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Salesforce (NYSE:CRM) has been among the tech giants that integrated AI into its business model, specifically within its customer relationship management software….

By Charles Hamieh, Shane Hurst, Nick Langley, & Simon Ong Utilities Fundamentals Intact as Market Risks Rise Market Overview General equities as…

By Brian Angerame, Aram Green, Matthew Lilling, CFA, & Jeffrey Russell, CFA Market Overview and Outlook The third quarter was marked by…

On our last work on Bank of America (NYSE:BAC) we focused on the fact that margins were past their peak. These margins…

Last weekend’s article was titled “Make or Break,” and based on this week’s performance, the S&P 500 (SPY) is taking the latter…

I have been negative all year on Curaleaf (OTCPK:CURLF). Most recently, ahead of the potential rescheduling, I predicted that it could break…

Ares Capital (NASDAQ:ARCC) is a leading business development company or BDC. Its market cap of $10.5B gives it a significant scale and…

Investment Thesis United Therapeutics Corporation (NASDAQ:UTHR) has been in a long-term uptrend since 2019, making higher highs and higher lows. The stock…

*April 1st – Dec 31st, 2016 The compounded performance figures represent all realized and unrealized losses and gains in the firm’s brokerage…

Investment Thesis The last time I wrote about Netflix, I mentioned how the actors’ and writers’ strikes were unlikely to have an…