$V highlighting the difference between how consumers feel right now (awful) and how they are acting (still spending because they have jobs, are growing wages, and balance sheets are good)

Why has $MSCI underperformed peers so meaningfully the past 2 years and what gets this to change?

A former VP at IAA explains how Copart $CPRT won international markets by focusing on the buyer's experience: "These were two fundamental differences. Copart decided early on to become a digital marketplace that happens to sell cars, creating an Amazon-like environment for

Any recommendations for books that cover the .com bubble?

$SHW share gains

Bear and bull case on $AAPL

Apologies for the TLDR, but when you step back, it is kind of wild what we’ve all lived through over the last five years. No wonder so many young people are anxious about the future—the ‘disturbance in the force’ feels stronger by the day. I don’t have any grand takeaways other

Morgan Stanley's nine things investors miss about $V and $MA

Father Jerry Buss was a prof. at USC (PhD in physical chemistry), and engineer at TRW in the 60s when started buying real estate in Southern California, when it was roughly the same price as any other part of the country. If you've ever seen those higher rise apartments 1/

Guess it was $GMS

CPI-adjusted billion dollar weather events since 1980.

Consolidation in legacy defense industry

$HEI estimates are usually too low

Stifel's take on the persistent discount in $HEI.A vs. $HEI shares - "That's just the way it is." Anyone have a clue why an equal voting interest in a family-led company with HEICO's background/track record is worth that much of a discount? Makes no sense to me.

Current EU Defense valuations vs. 2022

Sentiment check

FICO welcomes competition on a level playing field among credit score providers. We compete vigorously in every U.S. consumer credit market, and the FICO® Score is freely chosen by lenders, investors, and other market participants because it is trusted as the most predictive and

$FICO blog post claiming FICO Score 10T blows the doors off of VantageScore 4.0 fico.com/blogs/fico-sco…

RBC’s target list for $QXO

Tucker Carlson I am Nate Anderson, the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical interview. During my career, I helped expose numerous financial scams, including over a dozen Ponzi schemes and numerous instances of public companies lying to and