Here’s Why Progyny (PGNY) Rebounded in Q1
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Insider Monkey Blog
What Makes Paycom Software (PAYC) a Good Long-Term Business?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Should You Sell Your Holdings in Align Technology (ALGN)?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Scotiabank Trims GitLab (GTLB) PT, Maintains Outperform Rating
GitLab Inc. (NASDAQ:GTLB) is one of the 10 tech stocks on Wall Street's radar right now. On June 6, Scotiabank cut its price target on GitLab Inc.
10 Tech Stocks on Wall Street’s Radar
On May 30, during an interview with CNBC, Siebert Financial CIO Mark Malek claimed that not all sectors react the same to market headlines.
Cardio Diagnostics Holdings, Inc. (CDIO): A Bull Case Theory
We came across a bullish thesis on Cardio Diagnostics Holdings, Inc.(CDIO) on Stock Pursuit’s Substack. In this article, we will summarize the bulls’ thesis on CDIO.
Entravision Communications Corporation (EVC): A Bull Case Theory
We came across a bullish thesis on Entravision Communications Corporation (EVC) on The Value Road's Substack. In this article, we will summarize the bulls’ thesis on EVC.
TransMedics Group, Inc. (TMDX): A Bull Case Theory
We came across a bullish thesis on TransMedics Group, Inc. (TMDX) on Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on TMDX.
Alphabet Inc. (GOOGL): A Bull Case Theory
We came across a bullish thesis on Alphabet Inc. (GOOGL) on Sergey’s Substack. In this article, we will summarize the bulls’ thesis on (GOOGL). Alphabet Inc.
RTX Corporation (RTX): A Bull Case Theory
We came across a bullish thesis on RTX Corporation (RTX) on Business Model Mastery Substack. In this article, we will summarize the bulls’ thesis on RTX.
Aris Water Solutions, Inc. (ARIS): A Bull Case Theory
We came across a bullish thesis on Aris Water Solutions, Inc. (ARIS) on DualEdgeInvest’s Substack. In this article, we will summarize the bulls’ thesis on ARIS.
Rayonier Advanced Materials Inc. (RYAM): A Bull Case Theory
We came across a bullish thesis on Rayonier Advanced Materials Inc. (RYAM) on Value Degen’s Substack. In this article, we will summarize the bulls’ thesis on RYAM.
Mativ Holdings, Inc. (MATV): A Bull Case Theory
We came across a bullish thesis on Mativ Holdings, Inc. (MATV) on Value Degen’s Substack. In this article, we will summarize the bulls’ thesis on MATV.
On Holding AG (ONON): A Bull Case Theory
We came across a bullish thesis on On Holding AG (ONON) on Quality Stocks’ Substack. In this article, we will summarize the bulls’ thesis on ONON.
Uber Technologies, Inc. (UBER): A Bull Case Theory
We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Capitalist Letters’ Substack. In this article, we will summarize the bulls’ thesis on UBER.
Disappointing Results Led Polen U.S SMID Company Growth Strategy to Sell Etsy (ETSY)
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
CyberArk Software Ltd. (CYBR): A Bull Case Theory
We came across a bullish thesis on CyberArk Software Ltd. (CYBR) on Compounding Your Wealth’s Substack. In this article, we will summarize the bulls’ thesis on CYBR.
The Scotts Miracle-Gro Company (SMG): A Bull Case Theory
We came across a bullish thesis on The Scotts Miracle-Gro Company (SMG) on TSOH Investment Research’s Substack.
Kohl’s Corporation (KSS): A Bull Case Theory
We came across a bullish thesis on Kohl’s Corporation (KSS) by Hot_pressure_461 on r/valueinvesting on Reddit.
Lowe’s Companies, Inc. (LOW): A Bull Case Theory
We came across a bullish thesis on Lowe’s Companies, Inc. (LOW) on Rijnberk InvestInsights’ Substack. In this article, we will summarize the bulls’ thesis on LOW.
Mastercard Incorporated (MA): A Bull Case Theory
We came across a bullish thesis on Mastercard Incorporated (MA) on Incremental Returns’ Substack. In this article, we will summarize the bulls’ thesis on MA.
Polen Capital U.S. SMID Company Growth Strategy’s Q1 2025 Investor Letter
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Tecnoglass Inc. (TGLS): A Bull Case Theory
We came across a bullish thesis on Tecnoglass Inc. (TGLS) on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on TGLS. Tecnoglass Inc.
Texas Pacific Land Corporation (TPL): A Bull Case Theory
We came across a bullish thesis on Texas Pacific Land Corporation (TPL) on The ROI Club’s Substack. In this article, we will summarize the bulls’ thesis on TPL.
