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Ryosuke Ellis

122 posts

Ryosuke Ellis

Apple: You Should Not Be Paying For The Company's Shortcomings

Air Canada: It Is Time To Return To The Skies

Central Garden & Pet Company: Generating Consistent And Sustainable FCF Across Different Economic Cycles

Ryanair: Undervalued Despite Short-Term Revenue And Margin Pressures

Mattel: Cost Savings Program Likely To Provide Further Value To Shareholders

Taiwan Semiconductor: Unique Arbitrage Opportunity To Capitalize On

Starbucks: Shift In Consumer Behaviors And A More Challenging Operating Environment In China

Boeing: It is Time To Soar Again

Nvidia: Valuation Remains Justified Despite Margin Normalization and Revenue Decay From China

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