News

Our AstroNova investment was predicated on the view that this was a low-risk "under-earner". So, what went wrong? Click here ...
EXI offers global exposure and less concentration risk than XLI but underperformed. Check out the analysis of the industrial ...
Atai Capital Management reflects on its Cable One investment misfire, highlighting how debt and declining earnings can ...
Eli Lilly's Mounjaro and Zepbound drove Q2 2025 revenue up 38% and EPS up 92% YoY. Read why LLY stock's recent 20% pullback ...
Serve Robotics is rapidly expanding its robot fleet and delivery volumes, targeting 2,000 robots by the end of 2025. Read why ...
The S&P 500 notched three new record highs this week, but the rally fell short on Friday. Click here to read more.
FRA's distributions exceed earnings, raising the likelihood of a dividend cut to preserve NAV health. Read why I am on the ...
S&P Global shows steady growth with strong Q2 results, but high valuations limit upside potential. Learn why SPGI stock ...
Microsoft has solid revenue growth and expanding margins. But click here to read why Hold seems to be the best option for ...
SPHQ overweights mature sectors like industrials and consumer staples while underweighting big tech vs. S&P 500. Read more on ...
CoreWeave is uniquely positioned in the GPU cloud market, with strong revenue growth and Nvidia-endorsed infrastructure. Read ...
Proficient Auto Logistics reports strong Q2 results and targets market share growth. Read why I am raising PAL stock's rating ...