticker: NASDAQ:AMBA +# Ambarella, Inc. + +Develops high-definition video compression and image processing products. + +"Computer vision & machine sensing" + + human-viewing applications with video and image processors for enterprise, public infrastructure and home applications, such as internet protocol, or IP, security cameras, sports cameras, wearables, aerial drones, and aftermarket automotive video recorders. + + + + + diff --git a/Finance/Tickers/AMRK.md b/Finance/Tickers/AMRK.md new file mode 100644 index 0000000..b5d6034 --- /dev/null +++ b/Finance/Tickers/AMRK.md @@ -0,0 +1,8 @@ +# Ticker NASDAQ:AMRK +## A-MARK Precious Metals, Inc + +Offers gold, silver, platinum, palladium, and copper bullion, numismatic coins, and related products to wholesale and retail customers + +operations through three complementary segments: Wholesale Sales & Ancillary Services, Direct-to-Consumer, and Secured Lending. + + diff --git a/Finance/Tickers/ANET.md b/Finance/Tickers/ANET.md new file mode 100644 index 0000000..cb357c4 --- /dev/null +++ b/Finance/Tickers/ANET.md @@ -0,0 +1,10 @@ +# Ticker: NYSE:ANET +### Arista Networks + +## Qualitative Analisys + +Cloud, high-speed networking, ethernet switches & routing + +achieved the leadership position in high-speed Ethernet port shipments of 100G and above and the second largest market share in overall data center Ethernet switch ports and revenue. + +Meta Platforms and Microsoft, two of our cloud end customers, each accounted for more than 10% of our total revenue diff --git a/Finance/Tickers/ANSS.md b/Finance/Tickers/ANSS.md new file mode 100644 index 0000000..20032e3 --- /dev/null +++ b/Finance/Tickers/ANSS.md @@ -0,0 +1,9 @@ +# Ticker: :ANSS +## ANSYS, Inc. + +Develops and markets engineering simulation software used for predicting how product designs will behave in real-world environments. + + + +Category: IP, Design Software, and R&D Tools. + diff --git a/Finance/Tickers/APD.md b/Finance/Tickers/APD.md new file mode 100644 index 0000000..87b280a --- /dev/null +++ b/Finance/Tickers/APD.md @@ -0,0 +1,8 @@ +#Ticker NYSE:APD +Air Products and Chemicals, Inc. + +Supplies industrial gases and related equipment to various industries including semiconductors. + + +Category: Raw Materials and Components. + diff --git a/Finance/Tickers/ASTS.md b/Finance/Tickers/ASTS.md new file mode 100644 index 0000000..28b67fc --- /dev/null +++ b/Finance/Tickers/ASTS.md @@ -0,0 +1,17 @@ +#Ticker: NASDAQ: ASTS +##AST SpaceMobile Inc + +# Qualitative Analysis + +Satellite designer & manufacturer. +Building what we believe is the first space-based cellular broadband network designed to be accessible by standard mobile phones (The SpaceMobile Service) +Global coverage for users +The SpaceMobile Service currently is planned to be provided by a network of 168 high-powered, large phased-array satellites in LEO + +We are partnering with Mobile Network Operators + +We currently are targeting to achieve substantial global mobile coverage after the launch of a total of 110 satellites by the end of 2024 and multiple input multiple output ("MIMO") capabilities during 2025 after the launch of a total of 168 satellites. + + The SpaceMobile Service has not yet generated revenue and is not expected to generate revenue until after the commercial launch of the SpaceMobile Service + + accessible to any standard, unmodified, off-the-shelf mobile phone or 2G/3G/4G LTE/5G and IoT-enabled device diff --git a/Finance/Tickers/AXTI.md b/Finance/Tickers/AXTI.md new file mode 100644 index 0000000..8c5f8e8 --- /dev/null +++ b/Finance/Tickers/AXTI.md @@ -0,0 +1,10 @@ +# Ticker: NASDAQ:AXTI +## AXT Inc + +develop and produce single element semiconductor