Bull Case Theory

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Delta Air Lines, Inc. (DAL): A Bull Case Theory
Yahoo Finance· 2025-09-28 20:23
We came across a bullish thesis on Delta Air Lines, Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on DAL. Delta Air Lines, Inc.'s share was trading at $59.47 as of September 18th. DAL’s trailing and forward P/E were 8.55 and 8.11 respectively according to Yahoo Finance. Delta Air Lines (DAL) reported strong June-quarter results that exceeded expectations, highlighting the company’s operational resilience and growth potential. Revenue reached a record $15. ...
Interparfums, Inc. (IPAR): A Bull Case Theory
Yahoo Finance· 2025-09-28 20:21
We came across a bullish thesis on Interparfums, Inc. on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on IPAR. Interparfums, Inc.'s share was trading at $104.17 as of September 18th. IPAR’s trailing and forward P/E were 20.75 and 18.45 respectively according to Yahoo Finance. 15 Best Everyday Office Perfumes for Men George Rudy/Shutterstock.com Inter Parfums (IPAR) is a global creator and distributor of prestige perfumes and cosmetics, partnering with leading fashion ...
Pool Corporation (POOL): A Bull Case Theory
Yahoo Finance· 2025-09-28 20:20
We came across a bullish thesis on Pool Corp. on Andvari’s Substack's Substack by Douglas Ott. As of 20ᵗʰ September, Pool Corp.'s share was trading at $317.92. POOL's trailing and forward P/E were 29.33 and 26.43 respectively according to Yahoo Finance. Swimming Pool, Flamingo jamie-street-UnKbcMUjlIw-unsplash Pool Corp., founded in 1980 as South-Central Pool Supply, has grown from a single location to become the largest distributor of pool products in the country. The company, now generating $5.3 billi ...
Grocery Outlet Holding Corp. (GO): A Bull Case Theory
Yahoo Finance· 2025-09-28 15:38
We came across a bullish thesis on Grocery Outlet Holding Corp. on Pound the Rock Investing’s Substack. In this article, we will summarize the bulls’ thesis on GO. Grocery Outlet Holding Corp.'s share was trading at $16.71 as of September 17th. GO’s trailing and forward P/E were 222.12 and 18.15 respectively according to Yahoo Finance. Jim Cramer Discusses Target Corporation (TGT) And Turnarounds Copyright: stocking / 123RF Stock Photo Grocery Outlet (GO) is an extreme-value grocery retailer with 533 st ...
L3Harris Technologies, Inc. (LHX): A Bull Case Theory
Yahoo Finance· 2025-09-28 15:37
We came across a bullish thesis on L3Harris Technologies, Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on LHX. L3Harris Technologies, Inc.'s share was trading at $281.86 as of September 17th. LHX’s trailing and forward P/E were 31.49 and 22.83 respectively according to Yahoo Finance. Analyst Highlights Growth Catalysts for Leidos (LDOS) Everett Historical / shutterstock.com The company, with a market capitalization of approximately $52–53 billion and a ...
Fiserv, Inc. (FI): A Bull Case Theory
Yahoo Finance· 2025-09-19 17:57
公司股价与估值 - 截至9月16日公司股价为13275美元[1] - 公司历史市盈率为2220 远期市盈率为1120[1] - 自2024年10月以来股价下跌约3439%[5] 业务规模与市场地位 - 公司为全球金融科技领导者 服务超过100个国家的10000家金融机构[2] - 在美国有3000家银行使用其核心系统[2] - 在商户收单、网上银行、发卡机构处理和账户间转账等关键类别占据主导地位[2] 财务表现与增长记录 - 2025年将实现连续40年每股收益双位数增长[2] - 2025年收入目标为35亿美元 2026年预计达45亿美元[4] - 第一季度和第二季度盈利超出预期[4] Clover平台发展状况 - Clover平台被定位为小企业的完整操作系统 集成支付、软件和现金管理功能[3] - 美国市场份额低于3% 国内增值服务渗透率低于10% 国际渗透率几乎为零[3] - 平台长期价值来自商户注册、硬件销售和高利润率增值服务[3] 增长战略与扩张举措 - 扩展至酒店和医疗保健等新垂直领域[4] - 进入巴西、墨西哥和欧洲等国际市场[4] - 与ADP和Homebase建立新合作伙伴关系[4] 资本市场活动 - 以历史低估值加速股票回购 达到自由现金流的130%[4] - 若自由现金流增长持续 可能创造25倍回报[4] 市场关注点与表现 - 投资者过度关注总支付量增长而忽视更广泛的故事[2] - 尽管盈利超预期 但因Clover总支付量增长放缓股价大幅下跌23%[4] - 管理层重申指引并强调收入和增值服务增长势头[4]
International General Insurance Holdings Ltd. (IGIC): A Bull Case Theory
Yahoo Finance· 2025-09-17 17:22
We came across a bullish thesis on International General Insurance Holdings Ltd. on X.com by Fierce Beast. In this article, we will summarize the bulls’ thesis on IGIC. International General Insurance Holdings Ltd. 's share was trading at $24.15 as of September 10th. IGIC’s trailing and forward P/E were 8.66 and 7.74 respectively according to Yahoo Finance. Brown & Brown (BRO) Falls 10% to New Low on Dismal Q2 Earnings IGI Capital (IGIC) is attracting renewed investor interest following its recent dip, p ...
Enterprise Products Partners L.P. (EPD): A Bull Case Theory
Yahoo Finance· 2025-09-17 17:16
We came across a bullish thesis on Enterprise Products Partners L.P. on Valueinvestorsclub.com by rhubarb. In this article, we will summarize the bulls’ thesis on EPD. Enterprise Products Partners L.P.'s share was trading at $31.65 as of September 10th. EPD’s trailing and forward P/E were 11.85 and 10.68 respectively according to Yahoo Finance. worker, pipe, pipework, adjuster, steel, installer, heeting, valve, engineering, pump, burner, isolation, repairman, heater, steam, plumber, engineer, tube, techno ...
XPEL, Inc. (XPEL): A Bull Case Theory
Yahoo Finance· 2025-09-16 17:04
We came across a bullish thesis on XPEL, Inc. on on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on XPEL. XPEL, Inc.'s share was trading at $38.48 as of September 8th. XPEL’s forward P/E was 21.87 according to Yahoo Finance. Ford Motor Company (F)'s "Going To Get A Break," Says Jim Cramer Photo by carlos aranda on Unsplash XPEL is a global leader in protective automotive films and coatings, serving drivers, dealerships, and automotive enthusiasts worldwide. The compan ...
Topgolf Callaway Brands Corp. (MODG): A Bull Case Theory
Yahoo Finance· 2025-09-16 16:31
We came across a bullish thesis on Topgolf Callaway Brands Corp. on The Lion's Roar - Outside the Box Investments’s Substack by Dominick D'Angelo. In this article, we will summarize the bulls’ thesis on MODG. Topgolf Callaway Brands Corp.'s share was trading at $9.12 as of September 4th. MODG’s trailing and forward P/E were 98.91 and 156.25 respectively according to Yahoo Finance. Pixabay/Public Domain Callaway’s upcoming spin-off of its TopGolf Entertainment business creates a compelling investment opp ...