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Curtiss-Wright: The Defense Contractor That Doesn’t Brag (But Bills Like a Boss)

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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Curtiss-Wright: The Defense Contractor That Doesn’t Brag (But Bills Like a Boss) From Dogfights to Data Feeds: A Company Older Than Your Grandpa’s Grandpa Curtiss-Wright was literally born from the Wright brothers and Glenn Curtiss—aviation royalty. Today, it’s a publicly traded engineering juggernaut […]

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Baxter International: From Medtech Marvel to Margin Mishap — Can It Bounce Back?

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This article is proudly sponsored by Lake Region State College! Baxter International: From Medtech Marvel to Margin Mishap — Can It Bounce Back? Subtitle: BAX stock is down 73%, its EPS just missed (again), and investors are asking: “Is this a turnaround… or a trap?” If you bought Baxter stock five years ago thinking you were

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Why Harley-Davidson Just Sold $5 Billion of Loans (and What KKR and PIMCO Just Bought Into)

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This article is sponsored by College Readiness Consulting! Why Harley-Davidson Just Sold $5 Billion of Loans (and What KKR and PIMCO Just Bought Into) This Isn’t Your Dad’s Motorcycle Loan Business Harley-Davidson (NYSE: HOG) just handed over more than $5 billion worth of motorcycle loans—and it’s not a crisis, it’s a strategy. In a move

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Dan Loeb Just Endorsed Pizza at the Pump: Why He’s Bullish on Casey’s General Stores (NASDAQ: CASY)

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This article is proudly sponsored by Texas Student Media! Dan Loeb Just Endorsed Pizza at the Pump: Why He’s Bullish on Casey’s General Stores (NASDAQ: CASY) Casey’s General Stores: The Only Gas Station Where Hedge Fund Managers Grab Pizza If you’ve ever road-tripped through the Midwest and ended up at a clean-looking gas station with a

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Why Establishment Labs (NASDAQ: ESTA) Is a Poised Winner in the Global Rotation Toward Emerging Markets

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This article is proudly sponsored by Texas Student Media! Why Establishment Labs (NASDAQ: ESTA) Is a Poised Winner in the Global Rotation Toward Emerging Markets Ticker: Establishment Labs Holdings Inc. (NASDAQ: ESTA)Rating: BUYThesis Date: July 2025 Establishment Labs might be known as a medtech company specializing in breast implants—but under the surface, it’s a textbook macroeconomic

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The Fed Hit Pause Again—But Two Dissenters Just Flashed the First Real Signal of a Pivot

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This article is proudly sponsored by Lake Region State College! The Fed Hit Pause Again—But Two Dissenters Just Flashed the First Real Signal of a Pivot The Federal Reserve Just Blinked—Kind Of For the seventh straight meeting, the Federal Reserve left its benchmark interest rate unchanged at 4.25%–4.50%. On paper? Yawn. In reality? The first real

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Palo Alto Networks (NASDAQ: PANW) to Acquire CyberArk (NASDAQ: CYBR) for $25B: Identity Security Just Got Real

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This article is proudly sponsored by Texas Student Media! Palo Alto Networks (NASDAQ: PANW) to Acquire CyberArk (NASDAQ: CYBR) for $25B: Identity Security Just Got Real Palo Alto Networks Just Spent $25 Billion to Find Out Who You Are (and Keep You Safe) In a move that just made the cybersecurity world spit out its coffee,

Palo Alto Networks (NASDAQ: PANW) to Acquire CyberArk (NASDAQ: CYBR) for $25B: Identity Security Just Got Real Read More »

Martin Marietta Materials (NYSE: MLM): The Rock-Solid Industrial You’ve Been Sleeping On

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This article is proudly sponsored by Lake Region State College! Martin Marietta Materials (NYSE: MLM): The Rock-Solid Industrial You’ve Been Sleeping On Executive Summary Martin Marietta Materials (NYSE: MLM) is the second-largest construction materials company in the U.S., with ≈20.5% market share—just behind Vulcan Materials. MLM manufactures and sells aggregates (~80% of revenue), cement (~10%), and

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Retail Data Sends A Warning: Why the Market Feels Great (Until It Doesn’t)

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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Retail Data Sends A Warning: Why the Market Feels Great (Until It Doesn’t) The Market Is Partying Like It’s 1999 The S&P 500 just notched 6,388.64, another record high in a rally that feels like it’s fueled by Red Bull, tech earnings, and

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Freeport-McMoRan (NYSE: FCX): The Gold-Copper Power Play Hiding in Plain Sight

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This article is proudly sponsored by Texas Student Media! Freeport-McMoRan (NYSE: FCX): The Gold-Copper Power Play Hiding in Plain Sight Executive Summary: What if you could inflation-proof your portfolio and bet on the next infrastructure supercycle—all in one stock?Freeport-McMoRan (FCX) says: “Hold my pickaxe.” FCX is a global mining powerhouse with a one-two punch: gold for

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