Picking Up More Shares of This Holding After Multiple Wins
Multiyear future contracted bookings mean using PEG ratio valuation, not a simple P/E metric.
This Holding Will Benefit From a U.S. Army Update, But There Is an Even Bigger Market Opportunity Ahead
The U.S. Army is testing for drug cartels, but other applications bring another tailwind for Axon.
De-Flocking Has Hit This Portfolio Holding
As the shares test technical levels, here’s the real catalyst we’re watching.
We’re Tracking 23 New Signals Across Our Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
VIDEO: What’s Behind the Surge in Our Public Safety Name?
Plus, a readthrough on M&A activity and what it means for two Portfolio holdings.