Chef's Warehouse shows strong growth but faces high debt & low margins. Current valuation lacks appeal; consider buying at ...

Target reported Q4 earnings in early March, where both revenue and earnings per share came above estimates. See why I upgrade ...

Learn how sector ETFs evolved, why market cap weighting matters, and how to invest smarter. Discover the best opportunities ...

Markel Group's investments and Markel Ventures have shown strong, improving returns. Read why I remain very bullish on MKL ...

It may seem like the war is between the Trump administration and our trading partners around the world, but the more ...

Credo Technology's stock possesses all the hallmarks of a "Strong Buy": robust revenue growth momentum, impressive operating ...

CVRx's Barostim has strong clinical results and significant market potential, with a $2.2 billion TAM. Read why I upgrade ...

Voya Index Solution Portfolios’ primary performance objective is to outperform its strategic allocation benchmark over the ...

The danger of a financialised marketplace is that risk is interlinked, so that trouble in one place is instantaneously ...

The Trump Administration has presented us with a whirlwind of Executive Orders and other activity. This letter focuses on his ...

Black Bear Value Partners recently published their Q1 2025 Letter. What are their top 5 holdings and how are they performing?

Global markets are plummeting due to Trump's 10% tariff on imports, leading to reciprocal tariffs and potential trade wars.