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Supplementary Review: GigaCloud Technology (GCT), December 6, 2023
Since our last review less than a week ago on December 1, GCT’s stock has climbed another 14% while the rest of the market has cooled off from its strong [...]
Monthly Recap (December 4, 2023)
This past November will surely go down as one to remember. Indeed, excluding the sharp post-election spike seen by the equity market in November 2020 (which also [...]
Supplementary Review: GigaCloud Technology (GCT), December 1, 2023
Q3 revenues rose 39.2% year-over-year to $178.2 million. This was led by product revenue from Off-platform E-commerce, which was up 58.0% to $46.3 million thanks to [...]
Supplementary Review: Mativ Inc. (MATV), December 1, 2023
MATV’s stock is currently trading about 14% higher today. This comes after the company announced this morning that it has completed the sale of its Engineered [...]
New Recommendation (November 30, 2023)
This past earnings season was a good one for shares of many firms that beat their profit expectations. But one recent earnings-announcer whose stock really [...]