Industry Dive

Head-to-Head: ST Microelectronics vs. Infineon

Which silicon carbide company still looks best?

Sep 12, 2024 •

Head-to-Head (-to-Head): Deere vs. AGCO vs. CNH Industries

Which agriculture giant looks best?

Sep 7, 2024 •

Deep Dive: Cu later?

Breaking down copper producers by asset and future demand

Aug 22, 2024 •

Head-to-Head: Ford Model e vs. Tesla

Is Ford's EV segment really that far behind?

Jul 7, 2024 •

Industry Dive: Analogue Semiconductors

Is ST Microelectronics still looking good?

Jun 11, 2024 •

Industry Dive: UK Housebuilding

My view of several publicly listed companies active in the UK housebuilding industry

Mar 3, 2024 •

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