I am neutral on Broadcom (AVGO) as its strong competitive positioning and strong growth and profitability momentum are largely offset by its valuation multiples, which currently trade at a premium to ...

Kevin Leo is the Principal Partner of Acceleventi and is a renowned Innovation, Strategy and Positioning Speaker and Venture Investor. In the highly competitive environment of modern business, many ...

Regulatory agencies are driving companies in the US and the EU to make commitments to comply with Environmental, Social, and Governance (ESG) criteria for corporate behavior and financial performance.

LONDON--(BUSINESS WIRE)--A well-known market intelligence company, Infiniti Research, has announced the completion of its latest article on competitive positioning in the telecom industry. Currently, ...

Truist believes Nvidia’s (NVDA) licensing agreement with Groq is intended to “fortify” its competitive positioning in ...

Consumers are bombarded with unending streams of information on millions of products from thousands of companies. Positioning is a strategy to get your company and products noticed; it actually refers ...

I am neutral on Apple (AAPL) as the company’s strong competitive position in its industry, robust profitability, and general support from Wall Street analysts is offset by its fairly high valuation ...

Viking Holdings operates a growing fleet of cruise ships, carving a niche in cultural experiences for relatively affluent customers. The carved niche has created healthy and growing earnings. Viking ...

Magnite's Q2 results were disappointing, with soft CTV growth and non-cash expenses weighing on margins. Despite a stabilization in digital advertising, SSPs are struggling due to revenue mix shift ...