FA Alpha Weekly Digest - 03 21 2022

Wall Street’s stock picks can’t be trusted and the advertising bias of the mainstream financial media makes their news only sensationalist-driven. Be in the know, with the same tools and analyses used by the biggest investment firms in the world, and be able to relay that to your clients and colleagues with confidence.

We bring you the FA Alpha Weekly Digest, a roundup of FA Alpha’s unique and unparalleled equity, credit, and macroeconomic insights over the past week.

In today’s digest, we featured rising oil prices, Afya Limited (AFYA), Weatherford International plc (WFRD), Mattel, Inc. (MAT), and Tiger Global:

Here is the number to watch in anticipation of the next crash

The price of oil rocketed with the news of the ban on imports of Russian oil and Russian-finished petroleum goods. Spikes in oil prices can be a catalyst for a recession. Find out why this could be an exception.

Improving its community has helped Afya achieve high profitability

The Brazilian government is prioritizing investments in education and healthcare to develop its country and improve its quality of life. Afya is a medical education school in Brazil that focuses on increasing access to care and reducing health disparities within underserved populations. See how as-reported metrics underestimate the profitability of Afya.

Rising oil prices might spell the triumphant return of U.S. shale

It could be profitable to increase shale production with surging oil prices. Weatherford is a company that helps shale and other oil producers drill wells and manages production. Unearth the true risk of Weatherford with the Credit Cash Flow Prime?.

The pandemic was a lifeline for Mattel, but it may be running out

The demand for new toys increased as part of the At-Home Revolution. Mattel is a multinational toy company with a number of iconic brands, including American Girl, Barbie, and Hot Wheels. Read more about Mattel’s expectations and whether it still has upside.

Tiger Global made its name on technology stocks…can they recover from the latest technology slump?

Tiger Global and its Tiger cubs are of the earliest adopters of venture capital and focused on making technology investments. Learn more about Tiger Global’s investments given the recent tech crunch.

We hope you find this week’s FA Alpha Daily articles insightful.

See you next Monday as we talk about another set of interesting names and Treasury yield curves.

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