substrates aka wafers + +Manufactures compound semiconductor substrates, including gallium arsenide and indium phosphide. + + + + diff --git a/Finance/Tickers/BRKR.md b/Finance/Tickers/BRKR.md new file mode 100644 index 0000000..397a9c0 --- /dev/null +++ b/Finance/Tickers/BRKR.md @@ -0,0 +1,20 @@ +# Ticker NASDAQ:BRKR +## Bruker Corporation + + +Provides high-performance scientific instruments and high-value analytical and diagnostic solutions + + enable our customers to explore life and materials at microscopic, molecular and cellular levels. + + products are used to detect, measure and visualize structural characteristics of chemical, biological and industrial material samples. + + customers in life science research, pharmaceuticals, biotechnology, applied markets, cell biology, clinical research, microbiology, in-vitro diagnostics, nanotechnology and materials science research + +microbiology and infectious disease diagnostics, including our MALDI Biotyper rapid pathogen identification platform and related test kits + + + Our technology platforms include magnetic resonance technologies, mass spectrometry technologies, gas and liquid chromatography, triple quadrupole mass spectrometry technologies, X-ray technologies, spark-optical emission spectroscopy, atomic force microscopy, stylus and optical metrology technology, fluorescence optical microscopy, and infrared and Raman molecular spectroscopy technologies. + + + +We have four reportable segments, Bruker Scientific Instruments (BSI) BioSpin, BSI CALID, BSI Nano, and Bruker Energy & Supercon Technologies (BEST). diff --git a/Finance/Tickers/CEVA.md b/Finance/Tickers/CEVA.md new file mode 100644 index 0000000..37571fe --- /dev/null +++ b/Finance/Tickers/CEVA.md @@ -0,0 +1,6 @@ +# Ticker: NASDAQ:CEVA +## Ceva Inc + +Licenses wireless connectivity and smart sensing technologies. + +Our revenue mix comprises primarily of IP licensing fees and related revenues and royalties generated from the shipments of products deploying our IP. Related revenues include revenues from post contract support, training and sale of development systems and chips. diff --git a/Finance/Tickers/CHKP.md b/Finance/Tickers/CHKP.md new file mode 100644 index 0000000..639a872 --- /dev/null +++ b/Finance/Tickers/CHKP.md @@ -0,0 +1,5 @@ +#Ticker: NASDAQ:CHKP +Check Point Software Technologies Ltd. + + + diff --git a/Finance/Tickers/CHTR.md b/Finance/Tickers/CHTR.md new file mode 100644 index 0000000..539bdb0 --- /dev/null +++ b/Finance/Tickers/CHTR.md @@ -0,0 +1,11 @@ +#Ticker: NASDAQ:CHTR +## Charter Communications Inc + +broadband connectivity company and cable operator serving more than 32 million customers in 41 states through our Spectrum brand. + +Internet +TV +Mobile +Voice ? + + diff --git a/Finance/Tickers/CRDO.md b/Finance/Tickers/CRDO.md new file mode 100644 index 0000000..f141b18 --- /dev/null +++ b/Finance/Tickers/CRDO.md @@ -0,0 +1,18 @@ +# Ticker: NYSE:CRDO +## Credo Semiconductors + + +Silicon interconnect fabric (Si-IF) is an emerging technology that aims to replace traditional printed circuit boards (PCBs) + + CRDO's ability to deliver power-efficient SerDes solutions at lower prices or with much lower power consumption compared to their competitors. + + Our connectivity solutions are optimized for optical and electrical Ethernet applications, including the 100G (or Gigabits per second), 200G, 400G, 800G and emerging 1.6T (or Terabits per second) markets. Our products are based on our Serializer/Deserializer (SerDes) and Digital Signal Processor (DSP) technologies. Our product families include integrated circuits (ICs), Active Electrical Cables (AECs) and SerDes Chiplets. Our intellectual property (IP) solutions consist primarily of SerDes IP licensing. + + + The multibillion-dollar **data infrastructure market** that we serve is driven largely by hyperscale data centers (hyperscalers), as well as general compute, AI/ML infrastructure, multi-service operators (MSOs), and mobile network operators (MNOs). + +our proprietary SerDes and DSP technologies + +We are engaged with all of the major hyperscalers, and our customer base includes over 20 blue chip clients, including more than 10 original equipment manufacturers (OEMs) and original design manufacturers (ODMs), over 10 optical module manufacturers and other leading enterprises. + + diff --git a/Finance/Tickers/CSV.md b/Finance/Tickers/CSV.md new file mode 100644 index 0000000..90c24d0 --- /dev/null +++ b/Finance/Tickers/CSV.md @@ -0,0 +1,10 @@ +# Ticker NYSE:CSV +# Carriage Services, Inc + +Provide funerals and cemetery services + +We operate in two business segments: Funeral Home Operations, which currently accounts for approximately 70% of our total revenue, and Cemetery Operations, which currently accounts for approximately 30% of our total revenue. + + At December 31, 2023, we operated 171 funeral homes in 26 states and 32 cemeteries in 11 states. + + diff --git a/Finance/Tickers/CSX.md b/Finance/Tickers/CSX.md new file mode 100644 index 0000000..69f56ea --- /dev/null +++ b/Finance/Tickers/CSX.md @@ -0,0 +1,6 @@ +# Ticker NASDAQ:CSX +## CSX Corp + + provides rail-based freight transportation services including traditional rail service, the transport of intermodal containers and trailers, as well as other transportation services such as rail-to-truck transfers and bulk commodity operations. + + diff --git a/Finance/Tickers/ELF.md b/Finance/Tickers/ELF.md new file mode 100644 index 0000000..bd625e3 --- /dev/null +++ b/Finance/Tickers/ELF.md @@ -0,0 +1,9 @@ +# Ticker: NYSE:ELF +# Elf Beauty Inc + +Sells Cosmetics & skincare products + +Our family of brands includes e.l.f. Cosmetics, e.l.f. SKIN, Naturium, Well People and Keys Soulcare. +our retail customers such as Target, Walmart, Ulta Beauty and other leading retailers + + diff --git a/Finance/Tickers/GRPN.md b/Finance/Tickers/GRPN.md new file mode 100644 index 0000000..3e2da54 --- /dev/null +++ b/Finance/Tickers/GRPN.md @@ -0,0 +1,8 @@ +# Ticker NASDAQ:GRPN +# Groupon, INC. + +Global two-sided marketplace that connects consumers to merchants + +Revenue is earned through transactions during which we generate commissions by selling goods or services on behalf of third-party merchants. + + diff --git a/Finance/Tickers/HE.md b/Finance/Tickers/HE.md new file mode 100644 index 0000000..a0a8d2a --- /dev/null +++ b/Finance/Tickers/HE.md @@ -0,0 +1,29 @@ +## Ticker: NYSE:HE +### Hawaiien Electric + +## Qualitative Analysis +HEI is a holding company with its subsidiaries principally engaged in electric utility, banking, and non-regulated renewable/sustainable infrastructure businesses (Electric utility, Bank, and Other.) +HEI’s sources of funds are dividends or other distributions from its operating subsidiaries, borrowings, and sales of equity. + +Electric Utility: Hawaiian Electric and its operating utility subsidiaries, Hawaii Electric Light Company, Inc. (Hawaii Electric Light) and Maui Electric Company, Limited (Maui Electric) provide service to approximately 95% of Hawaii’s population - 72% of earnings + +Bank: American Savings Bank (ASB) 3rd largest in Hawaii - 28% of earnings + +Other: corporate-level operating, general and administrative expenses and the results of Pacific Current, LLC (Pacific Current) + +August 8, 2023 was Hawaii fire incident - Liability risk + +estimate damages cost - 5.5 B - https://www.facebook.com/countyofmaui/posts/pfbid02kwcpL5MaspoEpkmqR6AEmRwMevdrvgdtinPTFy5ogvHLxNHig8Hm2UCYF7XLT9xGl +estimate insurance companies exposure - 3.2 B - https://www.aol.com/news/lahaina-wildfire-insured-property-loss-095355255.html + +Economic toll of Hawaii wildfires could climb to $16 billion - https://www.marketplace.org/shows/marketplace-morning-report/the-cost-of-the-maui-fire/ +paying that would bankrupt company instantly + + +Credit rating downgrade by S&P - https://disclosure.