Palantir Technologies Inc.'s advanced data mapping and AI solutions give it a strong moat and impressive profitability, but its valuation is significantly stretched versus peers. The company's modular ...

In an increasingly fragmented and complex global economy, the traditional approach of capital allocation—dividing assets across equities, bonds and alternatives—is no longer sufficient to meet the ...

Investors are trained to obsess over earnings. Beats and misses dominate headlines, drive short-term price moves, and anchor most conversations around stocks. That framework worked when liquidity was ...

I'm upgrading InMode to Buy due to improved capital allocation, including significant share buybacks and the potential for record dividends. Despite a 20% revenue decline in 2024, InMode remains a ...