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DICK'S omnichannel strategy and high-experience store formats are creating a sustainable margin flywheel, fueling above-consensus earnings growth and re-rating potential.
We came across a bullish thesis on Danaher Corporation (DHR) on FluentInQuality’s Substack. In this article, we will ...
Detailed price information for Atha Energy Corp. (SASK-X) from The Globe and Mail including charting and trades.
Challenges in Refining Margins Valero's primary challenge lies in the structural weakening of its core refining operations, as illustrated in the chart below. Refining margins, representing the profit ...
We came across a bullish thesis on AppLovin Corporation on Elliot’s Musings’ Substack by Elliot. In this article, we will summarize the bull’s thesis on APP. AppLovin Corporation’s share ...
As one of the largest and most efficient refiners in the U.S., Valero Energy could benefit substantially from the recent recovery in 3-2-1 crack spreads if these levels remain stable, further ...
Investment Thesis Willdan Group Inc. (WLDN) is a turnaround story. Its strategic shift to a national, integrated service model has begun to pay off, with post-2022 revenue driven by organic growth ...