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Introduction: Why Industry Cycles Matter to Investors Understanding industry cycles is of paramount importance for…

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Why Valuation Signals Matter Understanding valuation signals in the US equity market is a key…

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Why Cash Usage Matters to Investors The manner in which a company utilizes its cash…

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Introduction: Profitability and Competitive Strength For long-term investors, understanding how profitability reflects competitive strength in…

Independent US Equity Research & Investment Advisory