Boardroom Alpha Research


Panic Time for Palantir?

The world is a scarier place, which should be good for Palantir. But, with the controversial intelligence and analytics company having just reported its lowest revenue growth ever, we take a closer look at fundamentals and governance.

Target’s Bloodbath

Target had its worst day since the Black Monday crash in 1987. With inflation proving to be a slow-moving illness, governance and execution will be key for retail stocks.

Earnings Spotlight: Sofi Technologies (SOFI)

Nope, SOFI won’t print a perfect quarter. But expect stronger hands to prevail, thanks to a still high short interest and Goldman Sachs for the pre-quarter downgrade.

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