LegalZoom.com (LZ) Rebounded on Improved Results
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” first quarter 2025 investor letter.
IES Holdings, Inc. (IESC): A Bull Case Theory
We came across a bullish thesis on IES Holdings, Inc. (IESC) on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on IESC.
Jacobs Solutions Inc. (J): A Bull Case Theory
We came across a bullish thesis on Jacobs Solutions Inc. (J) on Business Model Mastery’s Substack. In this article, we will summarize the bulls’ thesis on J.
AbCellera Biologics Inc. (ABCL): A Bull Case Theory
We came across a bullish thesis on AbCellera Biologics Inc. (ABCL) on Investment Ides by Antonio’s Substack.
Veracyte (VCYT) Fell Despite Reporting Revenue Growth and Improved Profitability
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” first quarter 2025 investor letter.
New Fortress Energy Inc. (NFE): A Bull Case Theory
We came across a bullish thesis on New Fortress Energy Inc. (NFE) on TheOldEconomy Substack. In this article, we will summarize the bulls’ thesis on NFE.
Merit Medical Systems (MMSI) Generated Positive Results from Margin Improvement Initiatives
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” first quarter 2025 investor letter.
Patterson-UTI Energy, Inc. (PTEN): A Bull Case Theory
We came across a bullish thesis on Patterson-UTI Energy, Inc. (PTEN) on Nugget Capital Partner’s Substack. In this article, we will summarize the bulls’ thesis on PTEN.
Peloton Interactive, Inc. (PTON): A Bull Case Theory
We came across a bullish thesis on Peloton Interactive, Inc. (PTON) on TSOH Investment Research’s Substack. In this article, we will summarize the bulls’ thesis on PTON.
Here’s Why Meridian Small Cap Growth Fund Increased Its Position in International Money Express (IMXI)
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” first quarter 2025 investor letter.
First Solar, Inc. (FSLR): A Bull Case Theory
We came across a bullish thesis on First Solar, Inc. (FSLR) on Make Money, Make Time’s Substack. In this article, we will summarize the bulls’ thesis on FSLR.
Meridian Small-Cap Growth Fund’s Q1 2025 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” first quarter 2025 investor letter. U.S.
Pool Corporation (POOL): A Bull Case Theory
We came across a bullish thesis on Pool Corporation (POOL) on Compounding Quality’s Substack. In this article, we will summarize the bulls’ thesis on POOL.
BofA Maintains Buy Rating on HA Sustainable Infrastructure (HASI), Keeps $39 PT
On May 8, BofA Securities analyst Dimple Gosai reiterated a $39 price target on HA Sustainable Infrastructure Capital Inc (NYSE:HASI) and maintained a Buy rating, following the...
Is FTAI Aviation (FTAI) Positioned for Strong Growth?
Crossroads Capital LLC, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Crossroads Capital Investment’s Thesis for Magnite (MGNI)
Crossroads Capital LLC, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Crossroads Capital Investment’s Updates on Nintendo (NTDOY)
Crossroads Capital LLC, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Crossroads Capital Investment Sold Its Position in Calumet (CLMT)
Crossroads Capital LLC, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Crossroads Capital Investment’s Q1 2025 Investor Letter
Crossroads Capital LLC, an investment management company, released its first-quarter 2025 investor letter.
Advanced Micro Devices, Inc. (AMD): A Bull Case Theory
We came across a bullish thesis on Advanced Micro Devices, Inc. (AMD) on Business Model Mastery’s Substack. In this article, we will summarize the bulls’ thesis on AMD.
Jim Cramer Highlights Procter & Gamble (PG) “Plans to Cut 7,000 Jobs Over Two Years”
We recently published a list of 15 Stocks on Jim Cramer’s Radar.
Jim Cramer on Constellation Brands (STZ): “Maybe They’re the Benchmark of a Bad Alcohol Business”
We recently published a list of 15 Stocks on Jim Cramer’s Radar. In this article, we are going to take a look at where Constellation Brands, Inc.
Jim Cramer Notes Brown-Forman (BF-B) “Reported a Truly Terrible Quarter”
We recently published a list of 15 Stocks on Jim Cramer’s Radar.
Jim Cramer Praises Kimberly-Clark’s (KMB) Deal with Suzano
We recently published a list of 15 Stocks on Jim Cramer’s Radar.
Jim Cramer on EHang (EH): “I’m Not Going to Really Want to Do a Lot of China Right Now”
We recently published a list of 15 Stocks on Jim Cramer’s Radar.
Jim Cramer Says “We’re Not Going to Recommend” Lincoln National (LNC)
We recently published a list of 15 Stocks on Jim Cramer’s Radar.
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