Moncler vs. Canada Goose:  The match of luxury down jackets

Moncler vs. Canada Goose: The match of luxury down jackets

Listed on the stock exchange, the two brands are trading at comparable valuations. Their economic performance, however, differs markedly.
Our Logo March 27, 2024 at 10:47 am EDT
Behind the numbers:  $7.8 billion, the value of Truth Social

Behind the numbers: $7.8 billion, the value of Truth Social

DJT is the company that hosts TMTG, the parent company of Truth Social. The network founded by Donald Trump reached 7.8 billion dollars at the end of its first day on the stock market. Let's run...
Our Logo March 27, 2024 at 07:09 am EDT
Enbridge Inc :  Irreplaceable infrastructure

Enbridge Inc : Irreplaceable infrastructure

The pipeline group concludes a particularly intense ten-year investment cycle with good news.
Our Logo March 26, 2024 at 12:45 pm EDT
How to learn from your mistakes with François Rochon

How to learn from your mistakes with François Rochon

François Rochon has celebrated 30 years as a portfolio manager. This is an opportunity for us to take stock of his performance, review his investment philosophy and understand the lessons he passes...
Our Logo March 26, 2024 at 11:11 am EDT
Lemonade, Inc:  180-degree pivot

Lemonade, Inc: 180-degree pivot

The start-up that set out to revolutionize the insurance industry has come up against the harsh realities of an ultra-competitive sector.
Our Logo March 26, 2024 at 06:30 am EDT
Moderna, Inc. prepares for the post-Covid era

Moderna, Inc. prepares for the post-Covid era

Does the management team of the messenger RNA pioneer really believe in the future of biotech?
Our Logo March 25, 2024 at 10:24 am EDT
Owens Corning :  A champion of Roofing & Insulation

Owens Corning : A champion of Roofing & Insulation

Founded in 1938 and based in Ohio, Owens Corning is today a global building and construction materials leader with operations in 31 countries, and approximately 19,000 employees. The company develops,...
Our Logo March 20, 2024 at 08:28 pm EDT
A lost decade for Reckitt Benckiser

A lost decade for Reckitt Benckiser

By losing 15% in a single session last Friday, Reckitt Benckiser was back where it was 10 years ago. Shares lost ground in each of the last three years. The coupons mitigate shareholder disappointment...
Our Logo March 20, 2024 at 10:18 am EDT
Behind the numbers - €100 million, the looming bonus for Ryanair's CEO Michael O'Leary

Behind the numbers - €100 million, the looming bonus for Ryanair's CEO Michael O'Leary

At least €100 million, that's the bonus Ryanair CEO Michael O'Leary is set to receive through stock options, if the airline achieves its targets this year. The not-to-be-missed story behind...
Our Logo March 20, 2024 at 07:08 am EDT
Kering:  A factual retrospective

Kering: A factual retrospective

No doubt CEO François-Henri Pinault would have wished for something more than a profit warning to celebrate his 20th anniversary as the head of the family holding company Artémis.
Our Logo March 20, 2024 at 06:29 am EDT
Nvidia launches an AI woodstock

Nvidia launches an AI woodstock

On the week's agenda, amidst central bank decisions, investors have pinpointed an event that, before the artificial intelligence boom, would have federated only a microcosm. The Nvidia GTC conference,...
Our Logo March 18, 2024 at 09:41 am EDT
Deliveroo takes a new stance

Deliveroo takes a new stance

Deliveroo lacks the financial capacity of Uber Eats, whose development is subsidized by profits from the American group's cab business.
Our Logo March 18, 2024 at 05:59 am EDT
Pool Corporation:  Quality comes at a high price

Pool Corporation: Quality comes at a high price

Pool is the largest listed company in the pool industry. Its exceptional track record since its IPO nearly 30 years ago is worthy of our attention here.
Our Logo March 15, 2024 at 06:22 am EDT
Smartsheet Inc. :  Making work easier

Smartsheet Inc. : Making work easier

Founded in 2005 with the idea of building software platform for managing work that doesn’t require coding capabilities, Smartsheet is today one of the leading companies in the Collaborative Work...
Our Logo March 15, 2024 at 12:24 am EDT
Zalando SE:  Exuberant promises

Zalando SE: Exuberant promises

Yesterday, the European specialist in online ready-to-wear published financial results that were well received by the market.
Our Logo March 14, 2024 at 12:51 pm EDT
Behind the numbers - $98 billion - the dividends paid by Aramco in 2023

Behind the numbers - $98 billion - the dividends paid by Aramco in 2023

$97.8 billion, that's the amount of dividends paid by Saudi company Aramco to its shareholders for the 2023 financial year. This represents an increase of over 30% for the oil company, even though its...
Our Logo March 13, 2024 at 05:00 am EDT
Boeing's strong headwinds

Boeing's strong headwinds

The two 737MAX crashes in 2018 and 2019, followed by the group's tendentious behavior - uncooperative with investigators, leading to the opening of a criminal investigation by the US Department of...
Our Logo March 12, 2024 at 12:04 pm EDT
Clear Secure, Inc. :  Quick ID verification

Clear Secure, Inc. : Quick ID verification

Clear Secure offer’s biometric identity verification services, primarily aimed at simplifying the airport security process. With CLEAR, users can swiftly verify their identity using eye scans or...
Our Logo March 12, 2024 at 01:01 am EDT
Idexx Laboratories:  Superior growth prospects

Idexx Laboratories: Superior growth prospects

Don't be fooled by the puppies and kittens in the illustration, IDEXX Laboratories means serious business. It deployed a formidable model. A specialist in animal health, the company charms investors...
Our Logo March 11, 2024 at 01:18 pm EDT
China Vanke under scrutiny

China Vanke under scrutiny

China has urged state-owned banks to step up their financial support for property developer China Vanke and invited creditors to consider extending private debt maturities. According to those in the...
Our Logo March 11, 2024 at 10:26 am EDT