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The Thesis: Why $CX? We aren’t just buying a concrete company; we’re buying a disciplined, cash-generating machine that is pivoting […]

In the world of enterprise software, consistency is the ultimate currency. Zeta Global just proved it has plenty of it.

Reported: February 24, 2026 Lucid Group reported a complex Q4, characterized by a revenue beat but overshadowed by wider-than-expected losses.

Hindsight 50/50 Fund Update This week, we are excited to announce three strategic additions to the portfolio: Ondas Holdings (ONDS),

In a significant move for military modernization, the U.S. Marine Corps has awarded Kodiak AI, Inc. (Nasdaq: KDK) a contract

Weekly Update February 7, 2026 Fund Activity This week, we increased the following positions by adding additional shares to the

Venture Global Expansion News Louisiana LNG Export Capacity Update Project CP2 LNG (Phase 2) EPC Contractor Worley Field Services Total

Weekly Stock Recap: Jan 26 – Jan 31, 2026 Ticker Weekly Performance & News VG Resilient Outperformer. Remained steady at

Archer Aviation: Why the “Smart Money” is Finally Placing Their Bets The Wild West phase of flying cars is over.