We believe Belden’s network infrastructure solutions will benefit from the growing trends of US reshoring and the focus on industrial automation. We view much of Belden’s smart infrastructure ...

Ladder Capital (LADR) is a rare 9% yield income opportunity with low leverage. Shares trade at a discount to intrinsic value. Read an analysis here.

ADP maintains a strong financial position as a highly profitable company with strong free cash flow capabilities and significant balance sheet flexibility. Its business has proved to be resilient, ...

The Trump administration will soon unleash their real bazooka. This is the biggest move from the Trump administration, and ...

Lemonade's Q1 2025 results highlight growth, improving margins, and strong AI-driven scaling. Click here to read my analysis ...