Friday, September 4, 2026

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EVC Update

EVC reported a solid second quarter and outlook.

QDEL · long

Quidelortho CORP

QuidelOrtho is presented as a long idea after falling to 52-week lows, with the thesis centered on misvaluation.

Publications we follow

Every publication on this site, hand-picked.

108 publications

Newsletters 91

X accounts we follow

Every account on this site, hand-picked.

69 accounts

Investor letters we follow

78 firms

Sectors

Ordered by how often our editor reaches for them.