William Blair research analyst Matt Phipps returned as a guest on Biotech TV where he discussed the stocks of sector companies Janux, NewAmsterdam, Jasper, Autolus, Incyte, Merus, and Amgen.
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Matt Phipps Joins Biotech TV
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Credo Technology Group Holding Ltd: Initiation of Research Coverage
William Blair initiated research coverage of Credo Technology Group Holding Ltd (CRDO $164.42), a provider of semiconductor connectivity solutions, including active electrical cables (AECs), optical DSPs, SerDes chiplets, and retimers.
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Economics Weekly: Valuations and Bubbles
In this Economics Weekly we again discuss the issue of a stock market bubble, with the view that parts of the market are very richly valued on some measures and market return expectations should be tempered, but today’s market would not yet seem to qualify as a bubble.
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William Blair Initiates Coverage of Two Companies in the Mechanical, Electrical, and Plumbing Industry
William Blair initiated research coverage of EMCOR Group, Inc. (EME $623.03) and Comfort Systems USA, Inc. (FIX $709.53), providers of mechanical, electrical, and plumbing (MEP) contracting services.