Friday, September 4, 2026

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EVC Update

EVC reported a solid second quarter and outlook.

ADBE · long

Adobe INC

Adobe's dual network effects and platform entrenchment make AI fears a buying opportunity for the software compounder.

Tis The (Earnings) Season

Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…

Why I bought FTAI Aviation

FTAI Aviation’s engine exchange model, owned fleet and Chromalloy PMA partnership target lower-cost CFM56 and V2500 maintenance while…

(MGGA) Make Guns Great Again

Ruger trades at a $468 million enterprise value, about 7 times normalized free cash flow, with $101 million cash and no debt as gun demand…

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