Jan. 6 at 6:08 PM
Goldman Sachs: January 2025 Update: Top Themes for the Year Ahead—US Conviction List - Directors' Cut: INSM UBER PINS IBM NVDA SNOW BDC SPGI TER SRE SU AL MTH VMC WWD BURL CAG NCLH
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Goldman Sachs: US Conviction List - Directors' Cut:
"We add Belden ( BDC), Norwegian Cruise Line ( NCLH), and Uber Technologies ( UBER) to the US Conviction List, while removing Fox Corp ( FOXA), Parker Hannifin ( PH), and TPG ( TPG):"