GOOGL
Convequity MSU: Meta Platforms - Jan 2023
Summary
* After META's surge over the past 1 year, the stock isn't super cheap, though on a conservative projection basis, there seems to be 30%+ upside left.
* In this MSU report, we've found that M views are extremely shallow with limited alpha, and S
Convequity MSU: NVIDIA - Dec 2023
Summary
* We kick-off the application of the Convequity MSU framework on NVDA.
* We provide a very brief 12-point summary of our MSU framework application followed by detailed insights about NVDA, the AI chip landscape, and its competitors.
* As this is a new type of report, there will be