Downward Revision Of Forecast Hit Globant S.A. (GLOB) in Q3
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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Netflix (NFLX) Slid as Earnings Failed to Impress the Market
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Harding Loevner Global Equity Strategy’s Q3 2025 Investor Letter
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter.
Should You Invest in Workiva (WK)?
13D Activist Fund is a mutual fund that focuses on companies invested in by shareholder activists. The fund released its Q3 2025 investor letter.
Do You Think Viasat (VSAT) is a Materially Misunderstood Business?
13D Activist Fund is a mutual fund that focuses on companies invested in by shareholder activists. The fund released its Q3 2025 investor letter.
13D Activist Fund Established a Position in TripAdvisor (TRIP) in Q3
13D Activist Fund is a mutual fund that focuses on companies invested in by shareholder activists. The fund released its Q3 2025 investor letter.
13D Activist Fund’s Updates on Performance Food Group Co. (PFGC)
13D Activist Fund is a mutual fund that focuses on companies invested in by shareholder activists. The fund released its Q3 2025 investor letter.
Merchants Bancorp (MBIN): A Bull Case Theory
We came across a bullish thesis on Merchants Bancorp on Valueinvestorsclub.com by LDMR.
MercadoLibre, Inc. (MELI): A Bull Case Theory
We came across a bullish thesis on MercadoLibre, Inc. on X.com by DG_Invests. In this article, we will summarize the bulls’ thesis on MELI.
Medpace Holdings, Inc. (MEDP): A Bull Case Theory
We came across a bullish thesis on Medpace Holdings, Inc. on Archive Invest’s Substack by Felix. In this article, we will summarize the bulls’ thesis on MEDP.
nCino, Inc. (NCNO): A Bull Case Theory
We came across a bullish thesis on nCino, Inc. on Valueinvestorsclub.com by coyote. In this article, we will summarize the bulls’ thesis on NCNO.
Coherent Corp. (COHR): A Bull Case Theory
We came across a bullish thesis on Coherent Corp. on Mispriced Assets’s Substack by Nick Nemeth. In this article, we will summarize the bulls’ thesis on COHR.
What Makes BILL Holdings (BILL) an Investment Choice?
13D Activist Fund is a mutual fund that focuses on companies invested in by shareholder activists. The fund released its Q3 2025 investor letter.
Star Bulk Carriers Corp. (SBLK): A Bull Case Theory
We came across a bullish thesis on Star Bulk Carriers Corp. on Valueinvestorsclub.com by rosie918.
SoFi Technologies, Inc. (SOFI): A Bull Case Theory
We came across a bullish thesis on SoFi Technologies, Inc. on Archive Invest’s Substack by Felix. In this article, we will summarize the bulls’ thesis on SOFI.
Cellebrite DI Ltd. (CLBT): A Bull Case Theory
We came across a bullish thesis on Cellebrite DI Ltd. on X.com by KairosPraxis. In this article, we will summarize the bulls’ thesis on CLBT.
Canadian Pacific Kansas City Limited (CP): A Bull Case Theory
We came across a bullish thesis on Canadian Pacific Kansas City Limited on Beat the TSX (BTSX-20)’s Substack by Beat the TSX-27 Strategy..
Edison International (EIX): A Bull Case Theory
We came across a bullish thesis on Edison International on Research Corner’s Substack by Qian Yuantian. In this article, we will summarize the bulls’ thesis on EIX.
Qualys, Inc. (QLYS): A Bull Case Theory
We came across a bullish thesis on Qualys, Inc. on Asymmetric Edge’s Substack. In this article, we will summarize the bulls’ thesis on QLYS.
Intuitive Machines, Inc. (LUNR): A Bull Case Theory
We came across a bullish thesis on Intuitive Machines, Inc. on Value investing subreddit by andthentherewastwo.
13D Activist Fund’s Q3 2025 Investor Letter
13D Activist Fund is a mutual fund that focuses on companies invested in by shareholder activists. The fund released its Q3 2025 investor letter.
Itron, Inc. (ITRI): A Bull Case Theory
We came across a bullish thesis on Itron, Inc. on Asymmetric Edge’s Substack. In this article, we will summarize the bulls’ thesis on ITRI.
Intuit Inc. (INTU): A Bull Case Theory
We came across a bullish thesis on Intuit Inc. on Asymmetric Edge’s Substack. In this article, we will summarize the bulls’ thesis on INTU.
