标签： Margin

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GM's Durability Discount: The Margin Proof The Market Needs (Rating Upgrade)

24/01/2026
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GM's Durabi…

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Akamai Technologies: Relatively Cheap With A Decent Margin Of Safety (Upgrade)

19/01/2026
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Akamai Technolog…

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Molina Healthcare: A Mispriced Compounder Experiencing Transitory Margin Pressure

19/01/2026
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Molina Healthcar…

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Thales S.A.: Solid Defense And Avionics Growth Solidify Margin Forecast

16/01/2026
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Thales S.A.: Sol…

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Genius Sports: Compelling Ad-Tech Transition Could Unlock Margin Expansion

16/01/2026
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Genius Sports: C…

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Dino Polska: Setup For Margin Expansion Is Already There

05/01/2026
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Dino Polska: Set…

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The Comex Liquidation: Why The CME's $25K Margin Hike Is A Bailout, Not A Crash – The China Ban Decoupling

01/01/2026
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The Comex Liquid…

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Humana: Margin Headwinds To Persist In 2026

28/12/2025
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Humana: Margin H…

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Backblaze: Buy The Dip, Sharp Margin Expansion Offsets Deceleration Risks

27/12/2025
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Backblaze: Buy T…

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Apple: Efficiency-Monetization Loop – Services Margin And PCC Infrastructure Support A $425 Target

21/12/2025
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Apple: Efficienc…

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Ahold Delhaize: Margin Pressure Materializing

18/12/2025
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Ahold Delhaize: …