John Paulson’s Q1 2026 13F portfolio decreased to ~$3.11B, concentrated in nine securities, with the top five making up ~87%.
Compare 12%-yielding tech lenders HTGC vs. TRIN at 1.3x NAV—pros, cons, and which fits your portfolio. Click to read more.
Unlike traditional mutual funds or ETFs, secondary market CEFs routinely decouple from true book values. Here's what you need ...
Neocloud stocks after the sell-off: see why analysts favor Applied Digital (APLD) and Nebius (NBIS). Read more here.
COPX is 23% below highs despite strong copper. Explore why miners lag, key risks (China, inventories) and electrification ...
Axon Q1 beats and raises 2025 revenue growth to 30–32%, but weak FCF and cash conversion risks persist. Click to read more ...
Guardant Health has delivered exceptional growth, with revenue up 48% YoY and its Shield screening segment surging 633% YoY.
Healthcare systems are facing rising operating pressure, thinner margins, and a harder question about how to manage liquidity ...
Howmet Aerospace (HWM) lifts guidance on 19% growth and record margins, but valuation is stretched at 55x. Read here for a ...
Isabella Bank missed Q2 2026 EPS, marking the third consecutive earnings miss and highlighting ongoing growth challenges.
Explore key fixed-income trends—possible rate hikes, narrowing credit spreads, and rising senior loan yields—and ETF ideas.
Crocs is fairly valued at $125, with stable operations, high gross margins, and international expansion driving future growth ...