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3041908 + +# Kpi's +advanced smart meters ? + +### RESEARCH: NYSE: PCG +similar situation, that of the 2018 Californian Camp Fire, the Pacific Gas & Electric Company was found liable, and these liabilities were part of the reasons why the company filed for bankruptcy in 2020 diff --git a/Finance/Tickers/IMVT.md b/Finance/Tickers/IMVT.md new file mode 100644 index 0000000..511df80 --- /dev/null +++ b/Finance/Tickers/IMVT.md @@ -0,0 +1,3 @@ +#Ticker: NASDAQ:IMVT +Immunovant, Inc. + diff --git a/Finance/Tickers/KDP.md b/Finance/Tickers/KDP.md new file mode 100644 index 0000000..a946cd3 --- /dev/null +++ b/Finance/Tickers/KDP.md @@ -0,0 +1,7 @@ +#Ticker NASDAQ:KDP +# Keurig Dr Pepper Inc + +Portfolio including Dr Pepper, Canada Dry, Green Mountain Coffee Roasters, Snapple, Mott's, The Original Donut Shop, Clamato, and Core Hydration, as well as the Keurig brewing system. + + + diff --git a/Finance/Tickers/KEYS.md b/Finance/Tickers/KEYS.md new file mode 100644 index 0000000..a118103 --- /dev/null +++ b/Finance/Tickers/KEYS.md @@ -0,0 +1,9 @@ +# Ticker: :KEYS +## Keysight Technologies + +Produces electronic design and test instrumentation. + + +Category: IP, Design Software, and R&D Tools. + + diff --git a/Finance/Tickers/LIN.md b/Finance/Tickers/LIN.md new file mode 100644 index 0000000..9a9e1d6 --- /dev/null +++ b/Finance/Tickers/LIN.md @@ -0,0 +1,11 @@ + +## Ticker: NASDAQ:LIN + +## Qualitative Analysis + +LINDE is the largest industrial gas company worldwide. It's primary products are: +atmospheric gases (oxygen, nitrogen, argon, and rare gases) +process gases (carbon dioxide, helium, hydrogen, electronic gases, specialty gases, and acetylene ) +also designs and builds equipment that produces industrial gases + +Linde serves a diverse group of industries including healthcare, chemicals and energy, manufacturing, metals and mining, food and beverage, and electronics. diff --git a/Finance/Tickers/LPG.md b/Finance/Tickers/LPG.md new file mode 100644 index 0000000..9507ebd --- /dev/null +++ b/Finance/Tickers/LPG.md @@ -0,0 +1,12 @@ + +#Ticker: NYSE: LPG +## Dorian LPG Ltd + +# Qualitative Analysis + +Transport LPG (Liquefied petroleum gas) since 2002 +Own and operate VLGCs (Very Large Gas Carriers) + +Our fleet currently consists of twenty-two VLGCs, including our nineteen new fuel-efficient 84,000 cbm ECO-design VLGCs, or our ECO VLGCs, one 82,000 cbm VLGC, and two time chartered-in VLGC + +The twenty VLGCs in our fleet, excluding the two time chartered-in vessels, have an aggregate carrying capacity of approximately 1.7 million cbm and an average age of 7.5 years as of May 27, 2022 diff --git a/Finance/Tickers/MCHP.md b/Finance/Tickers/MCHP.md new file mode 100644 index 0000000..25da2bc --- /dev/null +++ b/Finance/Tickers/MCHP.md @@ -0,0 +1,10 @@ +Ticker: :MCHP +Microchip Technology Inc. + +Manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits. + + + + +Category: Integrated Device Manufacturers. + diff --git a/Finance/Tickers/MPWR.md b/Finance/Tickers/MPWR.md new file mode 100644 index 0000000..dba7c10 --- /dev/null +++ b/Finance/Tickers/MPWR.md @@ -0,0 +1,10 @@ +# Ticker MPWR +## Monolithic Power Systems, Inc. + + +Designs