Saturday, January 24, 2026

Tag: investment thesis

IES Holdings, Inc. (IESC): A Bull Case Theory

We came across a bullish thesis on IES Holdings, Inc. on r/Valueinvesting by Technical-Sand-6419. In this article, we...

Eastman Chemical Company (EMN): A Bull Case Theory

We came across a bullish thesis on Eastman Chemical Company on r/valueinvesting by Important-Bother-702. In this article,...

Why this analyst is ‘certain’ productivity gains drive AI spending

00:00 Speaker A You think AI CAPEX ramps...