Beyond Meat experienced rapid revenue growth in recent years but is now hitting a soft spot in the marketplace with conditions worsening.
Beyond Meat is beyond profitability
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Ross Stores is earning less
Ross trades at an extreme valuation in relation to its mature growth prospects while the current macro environment is decidedly negative for Ross.
Flex is ready to flex its muscles
Flex is the manufacturer and critical supply chain partner to many of today’s leading brands. The current valuation does not reflect this reality.
NVIDIA is at the top of its game
NVIDIA’s extraordinary valuation reflects its leadership while pricing in much of the foreseeable future leaving little on the table.
Datadog is in the doghouse
Datadog became a highflyer in 2020. The extreme valuation creates extraordinary risk while the growth rate is set to decline.
AngloGold Ashanti is going for the gold
AngloGold Ashanti is nearing the end of a transition phase, laying the foundation for a higher quality gold investment with growth potential.
Estee Lauder is priced for perfection
Estee Lauder is the premier global beauty company; at the current extreme valuation, its stock fully reflects this fact.
Intel offers intel on expectations
Intel recently announced an ambitious growth plan and a recommitment to its integrated device manufacturing (IDM) business model.
Snap valuation coming into focus
Snap delivered 66% revenue growth in Q1 and projects the trend to continue, as such, the investment case revolves around valuation.
The Trade Desk is a trade
The Trade Desk is trading at an extreme valuation which is pricing in much of the foreseeable future leaving little on the table for new investors.