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Research

VIDEO – Why Gross Margins and Valuations are Higher

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Adam S. Parker, Ph.D. April 16, 2024

Level Set – The Bear Case and Protecting Your NVDA Overweight

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Adam S. Parker, Ph.D. April 14, 2024

Why Gross Margins and Valuations are Higher

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Adam S. Parker, Ph.D. April 8, 2024

Level Set – The Bull Case Narrative Revisited

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Adam S. Parker, Ph.D. April 7, 2024

VIDEO — Technology Strategy: Do Buybacks Work For Technology Stocks?

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Adam S. Parker, Ph.D. April 3, 2024

VIDEO – What Really Happened in Q1

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Adam S. Parker, Ph.D. April 2, 2024

Technology Strategy: Do Buybacks Work For Technology Stocks?

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Adam S. Parker, Ph.D. April 2, 2024

GE / Vernova – Trivariate’s Spin-Off Playbook

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Adam S. Parker, Ph.D. April 1, 2024

What Really Happened in Q1

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Adam S. Parker, Ph.D. April 1, 2024

Monthly Digest – March 2024

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Adam S. Parker, Ph.D. March 30, 2024
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