Here’s Headwaters Capital Management’s Investment Thesis for Driven Brands (DRVN)

Headwaters Capital Management, an investment management company, released its third-quarter 2025 investor letter. A copy of ...

Headwaters Capital Management Sold Bentley Systems (BSY) by Capturing the M&A Premium

Headwaters Capital Management, an investment management company, released its third-quarter 2025 investor letter. A copy of ...

Here’s What Happened to Inspire Medical (INSP) in Q3

Headwaters Capital Management, an investment management company, released its third-quarter 2025 investor letter. A copy of ...

Robust Booking Growth Boosted Medpace Holdings (MEDP) in Q3

Headwaters Capital Management, an investment management company, released its third-quarter 2025 investor letter. A copy of ...

Jim Cramer Discusses Reports Of Oracle’s (ORCL) Depressed Free Cash Flow

Oracle Corporation (NYSE:ORCL) is one of the most pivotal AI stocks due to its role in the enterprise computing ecosystem.

Analyst Says IBM (IBM) a ‘Quiet Way’ to Play AI, Quantum

Steven Grasso, the CEO of Grasso Global, said in a recent program on CNBC that he likes IBM. Here is what the analyst said: ...

Analyst After Advanced Micro Devices (AMD)-OpenAI Deal: ‘Where’s This Capital Coming From?’

Joseph Terranova, Senior Managing Director, Virtus Investment Partners, recently discussed Advanced Micro Devices Inc (NASDAQ ...

Do You Believe in the Earnings Potential of Ultra Clean Holdings (UCTT)?

Rewey Asset Management, an investment management company, released its “RAM Smid Composite” third-quarter 2025 investor ...

Here’s Why Kyndryl (KD) Traded Down in Q3

Rewey Asset Management, an investment management company, released its “RAM Smid Composite” third-quarter 2025 investor ...