CBRE looks cheap. Why I still didn’t buy it
CBRE is down a quarter in a year and beat estimates. I built a model and still didn't buy. The Q4 guidance, cash flow from property sales and the lesson of 2023.
JD.com looks like a pile of cash with a shop attached. It isn’t that simple
Under one of the JD.com articles on Seeking Alpha, a reader recently left a comment that sums up how much of the market sees the company today. JD's liquid assets…
BioMarin bought growth. You won’t find it in the guidance yet
BioMarin's second quarter sent the stock up 16% in three trading days. Revenue rose a fifth to $990 million, earnings beat expectations by a quarter, and the company raised full-year…
Zeta raised guidance for the twentieth time and nobody mentioned the quarter’s most important number
Zeta Global reported its twentieth consecutive quarter of beating its own guidance and raising it. Revenue grew 44% to $443 million, the company again reported positive net income under US…