The Inflation Issue: 8 Key Items Shaping the Stock Market Tuesday
Oil prices and their follow through, April CPI, Trump’s CEO delegation, and other headlines that are moving stocks this morning.
Pullback for This Holding Brings Room to Pick Up More Shares
Dipping into our valuation toolkit dispels some “stretched” valuation arguments.
Diplomacy Is Over. Why We’re Renaming the Portfolio’s EPS Strategy.
As we make two name changes, we’re also removing Qualcomm from the Bullpen.
Tracking 25 Signals Across 9 of Our Investing Themes
Let’s check on the stories that speak to our Pro Portfolio investing themes.
3 Reasons Why We’re Tracking Lime’s Road to IPO
We like what we see in the deal’s choice of underwriter, and what the IPO could mean for another holding.
Taiwan Semi Sends $13 Billion Revenue Update
These developments bring more support for our holdings despite Cloudflare’s sobering layoff announcement.
This Holding Raises Revenue Guidance and We See More Gains Ahead
Near-term catalysts we’re watching and our focus for 2H 2026.