Monty Rakusen Thesis Jabil Inc. (NYSE:JBL) has been making significant gains in market share and consistently expanding its revenue and profit margins. This success can be attributed to key partnerships with companies like Tesla in […]
Joe Raedle Investment thesis Our current investment thesis is: SWK is a high-quality business, with a strong portfolio of brands, a reputation for quality and durability, a diversified revenue profile, and a strong capital allocation […]
simonkr/iStock via Getty Images “I believe in analysis and not forecasting.” – Nicolas Darvas Through September the economy remains solid, but there are formidable headwinds in the months ahead. Currently with the funds rate at […]
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