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.
Chart of the Day: United Rentals Holds the Large Gap
The stock went ballistic following earnings and remains strong.
Chart of the Day: Updating Nvidia Before Earnings Run Up
The AI leader will be reporting in a few weeks so let’s take a closer look.