integrated power semiconductor solutions and power delivery architectures. + + + +Category: Integrated Device Manufacturers. + diff --git a/Finance/Tickers/MTSI.md b/Finance/Tickers/MTSI.md new file mode 100644 index 0000000..0ef9cc4 --- /dev/null +++ b/Finance/Tickers/MTSI.md @@ -0,0 +1,16 @@ +# Ticker NASDAQ:MTSI +## MACOM Technology Solutions + +Develops and manufactures semiconductor products for data center, telecommunications, and industrial applications. + +Our manufacturing model consists of domestic semiconductor wafer fabrication assembly and test capabilities coupled with domestic and international external foundry and assembly and test partners + + + Certain of our facilities have achieved certification to the IATF16949 automotive standard, the AS9100D aerospace standard, the ISO9001 international quality standard, the ISO14001 environmental management standard and the ANSI/ESD S20.20:2014 standard. + + + We have been accredited by the United States Department of Defense with “Trusted Foundry” status + + + + diff --git a/Finance/Tickers/ONTO.md b/Finance/Tickers/ONTO.md new file mode 100644 index 0000000..d6280a9 --- /dev/null +++ b/Finance/Tickers/ONTO.md @@ -0,0 +1,13 @@ +# Ticker NYSE:ONTO +Onto Innovation Inc + + +Provides process control tools for semiconductor manufacturing, including inspection and metrology. + + + + + +Category: Manufacturing/Assembly Equipment and Services. + + diff --git a/Finance/Tickers/PAYX.md b/Finance/Tickers/PAYX.md new file mode 100644 index 0000000..d68d252 --- /dev/null +++ b/Finance/Tickers/PAYX.md @@ -0,0 +1,52 @@ +## Ticker: NASDAQ:PAYX +### Paychex inc. + + fiscal year that ends May 31st + +# list all competitors & make basket + +# Qualitative +Provider of human capital management (“HCM”) solutions for human resources (“HR”), payroll, benefits, and insurance + +As of May 31, 2023, we served approximately 740,000 payroll and PEO clients. - KPI ? + +The key features of our solutions are: +•Comprehensive cloud-based platform optimized to meet the HR and payroll needs of small- and medium-sized organizations; +•Streamlined workforce management that combines technology with flexible support options; +•Modern, mobile, and intuitive user experience and self-service capabilities; +•Scalable and customizable platform that allows clients the ability to add services as they grow; +•Software as a service, or “SaaS”, delivery model that reduces total cost of ownership for our clients; and +•Expertise in HR and payroll with our technology backed by over 250 compliance experts and approximately 700 HR business professionals. + +Over 50% of our revenues are gained from our services beyond payroll processing. + + +proactively aid our clients in navigating macroeconomic challenges, legislative changes, and other complexities they face + +help customers more effectively hire, engage, train, and retain top talent + +HR & compliance + +Paychex Flex® platform +Paychex Flex is our proprietary HCM SaaS platform that provides seamless workforce management +suite of solutions including recruiting, onboarding, HR, time and attendance and employee benefits. & function-focused analytics + +contract with client generally do not containt specified contract period - Client retention should be a good KPI +For fiscal 2023, client retention was in the range of 82% to 83% of our beginning client base. + +Management solutions: +-Payroll processing solutions +-Payroll tax administration solutions +-Employee payment solutions +-Regulatory compliance solutions +-HR solutions +-Retirement solutions administration +-HR administration solutions + + +We have one primary national competitor - Who ? + + +focus on smid business + + diff --git a/Finance/Tickers/PEP.md b/Finance/Tickers/PEP.md new file mode 100644 index 0000000..e603119 --- /dev/null +++ b/Finance/Tickers/PEP.md @@ -0,0 +1,24 @@ +## Ticker: NASDAQ:PEP + +## Qualitative Analysis +Global beverage and food company with a complementary portfolio of brands: +- Lay’s +- Doritos +- Cheetos +- Gatorade +- Pepsi-Cola +- Mountain Dew +- Quaker +- SodaStream + +Make, market, distribute and sell in more than 200 countries + +7 Divisions +- Frito-Lay North America (FLNA) +- Quaker Foods North America (QFNA) +- PepsiCo Beverages North America (PBNA) +- Latin America (LatAm) +- Europe +- Africa, Middle East and South Asia (AMESA) +- Asia Pacific, Australia and New Zealand and China Region (APAC) +- diff --git a/Finance/Tickers/RIG.md b/Finance/Tickers/RIG.md new file mode 100644 index 0000000..d99565c --- /dev/null +++ b/Finance/Tickers/RIG.md @@ -0,0 +1,16 @@ + +4.06$ - 7 jan 2025 + +around for more than 100yrs - experience up/down in energy space + +Revenue growth for next 12 month (2026) is at 18% +EPS growth 61% + +Now they are strugglin but likely to improve + +Fleet is fully contracted until 2027 +day rate are favorable ? + +New 111M ultra deep water contract + +Margin EBITA 28.6% accellerating still diff --git a/Finance/Tickers/SAH.md b/Finance/Tickers/SAH.md new file mode 100644 index 0000000..96914b7 --- /dev/null +++ b/Finance/Tickers/SAH.md @@ -0,0 +1,16 @@ +#Ticker: NYSE:SAH +# Sonic Automotive Inc. + +5th largest automotive retailers in the United States as mesured by total revenues + +3 reportable segments + +(1) the Franchised Dealerships Segment +(2) the EchoPark Segment +(3) the Powersports Segment + + As of December 31, 2023, we operated 108 stores in the Franchised Dealerships Segment, 25 stores in the EchoPark Segment, and 13 stores in the Powersports Segment. + + The Franchised Dealerships Segment consists of 134 new vehicle franchises (representing 28 different brands of cars and light trucks) and 16 collision repair centers in 18 states. The EchoPark Segment operates in 11 states and the Powersports Segment operates in two states. + + diff --git a/Finance/Tickers/SLAB.md b/Finance/Tickers/SLAB.md new file mode 100644 index 0000000..fddb649 --- /dev/null +++ b/Finance/Tickers/SLAB.md @@ -0,0 +1,11 @@ +#Ticker: NASDAQ:SLAB + +Silicon Laboratories Inc. + + +Designs and markets a range of silicon, software, and solutions for the Internet of Things, internet infrastructure, industrial automation, consumer, and automotive markets. + + + +Category: Fabless Chip Designers. + diff --git a/Finance/Tickers/SNPS.md b/Finance/Tickers/SNPS.md new file mode 100644 index 0000000..98917e6 --- /dev/null +++ b/Finance/Tickers/SNPS.md @@ -0,0 +1,8 @@ +# Ticker: NASDAQ:SNPS +Synopsys, Inc. + +Provides electronic design automation software that engineers use to design and test integrated circuits. + + +Category: IP, Design Software, and R&D Tools. + diff --git a/Finance/Tickers/SWKS.md b/Finance/Tickers/SWKS.md new file mode 100644 index 0000000..3a93be9 --- /dev/null +++ b/Finance/Tickers/SWKS.md @@ -0,0 +1,8 @@ +Ticker: NASDAQ:SWKS +Skyworks Solutions, Inc. + +Produces semiconductor products for use in radio frequency and mobile communications systems. + + +Category: Integrated Device Manufacturers. + diff --git a/Finance/Tickers/SYNA.md b/Finance/Tickers/SYNA.md new file mode 100644 index 0000000..cdfff22 --- /dev/null +++ b/Finance/Tickers/SYNA.md @@ -0,0 +1,8 @@ + #Ticker NASDAQ:SYNA + Synaptics Incorporated + + + Develops human interface solutions including touch, display, and biometrics products for a range of electronic devices. + + Category: Fabless Chip Designers. + diff --git a/Finance/Tickers/TRAK.md