Letters by company

National Research Corporation

1 letter discussing NRCIA. Everything written about it on this site is on its ticker page.

Long Cast Advisers 1Q26 Long Cast added to National Research Corporation and Cross Country Healthcare, then took gains in Cross Country Healthcare after its acquisition announcement. It exited Enovix, Richardson Electronics and Crawford United, while arguing that Matrix Service, Pro-Dex and Mama’s Creations have operational catalysts. The manager views Research Solutions as an AI-enabled information-services business rather than an AI casualty. 1Q26 MAMA $623MMTRX $259MPDEX $196M