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Thesis Energy Drinks are one of the fastest-growing segments of the food and beverage industry…
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Thesis Nomad Foods Limited (NYSE:NOMD) is a European market leader in Frozen foods, underpinned by…
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Block, Inc. (NYSE:SQ) stock has outperformed the S&P 500 (SPX) since I upgraded SQ in…
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In spring of 2021, I called Mettler-Toledo International Inc. (NYSE:MTD) a quality, but expensive, name.…
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Investment Overview One is based in San Diego, the other in Menlo Park, Calif. One…
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Shares of Ingredion Incorporated (NYSE:INGR) have recently seen momentum, having regained triple-digit territory again, as…
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Wells Fargo (NYSE:WFC) is not one of my favorite banks in the U.S. due to…
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