The Global Markets Journal of HEC

Jamieson Wellness stands as one of Canada’s most recognized health and wellness companies, offering vitamins, minerals, and supplements trusted by millions. Founded in 1922, the company has evolved into a global player, combining strong domestic leadership with rapid international expansion, particularly across China and the United States.  Investment thesis  We believe that Jamieson is pivoting towards higher margins, a greater number of sales, and stability in its use of ca

The company represents a rare intersection of defensive earnings quality and expansion optionality, supported by a strong balance sheet, disciplined capital allocation, and a proven ability to navigate cyclical end-markets. As infrastructure investment accelerates across Eastern Canada and demand for power-generation solutions increases alongside digital infrastructure growth, Toromont stands well-positioned to compound value over time.

The company is generating free cash flow. After years of heavy capital expenditures for the construction and renovation of their facilities, it is finally time to reap the benefits.

Tesla has been a key leader in the electric vehicle revolution, setting benchmarks in innovation and becoming the reference for EVs in...

Equity Research Team,  Louis-Philippe Gagnon, Gabriel Houde, Zineb Bourchich, Driven by the rise of artificial intelligence, the stock...

Equity Research Team The U.S. stock market reached historic levels last Friday, with the S&P 500 index hitting an intraday high of...

The tech sector continues to lead public markets, with major players like Nvidia, Meta, and the remainder of the Magnificent Seven...

Vaibhav Munjal, Gabriel Veilleux, Louis-Philippe Gagnon, Nvidia is one of the top names in the tech sector, known for producing graphics...

Faiz Ansari, Thomas Nycz, Julien Des Rosiers-Bélair, Bitcoin, cryptocurrency’s leading asset, with a market cap of $1.3T, has recently...

Faiz Ansari, Thomas Nycz, Julien Des Rosiers-Bélair On January 25th, the European Central Bank (ECB) opted to maintain interest rates at...

Vaibhav Munjal, Gabriel Veilleux, Louis-Philippe Gagnon In the past 2 years, hybrid work has been more popular due to the lockdown during...

In the dynamic landscape of the last few years in the business world, companies often faced challenges that could test the resilience of even the most robust entities. If you ever talked or searched anything about coworking, you definitely heard about WeWork. The company was a prominent player so strong in the industry that its name was often used as a synonym of coworking. It “was”, because it has recently found itself navigating treacherous financial waters, culminating in

Since the release of ChatGPT in November 2022, the value of its parent company, OpenAI, has seen remarkable growth. In January 2023,...

On Thursday, September 21, US technology giant Cisco made waves by announcing its ambitious plan to acquire the cybersecurity software...