Priya Menon
Industrials & Aerospace Analyst
Articles 727
Global Reactions to President Trump's Expanding Board of Peace
Divergent Responses from Nations as the U.S. Seeks to Broaden Conflict Mediation Efforts
President Donald Trump has initiated the formation of a Board of Peace initially focused on overseeing the Gaza ceasefire plan. While several countrie...
UK and China to Renew Strategic Business Engagement Amid Shifting Global Trade Dynamics
Prime Minister Keir Starmer's Trip to Beijing Marks Revival of UK-China CEO Council as Bilateral Economic Ties Enter a New Phase
The United Kingdom is preparing to reestablish a significant business forum with China, known as the UK-China CEO Council, reflecting efforts to rejuv...
Booking Holdings: Stop Quietly Googling Vacations - Buy This Now
Strong cash generation, shareholder returns, and an attractive implied P/E make BKNG a tactical buy into the travel rebound.
Booking Holdings (BKNG) is a cash-generative OTA with a lean asset base, recurring transaction fees and an aggressive capital-return profile. Recent q...
Market Sentiment Turns Negative as Netflix and Several Biopharma Stocks See Pre-Market Declines
Investors React to Mixed Earnings and Large Equity Offerings Ahead of Market Open
U.S. stock futures showed a mixed range of movements early Wednesday, with notable declines in key tech and biopharmaceutical shares. Netflix shares r...
Warren Buffett's Enduring Investment Criterion for Selecting Stocks in 2026
Applying the Oracle of Omaha’s principle of understanding businesses before buying shares
Warren Buffett recently stepped down as CEO of Berkshire Hathaway, leaving behind a prolific investment legacy characterized by a disciplined approach...
Investor Dan Niles Highlights Key Turnaround and Tech Stocks for 2026 Amid Market Volatility
Amid Expectations of a Turbulent Market, Niles Identifies Apple, Cisco, Boeing, and Others as Prime Opportunities
Veteran investor Dan Niles projects a bifurcated 2026 market environment characterized by initial liquidity-driven gains followed by significant volat...
NRGV: Buy the Growth Narrative — A Controlled Long with Strong Cash Inflection and Optionality
Operational improvement, a string of project wins and fresh financing set the stage for upside; trade with a clear stop and staged targets.
Energy Vault (NRGV) has moved from a cash-burning pilot-era story toward recurring project revenues and improving operating cash flow. Recent quarters...
LendingTree (TREE) - Ride the Insurance Tailwind; Tactical Long with Defined Stops
Revenue acceleration and improving cash generation point to an earnings recovery; insurance segment momentum a likely near-term driver
LendingTree reported accelerating top-line and improving operating leverage through 2025, with Q3 revenue jumping to $307.8M and operating income risi...
Accenture: A Tactical Long with AI Catalysts — Buy the Pullback
Strong cash flow, accelerating AI bookings, and shareholder returns make ACN a compelling buy near current levels
Accenture is trading well off its highs despite continued revenue growth, strong margins, and heavy capital returns. With enterprise AI demand turning...
Why The Trade Desk's Growth Is Not Dead: A Risk-Weighted Long Trade
Market priced for decline; fundamentals and cash dynamics suggest a higher-probability recovery trade.
TTD has been punished in 2025, but revenue, margins, cash flow and active capital returns show a business still converting growth into cash. At ~34.35...