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This Week’s Earnings Split Open the Market’s Biggest Secret
Nike beats, McCormick holds, FactSet surges, and one quiet miss tells you exactly where to look next.
Apr 4
2
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13F Deep-Dive: The Superinvestor Tech Rotation Is Not What You Think
Everyone says smart money is fleeing tech. The Q4 2025 filings tell a more complicated story.
Mar 26
The Quality Discount: 5 Recession-Resistant Stocks the Market Is Mispricing
With private credit cracking and inflation sticky, here are five names with pricing power, strong FCF, and valuations that haven't caught up to their…
Mar 23
2
I Analyzed 82 Superinvestor Portfolios. Here's What They're All Buying.
Every quarter, the world’s best investors quietly file their 13-Fs.
Mar 8
1
The Membership Machine Runs At Full Speed: Costco's Q2 Earnings Show Digital Resilience and Pricing Power
Costco Beat on Both Earnings and Revenue, Yet Market Remains Skeptical
Mar 7
2
1
The AI Pivot Is Working. Wix Closes 2025 on a High Note.
Q4 revenue of $524M (+14% YoY), EPS of $1.81 crushing estimates by 23%, and Base44 hitting $100M ARR in nine months — Wix's AI bet is already paying…
Mar 5
Veeva's Vault Migration Is Working. The Numbers Just Proved It.
Q4 FY2026 beat across the board. Vault CRM momentum is accelerating. The $6B path to 2030 is on track.
Mar 5
Broadcom's AI Revenue Doubled. Then Hock Tan Said $100 Billion.
Q1 FY2026 beat across the board. But the CEO's 2027 forecast is what has Wall Street recalibrating.
Mar 5
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