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Research

VIDEO – Technology Strategy: When do We Toggle from AI Semis to Industrials’ Semis?

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Adam S. Parker, Ph.D. February 12, 2024

Level Set – Our Top Investment Ideas

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Adam S. Parker, Ph.D. February 11, 2024

Technology Strategy – When Do We Toggle from AI Semis to Industrials Semis?

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Adam S. Parker, Ph.D. February 9, 2024

Mergers of Equals – And Reasons Many Fail

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

In Case You Missed It – Monthly Digest: January 2024

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

Level Set – 35 Billion Reasons to Care About Earnings

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Adam S. Parker, Ph.D. February 4, 2024

Monthly Digest – January 2024

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

Level Set – The US Election Playbook: Is Asking Even Relevant?

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Adam S. Parker, Ph.D. January 28, 2024

VIDEO – How to Combine Growth and Value to Win

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Adam S. Parker, Ph.D. January 26, 2024

Where is the Available Alpha in Consumer Stocks?

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Adam S. Parker, Ph.D. January 26, 2024
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