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Signals From Noise

Highlights a company that is considerably different than its peers with an in-depth analysis of the company’s financials, future objectives, market positioning and possible outcomes

Taiwan Semiconductor Manufacturing Corporation ($TSM, $113.66): Conducting Moore’s Orchestra

Key Takeaways Taiwan Semiconductor Corporation ($TSM) is one of the most important and also competitively dominant companies on Earth. It’s competitive advantage has likely only just begun. We see the primary risk of a military conflict over Taiwan as diminishing as the United States coalesces around Chinese containment. Furthermore, China’s...

Stay the Course on Align Technologies ($ALGN: $569.22); We Have a 6-12 Month Time Horizon for the Name

Key Takeaways Align Technology ($ALGN) has one of the most ubiquitous and recognizable brands in orthodontics, yet it has barely penetrated markets for customers who seem to have a great alignment with the product.  The company is experiencing growth across multiple dimensions. The share of teens as a share of...

Hilton Worldwide Holdings Inc. ($HLT: $142.00): Success Is Never Final, Failure Is Never Fatal

Key Takeaways Hilton World Wide Holdings has been a widely recognized Wall Street favorite because of its asset-light model, network effects/loyalty program, strong brand and geographic revenue mix. We think Wall Street is right in this case. The company does indeed trade at a premium compared to some peers, but...

  • Signal from Noise
September 30

SIGNAL FROM NOISE: Align Technologies ($ALGN, $665.43): You’re Never Fully Dressed Without A Smile

Key Takeaways Align Technology ($ALGN) has one of the most ubiquitous and recognizable brands in orthodontics, yet it has barely penetrated markets for customers who seem to have a great alignment with the product.   The company is experiencing growth across multiple dimensions. The share of teens as a share of...

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