b/Finance/Tickers/TRAK.md new file mode 100644 index 0000000..4e4e673 --- /dev/null +++ b/Finance/Tickers/TRAK.md @@ -0,0 +1,54 @@ + +## Ticker: NYSE:TRAK ( Formely Park City Group ) + +## Qualitative Analysis + +Repositrak is a SaaS provider that facilitate compliance with FSMA. It collect and sorts all vendor compliance documents related to food safety, regulatory compliance, insurance ect... It partners with retailers, wholesalers, and product suppliers to help them source, vet, and transact with their suppliers in order to accelerate sales, control risks, and improve supply chain efficiencies, and source hard-to-get-things. + +services for multi-store retail chains, wholesalers and distributors, and their suppliers. + +It is the world's largest food traceability and regulatory compliance network + +Repositrak is the industry standard & largest platform of its kind + +The Company’s services are grouped in three application suites: +(i) ReposiTrak MarketPlace (“MarketPlace”), encompassing the Company’s supplier discovery and B2B e-commerce solutions, which helps the Company’s customers find new suppliers; +(ii) ReposiTrak Compliance and Food Safety (“Compliance and Food Safety”) solutions, which help the Company’s customers vet suppliers to mitigate the risk of doing business with these suppliers; +(iii) ReposiTrak’s Supply Chain (“Supply Chain”) solutions, which help the Company’s customers to more efficiently manage their various transactions with their suppliers. + +Main customers U.S. consumer retail sector for food + +## Catalyst: FSMA enforcement on January 20, 2026. + +What is the Food Safety Modernization Act: + +Aim to prevent foodborne illnesses by giving the FDA new authority to regulate the way foods are grown, harvested and processed. The law grants the FDA a number of new powers, including mandatory recall authority. + +Considered the first major piece of federal legislation addressing food safety since 1938. + +What documents are required ?: all records relating to the manufacture, processing, packing, distribution, receipt, holding, or importation + + goals to enhance traceability, improve predictive analytics, respond more rapidly to outbreaks, address new business models, reduce contamination of food, and foster the development of stronger food safety cultures. + +one particular section of the Food Safety Modernization Act (“FSMA”), Section 204(d) which has to deal with traceability, was left incomplete when the regulation was enacted in 2011 +FDA been working to define exactly what traceability means and what is required to comply with that section of the law. + +As part of the 2020 “New Era” announcement, FDA published the Food Traceability List or (“FTL”). FDA used a “risk assessment model” to identify 16 of the highest-risk categories to start with. There is not a single grocery retailer who does not sell these items. These 16 categories represent thousands of individual items and FDA has made it clear in its communications the categories on the FTL are only the beginning. FDA states that they would “encourage the voluntary adoption of these practices industry-wide,” which means more categories are expected to be added over time. + +For traceability, FDA requires the capture, creation and sharing of specific key data elements (“KDE”) at each designated Critical Tracking Event (“CTE”) for every item and every shipment. FDA also requires the data be stored for two years and be retrievable and presented to them within 24 hours upon request. FSMA 204 is ultimately about recording all movement of inventories through the supply chain. The result is an enormous amount of data to manage. At the root, it is a supply chain