Quest concentration risk, Atkins decline, weak FY2026 guidance, and margin pressure in a commoditized market. Read the full analysis here.
I recommend NOW shares at current levels, expecting sustained 20%+ revenue growth, mid-30% free cash flow margins, and ...
We are now in one of those periods, which obliges the United States to rethink its role in the world, just as it was forced to do by the cataclysmic changes that followed the end of the Second World ...
For mid-market B2B firms, sector strategy is no longer optional. Larger competitors have more resources; boutiques have ...
There’s a key factor limiting the power of a potential Democratic surge next year: the number of seats that are realistically competitive. Even as this year’s election results have left many in the ...
Mr. Grandin is a professor of history at Yale. One wonders what goes on in the minds of the architects of President Trump’s foreign policy. It seems as if they have all taken time to study the classic ...
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