Priya Menon

Priya Menon

Industrials & Aerospace Analyst

Industrials analyst specializing in aerospace, defense, and machinery. Background in operations and supply chain, including multi-tier vendor risk and backlog conversion. Tracks production rates, mix, and working-capital dynamics to translate “story” into cash flow reality.

Articles 727

Expanding Retail Access to Alternative Investments Through Feeder Funds
Feb 10, 2026 Business News

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
Feb 10, 2026 Business News

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...

Feb 9, 2026 Trade Ideas

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 ...

Trade Idea Long
UN Awaits Clarity on US Payment Plans as Financial Strains Loom
Feb 9, 2026 News & Politics

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
Feb 9, 2026 News & Politics

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...

Feb 9, 2026 Finance

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...

Feb 9, 2026 Trade Ideas

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...

Trade Idea Long
Feb 9, 2026 Trade Ideas

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...

Trade Idea Long
Iranian Reformist Leaders Detained Amid Allegations of Foreign Collusion
Feb 9, 2026 Business News

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 ...

Feb 9, 2026 Trade Ideas

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...

Trade Idea Long