data management issue, which is ReposiTrak’s core expertise. That’s why we’ve made it our goal to develop a traceability solution that’s easy, inexpensive and exceeds FDA’s requirements with the guidance of industry thought leaders gathered in the Food Traceability Leadership Consortium. As the largest connected network of food suppliers, wholesalers and retailers in the world, the ReposiTrak Traceability Network® is well positioned to provide end-to-end traceability to provide a safer food supply chain, tighten control on food waste and implement a food recall response that saves lives and money. + +## KPI's + +How many customers ? + +As of June 30, 2023, the Company employed a total of 69 employees. + + +the renewal rates of subscriptions + + +## OTher TBC + +Can be compared ? with UNH & obamacare/ACA introduced on march 23, 2010 + +Management with industry experience: company funded to remedy a problem with their food company diff --git a/Finance/Tickers/TSEM.md b/Finance/Tickers/TSEM.md new file mode 100644 index 0000000..c9df72e --- /dev/null +++ b/Finance/Tickers/TSEM.md @@ -0,0 +1,8 @@ +# Ticker NASDAQ:TSEM +## Tower Semiconductor + +Operates semiconductor foundries, manufacturing integrated circuits with geometries ranging from 1.0 to 0.13 micron. + + + + diff --git a/Finance/Tickers/WOLF.md b/Finance/Tickers/WOLF.md new file mode 100644 index 0000000..2ca3af6 --- /dev/null +++ b/Finance/Tickers/WOLF.md @@ -0,0 +1,9 @@ +# Ticker: NYSE:WOLF +## Wolfspeed Inc + +Specializes in silicon carbide and gallium nitride materials and devices. + +our products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. + + + diff --git a/Finance/Tickers/index.md b/Finance/Tickers/index.md new file mode 100644 index 0000000..d97736c --- /dev/null +++ b/Finance/Tickers/index.md @@ -0,0 +1,136 @@ +[[ABR]] + +[[ACMR]] + +[[ADI]] + +[[AEIS]] + +[[AEHR]] + +[[ANET]] + +[[ANSS]] + +[[AMBA]] + +[[AMRK]] + +[[APD]] + +[[ASTS]] + +[[AXTI]] + +[[BRKR]] + +[[CEVA]] + +[[CHTR]] + +[[CRDO]] + +[[CSV]] + +[[CSX]] + +[[DKNG]] + +[[DOCU]] + +[[ELF]] + +[[GRPN]] + +[[HE]] + +[[KEYS]] + +[[KDP]] + +[[LPG]] + +[[LIN]] + +[[MCHP]] + +[[MPWR]] + +[[MTSI]] + +[[ONTO]] + +[[PAYX]] + +[[PEP]] + +[[RIG]] + +[[SAH]] + +[[SLAB]] + +[[SWKS]] + +[[SYNA]] + +[[SNPS]] + +[[TRAK]] + +[[TSEM]] + +[[WOLF]] + + +# Russia +0486.hk - rusal +SBER.ME - sberbank +EPAM - US BASED - BELARUS FOUNDER +BGEO.l - Bank georgia + + +# rate cut play - why ? +BLND +RKT + +Prepare short MSTR / BTC setup + +DMRC +- High short interest +- working witht he big boys on digital watermark +- might come in before election ? catalyst + +Regarding TIN, I’ve mentioned the only 2 ways to invest is Alphamin and MLX in Australia + + +PVH - owns both calvin klein & tommy hilfinger +Kering - owns Gucci + +vitalfarms +Each box contains info about, and the webcam! address of the specific farm that sources the eggs. +That's a warm and fuzzy empathy button click for female consumers. + + +Compiling UAS/UAV names +$avav $rtx $lilm $evtl $amba $achr $ktos $joby $noc $cgy $keyw $lhx $gd $hon $lmt $tdy $tdg $rtx $txt $eh $pruia $parro $drshf $rcat $dpro $leg $blde $swks $jbl $irdm $kmtuy +drone - RCAT + +precious metals list + +Gold +$GDX $GDXJ $NEM $GOLD $EGO $EQX $KGC $IAG $HMY + +Silver +$SIL $SILJ $AEM $PAAS + +# short research + +- muddy water eurofins +- wolfpack max +- hunterbrook hims +- viceroy GL +- black mamba amph +- sprucepointcapital FND +- culper research IREN +- DF Research WSC diff --git a/Finance/index.md b/Finance/index.md index e5b402a..51ff1cc 100644 --- a/Finance/index.md +++ b/Finance/index.md @@ -3,6 +3,9 @@ [Research](/Research/index.md) + +[Tickers](/Tickers/index.md) + [[Current]] -- cgit v1.2.3