Buying This IPO Play at a Deep Discount
We’re leaving some room to flesh out the position size.
Get Your Office Hours Questions Ready
Bring your questions, and we’ll answer as many as time permits.
VIDEO: Microsoft Update Puts Marvell in the Spotlight
Plus, Boeing sharpens its focus with Archer Aviation deal.
TSM Revenue Surges Higher: 8 Key Items Shaping the Stock Market Monday
Trump “low-keying” it with Iran, Meta’s new AI model and other headlines moving stocks this morning.
We’re Tracking 28 Signals Across 10 of the Portfolio’s Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave
We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others.
Jobs Reports Goes Negative, Shifting Rate Cut Expectations
The decline in average earnings data supports our thinking on these three holdings.
Cloudflare’s Huge Endorsement: 8 Key Items Shaping the Stock Market Friday
The July Jobs Report, Homebuilder M&A, semi-cap lead times, and other headlines are moving stocks this morning.
Renewed U.S.-Iran Questions Weigh on Our New Homebuilding Position
Reports indicate the U.S. rejected limiting terms from Iran, lifting oil prices and Treasury yields.
Scrutinizing Management Comments From Neostellar Capital
With the shares likely rangebound near-term, here’s what’s on our radar screen for the BDC holding.