Follow Play Earnings CallPlay Earnings Call Riot Platforms, Inc. (RIOT) Discusses Transformational Milestones and Strategic Data Center Expansion January 16, 2026 10:00 AM EST...
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Annuities are setting sales records, thanks to higher interest rates, lower stock prices, and aging Baby Boomers. It’s been years since annuities were able...
Investment thesis Our current investment thesis is: IDEXX growth and margins are highly attractive, with no real financial downsides. Commercially, IDEXX has transitioned toward...
Investment Thesis CME Group (NASDAQ:CME) is currently down over 25% from its all-time high last year, as the financial companies continue to face pressure...
Introduction Affirm Holdings Inc. (NASDAQ:AFRM) is a financial technology company that offers a platform for consumers to pay for items in fixed monthly installments....
Investment Summary The investment case for Merus (NASDAQ:MRUS) is turning far more constructive in my view. Following the last publication in December, shares have...