This week has sucked. And it's only Tuesday!

There’s really no other way to say it. While the S&P 500 and Nasdaq have continued to print fresh all-time highs, day after day, my open positions have been quietly—and not so...

From a sleepy life sciences spin-off to a data-driven diagnostics powerhouse, Revvity $RVTY has spent the past two years rewriting its playbook. 

The $12.2B Diagnostics & Research stock has shed low-growth legacy lines, invested heavily...

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We’ve been pounding the table all year on international stocks, making the case that we’re in the early stages of a major outperformance cycle outside the U.S.It’s been one of the dominant investment themes...

I was talking with a trader friend this weekend who reads all our research. The first thing he said to me was, “what’s with all the catch-up trades?”

I thought it was a great question so I’m writing this note to answer it....

I’ve never really liked the term “trading.”

It sounds cheap. Fleeting. Like we’re all just passing little chips back and forth across the table, hoping we guess right. There’s no sense of purpose or direction in it. No long game. No value...