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The IPO Market Thaw and the Return to Active Management
Jun 2, 2026
The long-dormant initial public offering market is officially thawing. The maker of the popular Claude AI chatbot is preparing a landmark public listing, a highly anticipated move poised to redefine W
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Weekly Playbook: Software Multiples and Capital Returns (TPR, INTU, AGYS)
May 17, 2026
With the Nasdaq and S&P 500 softer overnight amid a cautious, higher-for-longer macro backdrop, investors are filtering for execution quality and margin durability over top-line promises. This week’s
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Trump Targets Beef Prices as Packaged Food Margins Expand
May 12, 2026
President Donald Trump is moving to aggressively intervene in agricultural markets today, signing dual executive orders aimed at crushing record-high beef prices and rebuilding a U.S. cattle herd that
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