Elevance Health: Bridging the Gap between Care and Coverage
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here.
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The second quarter earnings season is beginning to wind down and is shaping up to be another strong quarter in terms of growth.
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Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here.
F5’s (FFIV) Commitment to Customer Excellence in Technology
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here.
Marzetti's (MZTI) Record Streak Hits a Wall With Outbreak and Guidance Cut
On August 25, The Marzetti Company (NASDAQ:MZTI) closed out a fiscal year of records, even as reported quarterly sales slipped 2.2% to $465.0 million.
DICK'S Sporting Goods' (DKS) Foot Locker Integration Clouding Strong Core Results
On August 25, DICK'S Sporting Goods (NYSE:DKS) reported second-quarter results that told two very different stories under one roof.
Scotiabank (BNS) Just Blew Past Its Own Profit Target
On August 25, The Bank of Nova Scotia (NYSE:BNS) reported third-quarter results that hit a target management had been promising for the medium term, not the near term.
Hotchkis & Wiley Large Cap Fundamental Value Fund's Q2 2026 Investor Letter
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” Equity markets posted strong returns, with the Russell...
Is Consensus Cloud Solutions (CCSI) a Mispriced Legacy Tech with Hidden Appeal?
Summers Value Partners, a boutique investment firm, noted in its Q2 2026 investor update that The Summers Value Fund delivered strong results in the quarter, returning 41.7% net, outperforming the Russell...
Summers Value Partners’ Q2 2026 Investor Letter
Summers Value Partners, a boutique investment firm, noted in its Q2 2026 investor update that The Summers Value Fund delivered strong results in the quarter, returning 41.7% net, outperforming the Russell...
SelectQuote's (SLQT) Cash Flow Pitch Comes With A Shrinking Top Line
On August 25, SelectQuote (NASDAQ:SLQT) told investors that cash generation, not growth, is now the entire point of owning the stock.
Multiple Compression Pulls Back Shopify (SHOP) in Q2
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Fifth Avenue Growth Fund”. The letter can be downloaded here.
Coupang (CPNG) Shares Drop 7.7% on Softer Q2 Guidance
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Fifth Avenue Growth Fund”. The letter can be downloaded here.
Taiwan Semiconductor Manufacturing Company (TSM) Limited Continues to Deliver Stellar Financial Results
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Fifth Avenue Growth Fund”. The letter can be downloaded here.
Baron Fifth Avenue Growth Fund’s Q2 2026 Investor Letter
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Fifth Avenue Growth Fund”.
StoneX (SNEX) Doubled From Its Lows as Trading Activity Surged — Can the Growth Continue?
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Grand Canyon Education (LOPE): A Steady Cash-Generating Business Ignored in a Speculative Market
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
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add text! - [im-yf-promo] While we acknowledge the potential of XXXX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.
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add text! - [im-yf-promo] While we acknowledge the potential of XXXX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.
Speculative Rally Weighed on LeMaitre Vascular (LMAT)
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Here's What Pressured Atmus Filtration Technologies (ATMU) in Q2
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Warby Parker (WRBY) Faces a Reality Check After an Underwhelming Glasses Launch
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Riverwater Partners Bought Werner Enterprises (WERN) Before the Analyst Upgrade Cycle
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Riverwater Partners Is Betting on Oceaneering International (OII) as Offshore Energy Spending Recovers
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Riverwater Sees a Market Overreaction in Stevanato Group (STVN) After Oral GLP-1 Launches
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Kaiser Aluminum (KALU) Stays Ahead Even If Middle East Capacity Returns Faster
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
What Makes NetScout Systems (NTCT) an Undervalued Beneficiary of Digital Transformation?
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Liberty Capital Corp. (GLIBK): Reassessing Catalysts, Sentiment, and Governance
Brennan Asset Management recently released its Q2 2026 investor letter. The letter can be downloaded here.
Hennessy Equity and Income Fund Sold Equitable Holdings (EQH) Position Amid Inconsistent Earnings
Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here.
HealthEquity's (HQY) Health Savings Engine Hits A New Gear
HealthEquity (NASDAQ:HQY) posted second-quarter fiscal 2027 results on August 27, which pushed revenue growth to 8% year over year, up from the 7% pace set over the first half of the year, a rare acceleration...
Napco's (NSSC) Record Quarter Comes With A Costly Asterisk Attached
Napco Security Technologies (NASDAQ:NSSC) held its fiscal fourth quarter 2026 earnings call on August 24, and the numbers it reported were close to a best-case scenario in the company's own history.
Lantronix (LTRX) Turns A Drone Bet Into A Real Growth Engine
Lantronix (NASDAQ:LTRX) closed out fiscal 2026 looking like a different company than it was a year earlier.
Nvidia's (NVDA) Record Quarter Comes With A New Kind Of Bet
Nvidia Corp. (NASDAQ:NVDA) just posted a quarter that would make any other chipmaker blush.
Salesforce (CRM) Bets Its Next Chapter On An Unlikely AI Marriage
Salesforce (NYSE:CRM) spent its fiscal 2027 second quarter proving a point it has been arguing for months: that artificial intelligence is expanding its business rather than replacing it.
CrowdStrike's (CRWD) Blowout Quarter Comes With A Guidance Reality Check
CrowdStrike Holdings (NASDAQ:CRWD) just posted the best quarter in its history, and the numbers back that up.
UP Fintech's (TIGR) Record Quarter Comes With A Bigger Bill
UP Fintech (NASDAQ:TIGR) used its August 26 earnings call to report an all-time high in quarterly revenue and a full reversal of the prior quarter's loss.
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