Applied Materials: Thesis Played Out As Expected, Valuation Looks A Bit Punchy Now

Applied Materials' long-term strengths include robust revenue, EPS, and free cash flow growth. Read why AMAT stock is ...

Petrobras: Underlying Quality Of Asset Base Remains Undeniable

Petrobras’ low-cost pre-salt assets and strategic focus drive long-term value. Read LRT Capital Management’s latest thesis on ...