Artisan Partners Asset Management: 10% Yield Is Attractive
Artisan Partners, APAM, pairs a 10% yield with 9% revenue and AUM growth, though a pending $6 billion global value outflow threatens fee…
Sorrento Research Today
Wednesday, September 16, 2026
Everything we published on this day.
5 stories
Sorrento Research kab60 on X
Mkt shitting on $JKHY as investor day outlines more core wins but pretty much more-of-the-sale growth going forward (HSD)... bullish imo, much higher growth would challenge sticky nature (don't like valuation though) $FISV $FIS
Tencent Music: The Market Is Pricing In Too Much Weakness
LL Insights 
BKV Corporation: Existing Power Assets Support A More Durable Growth Story
Capital Connoisseur 
Borr Drilling: Jackup Market Recovery Pure Play With Substantial Upside, Maintain Buy
Borr Drilling expects rising jackup demand and a 2028 earnings inflection after refinancing debt on improved terms.
Henrik Alex 