Goldman Sachsresearch kicked off the new year with bold stock picks and a spotlight on five investment themes poised to shape markets in 2025.
What Happened: In a note shared Thursday, the analyst team led bySteven Kron shuffled its "Conviction List" — a carefully curated portfolio of top investment ideas.
Goldman Sachs addedBelden Inc.(NYSE:BDC),Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH), andUber Technologies Inc. (NYSE:UBER) to the list. These companies replacedFox Corp(NASDAQ:FOXA),Parker Hannifin Corp.(NYSE:PH), andTPGInc.(TPG).
Why It Matters: Industrial tech is back in vogue. Analyst Mark...
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