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Guidewire Software, Inc. (GWRE) Analyst/Investor Day Transcript

6h · 8 views

GE Vernova: Lean Manufacturing Supports Backlog Growth In Q3'26 Preview

6h · 8 views

Uber: The Sell-Side Overestimates Its Moat

6h · 6 views

World Acceptance: A Better Quarter, But Still A Melting Ice Cube

6h · 9 views

Ooma: An Undervalued Cloud Communications Growth Story

6h · 7 views

BNY Mellon Appreciation Fund Q3 2026 Commentary

6h · 7 views

AbbVie: Still Strong Growth, But Patent Cliff Getting Closer

6h · 6 views

Money Supply Grows At A 6% Annualized Pace In September

6h · 3 views

Standard Chartered PLC 2026 Q3 - Results - Earnings Call Presentation

6h · 1 view

Seagate Technology Holdings plc 2027 Q1 - Results - Earnings Call Presentation

5h · 1 view

A $100 Billion Liquidity Drain May Hit Markets Next Week

4d · 24 views

American Express Company (AXP) Q3 2026 Earnings Call Transcript

4d · 14 views

Winnebago: A Good Company In A Weak Market

4d · 13 views

Bond Market Tests The Inflation Narrative As Yields Tumble

4d · 21 views

Tempus AI: Less Risky Than When I Said Buy

4d · 14 views

LegalZoom Is Too Cheap To Ignore (Upgrade)

4d · 15 views

Alger Small Cap Focus Fund Q3 2026 Commentary

4d · 17 views

Capital One: Discover Makes It Interesting But The Credit Cycle Decides

4d · 11 views

Selective Insurance Group, Inc. (SIGI) Q3 2026 Earnings Call Transcript

4d · 5 views

Orchid Island Capital, Inc. (ORC) Q3 2026 Earnings Call Transcript

4d · 2 views

Integra LifeSciences: Progress Remains Frustratingly Slow, But Valuation Is Getting Interesting

4d · 7 views

Archer Aviation: Boeing Is The Game Changer

10/14/2026 · 49 views

Stonehearth Capital Q3 2026 Quarterly Insights Newsletter

10/14/2026 · 10 views

MAS Holds Rates Steady, But We Are Not Convinced The Tightening Cycle Is Over

Millrose Properties: Buy-To-Rent Fears Are Dramatically Overdone (Upgrade)

10/14/2026 · 4 views

Could Higher Rates Break The Boom Loop?

10/14/2026 · 5 views

Chart Of The Day: Chips Get Crunched On Chinese Competition

10/14/2026 · 3 views

Japan's Defense Sector Reaches An Inflection Point

Diranko Capital Q3 2026 Letter

Marvell: A $37.5 Billion Business Is Quietly Carrying The Growth Plan

10/14/2026 · 7 views

Woodside Energy: An Attractive Valuation Ahead Of A Cash Flow Inflection Point

10/14/2026 · 7 views

Dustin Group AB (publ) (DUSXF) Q4 2026 Earnings Call Transcript

10/14/2026 · 7 views

Wall Street Breakfast Podcast: BofA's $1.2B Penalty Punch

AnaptysBio: Fully Valued; With Major Litigation Uncertainty

10/13/2026 · 24 views

Mach Natural Resources: El Niño Fears Are Creating A High-Yield Opportunity

Vylor: A Food Scarcity Play With Growth Optionality

10/13/2026 · 11 views

Fortive: Demand Holds Up, But Second-Half Earnings Are Not Growing

CrowdStrike's Flex Boom Comes With One Big Catch

Avista: Discounted Valuation Offers Upside Despite Financing Challenges

TELUS Corporation: Kitchen Sink Cleaned, Upside Ignored

10/13/2026 · 10 views

Stolt-Nielsen Limited 2026 Q3 - Results - Earnings Call Presentation

10/1/2026 · 5 views

10/1/2026 · 2 min read · 39 views

TAL Education: Strong Execution And Margin Surge Tempered By Growth Normalization

We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset…

10/1/2026 · 2 min read · 24 views

Neostellar Capital: Not All Rockets Can Reach The Moon

We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset…

NIKE, Inc. (NKE) Q1 2027 Earnings Call Transcript

10/1/2026 · 5 views

10/1/2026 · 3 min read · 42 views

STAAR Surgical: A Recovery Story Priced As Growth

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10/1/2026 · 2 min read · 23 views

Nike: Management Is Taking Right Actions, But Bleeding Is Worse Than I Expected (Downgrade)

We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset…

10/1/2026 · 2 min read · 23 views

Mattel: M&A Buzz And A CEO Change Create Substantial Uncertainty

We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset…

10/1/2026 · 3 min read · 37 views

Telecom and Data Systems: Attractive Preferreds Despite Rate Uncertainty

We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset…