American Tower (AMT) buy outlook: stable cash flows, raised 2025 guidance, and growth in towers, data centers & emerging ...

Upslope Capital's Q4 2025 letter details new positions in Booz Allen Hamilton and Crown Holdings amid shifting macro ...

Upslope Capital delivered a 14.8% net return in FY 2025, significantly outperforming the S&P Midcap 400 with reduced ...

VICI Properties (VICI) upgraded to Strong Buy: attractive yield, near-valuation lows, record revenues & guidance raise. Read ...

Agentforce ARR up 330% YoY, low forward P/E, and strong RPO signal AI-driven upside. Read here for more on CRM stock.

Acuity Brands (AYI) remains a buy as software-led revenue surges and FCF strengthens. Read here for a detailed investment ...

Nuveen JPC fund: 9% yield from investment‑grade preferreds; leverage adds rate/cycle risk. Read here for a detailed ...

TPG Inc. shares continue to trade at an attractive valuation relative to the broader market. Click here to read why TPG stock ...

Trump’s proposed 10% credit card APR cap is repricing issuers and networks. The market’s reaction is driven by political risk ...

J.B. Hunt has preserved EBITDA margins and free cash flow despite multiyear sector headwinds. Read why JBHT stock is a Hold.

The December inflation data was weaker than anticipated and confirms that tariffs are not having the immediate impact on ...

Fiduciary Management, Inc. notes that high-tech concentration and speculative behavior dominated 2025 returns despite ...