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Why Scenario Thinking Matters in Equity Research Scenario thinking is a strategic planning method that…

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Why a Falling Take Rate Matters to Investors When investing in platform-based companies, one key…

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Introduction Investors often use financial reports as a compass to navigate the sea of investment…

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Why “Normalization” Matters to Investors When management mentions “normalization”, it often refers to the progression…

Independent US Equity Research & Investment Advisory