News
New Mountain Finance Corporation remains resilient with senior loans and discounted valuation offering a margin of safety.
ZoomInfo Technologies is gaining upmarket traction, growing Ops OS fast, and trading at just 3.4x forward revenue. Read why ...
Shares TIPS Bond ETF remains attractive amid inflation fears, offering 15–20% upside and better defense than gold. Read why ...
Duolingo soared 327% since 2023, driven by accelerated revenue growth & achieving GAAP profitability over the last 2 years.
Budweiser Brewing benefits from strategic leadership moves and Korean market dominance with zero-sugar beers. Find out why ...
Trump eyes zero tariffs for fair partners in a move Laffer calls historic, signaling deeper trade reform. Find out how it ...
The US-China trade war centers on the dollar/renminbi exchange rate, with China’s massive USD debt creating systemic risks.
Nvidia’s margins have exploded, with operating margins at 65%+ and net profit margins at 55%+. Read why I rate NVDA stock as ...
Performance in the first half of the quarter was impacted by a cluster of companies with over 10% stock price moves. Read more here.
Wholesale inflation unexpectedly fell in March, dropping for the first time in 17 months. The producer price index for final ...
Alphabet is a strong buy at 18x earnings with robust Search growth, minimal tariff impact, and a promising V-shaped tech ...
Fidus Investment is down with its BDC peers, but its stable dividend and deep discount support holding firm. Find out why ...
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