We think that an argument can be made that, at this point, MGNI stock is the best overall position it has been in in a while. First, the business is on a solid footing with…

We think the combination of recent industry news, ROKU’s latest quarterly report, and the projections ROKU’s management provided to FOXA (disclosed in the S-4) warrants an update on the longer-term outlook for the business. Overall,…

In this note, we argue that the U stock will not remain in the low $40 range for a long time. We believe that the story has evolved to a degree where incremental buyers should…

We think LFTO shares are likely to remain range-bound for some time, for two reasons. First, the optics of the company’s first guidance as a public company were not ideal. Second, APP’s Q2 results and…