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 ...
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 ...
Atai Capital Management reflects on its Cable One investment misfire, highlighting how debt and declining earnings can ...
Serve Robotics is rapidly expanding its robot fleet and delivery volumes, targeting 2,000 robots by the end of 2025. Read why ...
SPHQ overweights mature sectors like industrials and consumer staples while underweighting big tech vs. S&P 500. Read more on ...
FRA's distributions exceed earnings, raising the likelihood of a dividend cut to preserve NAV health. Read why I am on the ...
The S&P 500 notched three new record highs this week, but the rally fell short on Friday. Click here to read more.
CoreWeave is uniquely positioned in the GPU cloud market, with strong revenue growth and Nvidia-endorsed infrastructure. Read ...
Microsoft has solid revenue growth and expanding margins. But click here to read why Hold seems to be the best option for ...
S&P Global shows steady growth with strong Q2 results, but high valuations limit upside potential. Learn why SPGI stock ...
CoreWeave (CRWV) investors rush to sell more than $1B worth of company shares just ahead of its IPO lock-up expiry. Read more ...
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