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The Kraft Heinz Renaissance: Why We Are Long the 7.2% Dividend King
Beyond the 2025 Headlines: A deep dive into the "Blueprints" strategy, the $11B "Taste Elevation" moat, and the path to a $50 price target.
Mar 31
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U.S. Quick Service Restaurants (QSR): A Net-Net Thematic Review for a Selection-Driven Market
A thematic review for identifying U.S. QSR operators best positioned to sustain share gains and margins as pricing normalizes, value competition…
Mar 1
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ANTA Sports Product Ltd. (HKEX: 2020 | OTCMKTS: ANPDY): A Multi-Brand Consumer Platform Trading Below Its Operating Reality
A review of operating system resilience, portfolio redundancy, and capital allocation discipline highlights earnings durability that is inconsistent…
Feb 17
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Nike, Inc. (NYSE: NKE): A Franchise Reset, Not A Value Trap
Why execution discipline, not growth narratives, will determine Nike’s next cycle of returns AT Investment Research
Jan 13
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United Parcel Service (NYSE: UPS) at Fair Value: A Long-Duration Income Asset in a Low-Growth Logistics Industry
Durable Cash Flows, Structural Growth Constraints, and the Economics of a Labor and Capital-Intensive Logistics Utility
Jan 2
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AT Investment Research
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Novo Nordisk: From Insulin Giant to Global Metabolic Infrastructure
How the World’s Most Valuable Pharma Company Is Being Forced Into Its Hardest Strategic Transition Yet, And it Might be a Blessing for Patient Investors
Dec 3, 2025
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Pfizer Inc. (NYSE: PFE): From Blockbusters to Chornic-Care Infrastructure Provider
The market still values Pfizer like a fading COVID beneficiary; its real upside lies in industrializing total chronic healthcare the way it…
Nov 28, 2025
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Wendy’s (NASDAQ: WEN): A Cash Machine the Market Left Behind
While investors chase hypergrowth myths, Wendy’s quietly compounds real free cash flow. At 9x earnings and a 10% FCF yield, it’s a small-cap income…
Nov 7, 2025
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Pfizer (NYSE:PFE)’s Strategic Inflection Point: Oncology Scale and Obesity Optionality
Why I've Placed a Large, Long-Term Bet (3+ Years) on PFE’s Oncology Leadership, Obesity Innovation, and Trump-Era Policy Tailwinds
Oct 2, 2025
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Buying Fear: Novo Nordisk’s Reset Is a Gift for Patient Investors
How short-term panic created a rare entry point into one of pharma’s strongest franchises
Sep 26, 2025
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Delivering Uncertainty
Why UPS’s 7.3% Dividend, Cost Cuts, and Global Reach Could Be the Buy Signal Investors Overlook
Aug 18, 2025
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UnitedHealth’s $242B Gut Check: Crisis, Comeback, or Value Trap
Executive Summary
Aug 13, 2025
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AT Investment Research
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