Palantir Is Next-Gen Data Growth Story, Not A Defense Contractor

Palantir Technologies Inc. (NASDAQ: PLTR) is being mislabeled as a fancy defense contractor by the Bears, instead, it is a growth story for the next bull run that is starting to gain critical mass in selling software solutions for the data-driven world, after more than a decade of development. We are Bullish on the name; own it in our portfolio and the stock was part of the recent weekly list of top ideas. The long-term thesis boils down to few key points, the company is a leader and one of…

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Stocks On My Screen For Week Starting October 5th, 2020

Every week, our model comes up with 40 stocks, 20 positive and 20 negatives, to watch for next week’s trading. The model is based on a mix of fundamental and quantitative factors, built on our proprietary database of detailed earnings model on more than 1250 U.S. listed companies. The historical data for these earnings models is sourced from SEC filings. Performance of last week’s model portfolio for the week was, Net: 0.4% Longs: 4.7% Shorts:  -4.3% Assuming 5% is dedicated to each position, resulting in 0% net exposure and no…

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Lasa Supergenerics Is An API Manufacturer Worth Noticing

Lasa Supergenerics Limited (NSE: LASA), an India-based microcap API manufacturer focusing on the veterinary market seems ready to benefit from the global move to reduce reliance on China for the supply of APIs, which are used in the production of medicines. These favorable macro tailwinds will help put the spotlight on a company that is fast positioning itself as a supplier of choice for animal medicine manufacturers. Over the last 12-18 months, the company has overcome some of the legacy management and market issues dogging revenue growth and profitability, refined…

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