New Trade for August 17th, 2026
Samsara (IOT): AI-Powered Fleet Management Has a Long Runway for Growth
Artificial intelligence is transforming far more than chatbots and data centers. We believe Samsara...
New Trade for August 11st, 2026
Jabil (JBL): AI Infrastructure Spending Could Fuel the Next Phase of Growth
We continue to look for companies that benefit from the artificial intelligence boom...
Three AI Stocks Worth Watching After Recent Leverage-Driven Selling
The recent AI stock meltdown had nothing to do with fundamentals. It was margin-driven selling forced by specific events: South Korean investors facing massive...
Energy Hedge Strategies in a Tight Supply Market
The Strait of Hormuz is blocked. Jet fuel, diesel, and petroleum inventories are approaching crisis levels. Oil prices have spiked on geopolitical tensions that...
Three Overlooked Small-Caps the Market Is Missing
The broad market is expensive, driven by concentration in a handful of high-flying technology stocks. Value investors have been suffering as these hot companies...