West Pharmaceutical Services (WST) Rebounded in Q3
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Here’s Why Cadence (CDNS) Surged in Q3
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Marvell Technology (MRVL) Rose Following Management’s Reassurance on Data Center Revenue Growth
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
DoorDash, Inc. (DASH): A Bull Case Theory
We came across a bullish thesis on DoorDash, Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on DASH.
Here are NVIDIA Corporation’s (NVDA) Growth Drivers
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
CoreWeave, Inc. (CRWV): A Bull Case Theory
We came across a bullish thesis on CoreWeave, Inc. on Level-Headed Investing’s Substack by Bernardo. In this article, we will summarize the bulls’ thesis on CRWV.
Afya Limited (AFYA): A Bull Case Theory
We came across a bullish thesis on Afya Limited on Emerging Value’s Substack.
Allison Transmission Holdings, Inc. (ALSN): A Bull Case Theory
We came across a bullish thesis on Allison Transmission Holdings, Inc. on Divergent Capital’s Substack. In this article, we will summarize the bulls’ thesis on ALSN.
Here’s Why Apple (AAPL) is on the Detectors List of Brown Advisory Large-Cap Growth Strategy
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Strong Results Lifted CoStar Group. (CSGP) in Q3
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Talen Energy Corporation (TLN): A Bull Case Theory
We came across a bullish thesis on Talen Energy Corporation on FJ Research’s Substack. In this article, we will summarize the bulls’ thesis on TLN.
The Charles Schwab Corporation (SCHW): A Bull Case Theory
We came across a bullish thesis on The Charles Schwab Corporation on The Diversified Fins Analyst’s Substack by Collin Cook.
Should You Invest in Samsara (IOT)?
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Opendoor Technologies Inc. (OPEN): A Bull Case Theory
We came across a bullish thesis on Opendoor Technologies Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on OPEN.
Cloudflare, Inc. (NET): A Bull Case Theory
We came across a bullish thesis on Cloudflare, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on NET.
Centene Corporation (CNC): A Bull Case Theory
We came across a bullish thesis on Centene Corporation on Value investing subreddit by paoee. In this article, we will summarize the bulls’ thesis on CNC.
SSR Mining Inc. (SSRM): A Bull Case Theory
We came across a bullish thesis on SSR Mining Inc. on Value investing subreddit by Impossible-Road-558. In this article, we will summarize the bulls’ thesis on SSRM.
Zoom Communications Inc. (ZM): A Bull Case Theory
We came across a bullish thesis on Zoom Communications Inc. on Value investing subreddit by mrmrmrj. In this article, we will summarize the bulls’ thesis on ZM.
Mondelez International, Inc. (MDLZ): A Bull Case Theory
We came across a bullish thesis on Mondelez International, Inc. on Bullseye Picks’s Substack by Bullseye Investing.
Joint Stock Company Kaspi.kz (KSPI): A Bull Case Theory
We came across a bullish thesis on Joint Stock Company Kaspi.kz on Margin of Sanity’s Substack. In this article, we will summarize the bulls’ thesis on KSPI.
SAP SE (SAP): A Bull Case Theory
We came across a bullish thesis on SAP SE on Cas and DualEdge Invest’s Substack. In this article, we will summarize the bulls’ thesis on SAP.
Eagle Materials Inc. (EXP): A Bull Case Theory
We came across a bullish thesis on Eagle Materials Inc. on Margin of Sanity’s Substack. In this article, we will summarize the bulls’ thesis on EXP.
AST SpaceMobile, Inc. (ASTS): A Bull Case Theory
We came across a bullish thesis on AST SpaceMobile, Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on ASTS.
Abercrombie & Fitch Co. (ANF): A Bull Case Theory
We came across a bullish thesis on Abercrombie & Fitch Co. on Value investing subreddit by zech83. In this article, we will summarize the bulls’ thesis on ANF.
Arista Networks Inc (ANET): A Bull Case Theory
We came across a bullish thesis on Arista Networks Inc on techcache’s Substack by Joe Albano. In this article, we will summarize the bulls’ thesis on ANET.
Atlassian Corporation (TEAM): A Bull Case Theory
We came across a bullish thesis on Atlassian Corporation on Compounding Your Wealth’s Substack by Sergey.
C3.ai, Inc. (NYSE:AI) Q2 2026 Earnings Call Transcript
Operator: Good day. And thank you for standing by. Welcome to the C3.ai, Inc.'s Second Quarter Fiscal Year 2026 Earnings Conference Call.
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