
Team di investitori esperti (+15 anni) offre analisi fondamentali e di bilancio su aziende quotate. Contestualizziamo momentum e crescita con macroeconomia e trend di mercato.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 66 | Founded | a year ago | Last Issue | 4 days ago |
| Active | Language | ||||

In questa nuova pubblicazione di Equity Analysis, scomponiamo il vantaggio competitivo di Curtiss-Wright. Operando come fornitore di componenti mission-critical a monte dei grandi prime contractor, l'azienda beneficia di switching cost ecce...
L’economia statunitense rallenta senza entrare in recessione.
L’economia statunitense rallenta senza entrare in recessione. La pausa della Federal Reserve riduce il rischio di un rialzo immediato, ma la solidità della domanda privata, il c...
Come ChampionX, Digital e deepwater stanno cambiando il profilo di Schlumberger.
Presentazione della società
Dopo la pubblicazione delle ultime trimestrali delle principali Big Tech, abbiamo deciso di fare il punto sulla situazione e capire cosa sta realmente cambiando nei loro business e, soprattutto, come stanno evolvendo gli investimenti nell’i...
Tra M&A strategiche, target da $40B e la scommessa Data Center, Qualcomm sta preparando la svolta AI. Ecco la nostra analisi fondamentale completa sul titolo.
Profilo Societario
Subscribers, engagement, traffic and sponsorship for Equity Analysis Italian.
| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
Team di investitori esperti (+15 anni) offre analisi fondamentali e di bilancio su aziende quotate. Contestualizziamo momentum e crescita con macroeconomia e trend di mercato.
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