Thomas BeeversTruecaller ABTruecaller got off to a successful start as a public company in October 2021, with the shares rallying from the IPO price of SEK52 to a…May 22, 2024May 22, 2024
Thomas BeeversExpediaExpedia suffered another setback in Q1 24, as it reported disappointing bookings and downgraded guidance for the year. Our primary area of…May 21, 2024May 21, 2024
Thomas BeeversKLA CorpKLA Corp reported Q3 results last week, with our system detecting two new red flags on the accounting side: “Contract Costs” and “DSI”May 21, 2024May 21, 2024
Thomas BeeversAutoStoreSince going public in 2021, AutoStore has failed to live up to high expectations. While the shares still command a growth stock multiple…May 21, 2024May 21, 2024
Thomas Beeversabrdn plcabrdn published its 2023 annual report on 27th February. The shares have attracted a fair amount of short interest, which we expect is at…Mar 28, 2024Mar 28, 2024
Thomas BeeversH&R BlockH&R Block, the tax preparation company, filed its 10-Q for the second quarter last week. This quarter is normally uneventful for investors…Mar 20, 2024Mar 20, 2024
Thomas BeeversNordic SemiconductorWe previously wrote about rising inventories at Nordic Semiconductor in October last year. We argued that, in spite of the profit warning…Mar 20, 2024Mar 20, 2024
Thomas BeeversCognexDespite falling some way from its peak in the face of weaker markets, Cognex maintains a premium valuation. This is largely thanks to the…Nov 17, 2023Nov 17, 2023
Thomas BeeversWizz AirWizz Air disappointed the market last week with a Net Income figure of £342m, about 25% lower than Bloomberg consensus. This was primarily…Nov 17, 2023Nov 17, 2023
