Dear Partners, We had a good year in 2025, however we were severely hamstrung by InteractiveBrokers' move to limit Americans…
Just ahead of Christmas, the US Inland Revenue Service dropped a bunch of proposed changes to Section 892 of the…
BlackSky Technology (NYSE:BKSY) is a geospatial intelligence company which uses both hardware and software analytics…
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By Nick Getaz, CFA, Portfolio Manager, Research Analyst, Franklin Equity Group; Amritha Kasturirangan, Portfolio Manager,…
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The Thesis Given the changes around data privacy, I don't see the Meta Platforms, Inc.…
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A Quick Take On Phreesia Phreesia, Inc. (NYSE:PHR) provides healthcare IT software to streamline patient…
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Introduction I have written about Modine Manufacturing Company (NYSE:MOD) before - the first and last…
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Danske Bank A/S (DNSKF) is currently trading at a much lower valuation than its Nordic…
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Introduction Novavax (NASDAQ:NVAX), a biotechnology company, specializes in creating innovative vaccines against serious infectious diseases…
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It's been just shy of eight months since I sold my Landstar System, Inc. (NASDAQ:LSTR)…
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