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The following segment was excerpted from this fund letter. Sonos, Inc. (NASDAQ:SONO) Sonos began as one of the largest longs at my last shop....
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A company of Manulife Investment Management, John Hancock Investment Management serves investors through a unique multimanager approach, complementing our extensive in-house capabilities with an...
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This article was written by Follow Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the...
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Follow Play Earnings CallPlay Earnings Call Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants...
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Dear Partners, Laughing Water Capital (“LWC”) returned approximately 7.5% in the first quarter of 2023 after all fees and expenses. As always, results will...
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People far wiser than I have gone on at length about the debt ceiling—the limit of how much the U.S. can borrow to pay...
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The following segment was excerpted from this fund letter. I recently wrote a whole post about the big myth of cannabis. Our fund’s focus...
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Organogenesis Holdings Inc. (NASDAQ:ORGO) Q1 2023 Earnings Conference Call May 10, 2023 5:00 PM ET Company Participants Gary Gillheeney – President and CEO Dave...
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OraSure Technologies, Inc. (NASDAQ:OSUR) Q1 2023 Earnings Conference Call May 10, 2023 5:00 PM ET Company Participants Scott Gleason – Head of Investor Relations...
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Desktop Metal, Inc. (NYSE:DM) Q1 2023 Earnings Conference Call May 10, 2023 4:30 PM ET Company Participants Jay Gentzkow – Vice President of Investor...
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The recent price fluctuations of cars and trucks are nothing if not complex. For the average driver, car prices are tough to predict. The...
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One of the worst financial fears most Americans have is being laid off and unfortunately, this is becoming more common. What should you do...
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Dear Partners & Friends, For Q1 of 2023 our total return was 4.83% compared to 7.04% for the broader S&P Index, 6.85% for the...
