STOCK REPORTS

Dec 27, 2023 – Healthcare

Teladoc Health (TDOC) Stock Report

An investment in Teladoc (TDOC) is a play on the expanding telehealth industry, transforming how patients connect to healthcare services through videoconferencing, remote monitoring, electronic consults and wireless communications. Teladoc is the global market leader, with a diversified portfolio of telehealth brands that cater to a wide variety of healthcare conditions. Their ability to win large contracts and outpace competitors by expanding their user base is key to future growth.

Dec 20, 2023 – Financials

PagSeguro (PAGS) Stock Report

An investment in PagSeguro is a play on the secular transformation of Brazilian commerce and financial services through FinTech. PagSeguro is the market leader with a diversified ecosystem of payments, digital accounts, merchant services and other financial services for individuals and small businesses. Strategic acquisitions and cohesive integration of new products and services to increase customer engagement are key to the company’s long-term growth and profitability.

Dec 27, 2023 – Healthcare

DocuSign (DOCU) Stock Report

An investment in DocuSign is a play on increasing acceptance of digitally prepared and signed transaction agreements. DocuSign is a leading provider of e-signature software and cloud-based solutions that automate the transaction agreement process. To stay competitive and maintain its current lead, DocuSign will need to expand quickly to broaden its market reach and innovate fast to strengthen its value proposition against competitors.

Dec 6, 2023 – Technology

ServiceNow (NOW) Stock Report

An investment in ServiceNow is a play on the expanding enterprise services management (ESM) industry, backed by secular trends in digital transformation. ServiceNow leads the market with their Now platform, providing a full range of services management applications that simplify and automate employee workflows within organizations. Effective expansion outside core ITSM, and advancements in intelligence capabilities are key to future market dominance.

Dec 6, 2023 – Financials

Square (SQ) Stock Report

An investment in Square is a play on the long-term disruption of the financial services industry, starting with underserved individuals and sellers. Square is a payments company, a Point of Sale software solution, a digital wallet, an investment platform, and an ecommerce solutions provider. Rapid market share acquisition and the ability to build an ecosystem offering high customer engagement is key to future growth.

Nov 8, 2023 – Healthcare

HealthEquity (HQY) Stock Report

An investment in HealthEquity is a play on the growing HSA market and healthcare finance industry. HealthEquity is a leading custodian of HSA assets, backed by a cloudbased platform serving employers, individuals, advisors, and health plan providers. Successful integration of WageWorks is key to creating a robust ecosystem of healthcare finance products that will differentiate the company and help it maintain its lead.