Why Has Sea Limited (SE) Dropped 10% This Month?
Ken Reeves November 18, 2021
If you’re active on Fintwit, you have undoubtedly heard Sea Ltd. (SE) talked about on many threads. If you’re not active on Twitter, you may not know much about this
Free Research.
Cano Health: A Bet on Value-Based Primary Care
Ken Reeves November 16, 2021
On yesterday’s ROIC-only stream, a member called in to take another look at Cano Health (CANO). Cano Health went public in June after merging with Barry Sternlicht’s SPAC. Justin gave
ROIC Dive: Is Palantir a Long-Term Buy?
Ken Reeves September 30, 2021
Palantir (PLTR) stock is only up ~5% YTD, but it has been a popular name among investors since going public via a direct listing in October of last year. As
Cybersecurity Stocks to Watch
Ken Reeves September 15, 2021
In our July 14 edition of Morning Cents, we put together a quick primer on cybersecurity stocks. Today, we are taking a deeper dive and adding a few companies to