Priya Menon
Industrials & Aerospace Analyst
Articles 727
Expanding Retail Access to Alternative Investments Through Feeder Funds
How Master-Feeder Structures Facilitate Individual Participation in Private Equity and Credit Markets
Historically limited to institutional and high-net-worth investors due to high entry thresholds, alternative investments like private equity and priva...
Age 62 Remains the Leading Social Security Claiming Age After 40 Years
Despite evolving retirement dynamics, early claiming at 62 continues to attract the largest share of beneficiaries
For four decades, age 62 has been the most frequent choice among Americans for initiating Social Security benefits. Although its dominance has lessene...
Cenovus: Buy the Integration, Not Just the Deal - MEG Execution Will Drive Outperformance
The MEG Energy close is priced in; converting reserves to reliable free cash flow is the next leg for CVE.
Cenovus (CVE) recently closed the MEG Energy acquisition (11/13/2025). The trade is a tactical long: buy the stock on near-term weakness with a tight ...
UN Awaits Clarity on US Payment Plans as Financial Strains Loom
UN headquarters closely monitors US arrears amidst warnings of operational risks
The United Nations is currently awaiting detailed information from the United States regarding the amount and timing of payments intended to address i...
Super Bowl Halftime Duel: Bad Bunny's Cultural Statement vs. Kid Rock's Conservative Showcase
Examining the impact and viewership of two contrasting halftime performances during a polarized era in American society
In a year marked by social and political division, the Super Bowl halftime featured two competing performances that captured national attention. Bad B...
Amkor Technology Posts Robust Q4 Earnings Surpassing Expectations
Strong revenue growth driven by advanced packaging and computing sectors highlights a pivotal 2025 for Amkor Technology
Amkor Technology, Inc. delivered a solid financial performance in the fourth quarter, exceeding earnings and revenue estimates. The company reported e...
SoFi Looks Cheap If You Focus on Cash, Profitability and the Balance Sheet
Profitable, asset-rich and underpriced by sentiment - a tactical long with defined risk parameters.
SoFi has moved from a high-growth loser to a genuinely profitable fintech with a large liquid asset base and improving earnings. Using recent 2025 res...
Buy the Pullback in Merck — Strong Cash Flow and a Reasonable Multiple After the Spike
Q3 strength, cash conversion and a sub-13x implied P/E argue the recent move doesn't make MRK expensive — actionable long setup with tight risk control.
Merck's recent move looks dramatic on the chart but not on the economics. Q3 2025 showed revenue of $17.28B, operating cash flow of $7.822B and quarte...
Iranian Reformist Leaders Detained Amid Allegations of Foreign Collusion
Authorities Arrest Key Figures Accused of Undermining National Stability During Sensitive Security Period
Iranian officials have detained four influential reformist politicians on charges alleging efforts to destabilize the nation, citing connections with ...
CrowdStrike: Strong Cash, Improving Margins — The Pullback Looks Overdone, Upgrade to Buy
Q3 cash flow and sequential margin improvement make the recent 25-30% sell-off a buying opportunity — actionable entry, stop and targets included.
CrowdStrike posted another quarter of healthy revenue growth (Q3 revenue $1.234B) with robust operating cash flow ($397.5M) and a clear progression to...