Despite the recent pullback, I'm doubling down on Credo Technology. It's an overlooked but critical backbone of the AI ...
Opendoor stock still trades 80% off its all-time high set in early 2021. It has a new CEO who's changing the company's model. The real estate market is still under intense pressure. In 2025, Opendoor ...
This medtech stock has already been a 12-bagger over the past decade. It has built a leading position in its niche, helped in part by tuck-in acquisitions. Its largest business line serves an industry ...
D-Wave Quantum is among the few companies successfully commercializing quantum annealing technology. The company’s Advantage2 platform is gaining commercial traction. With more than 100 ...
Baron Capital, an investment Management Company, released its fourth quarter 2025 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund returned 4.63% ...