This article is sponsored by College Readiness Consulting! Inside Heard Capital’s High-Conviction Portfolio: The 10 Stocks William Heard Is Betting Big On Some hedge funds chase hype. Others compound capital based on fundamentals and focus on the bottom-up. Heard Capital is firmly in the second camp. William Heard’s most recently filed Q1 2025 13F reveals […]
This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Why Dover (DOV) Is a Top Industrial Stock to Buy for a Gradual Fed Rate Cut Cycle As the Federal Reserve slowly begins preparing to shift into a rate-cutting cycle—likely gradual, data-dependent, and carefully telegraphed, so could be delayed given that all of
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This article is proudly sponsored by Texas Student Media! Figma IPO: Why FIG Is the Most Colorful Tech Debut of 2025 The Big Reveal: Figma Files to Go Public Design mega-tool Figma just dropped its S‑1 with the SEC, officially filing for an IPO on the NYSE under the ticker FIG. The document doesn’t lock in
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This article is proudly sponsored by Lake Region State College! Why Maverick Capital Just Bought Merit Medical (MMSI): A Hidden Winner for 2026 Rate Cuts When Lee Ainslie’s Maverick Capital—a $7B+ long/short hedge fund known for sharp fundamental bets— initiated a brand-new position in Merit Medical Systems (NASDAQ: MMSI) during Q1 2025, it personally raised more
This article is sponsored by College Readiness Consulting! Why UnitedHealth Is Still More Likely Than Not to Close the Amedisys Deal Amedisys (NASDAQ: AMED) investors are panicking again. A proposed 6.4% Medicare cut for 2026. A DOJ lawsuit. And headlines hinting that UnitedHealth (NYSE: UNH) might walk. But here’s my view: This deal is still
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This article is proudly sponsored by Lake Region State College! Eastman Chemical (EMN) Is a Sneaky-Good Rate Cut Play — Here’s Why As Wall Street plays musical chairs with every whisper from Jerome Powell, smart investors are scanning for more than just the usual suspects in a rate-cut environment. Everyone’s talking about banks, REITs, and tech.
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This article is proudly sponsored by Texas Student Media! Are Cargill, Mars, or Koch Industries Monopolies? A Deep Dive into Legal Reality, Market Power & Antitrust Cases What Is a Monopoly—Legally? In the U.S., a monopoly isn’t just about size or dominance—it’s a precise legal standard under Sherman Act §2, requiring: Monopoly power in a clearly
This article is sponsored by College Readiness Consulting! AO Smith: The Boring Rate Cut Winner Hiding in Your Basement When you think of rate cut winners, your mind probably jumps to Big Tech or real estate. But what about water heaters? Enter AO Smith (NYSE: AOS) — the dividend-paying, free-cash-flow-gushing, shockingly durable company that proves
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This article is proudly sponsored by Texas Student Media! UnitedHealth (UNH) Stock Hits 5-Year Low Amid Medicare Fraud Probe—Buying Opportunity or Red Flag? UnitedHealth Group (NYSE: UNH) is the largest health insurance and healthcare services company in the U.S., blending a dominant risk-bearing health plan (UnitedHealthcare) with a highly diversified healthcare services platform (Optum). As of
This article is proudly sponsored by Lake Region State College! Is Burger King a Money-Laundering Front? (Just Kidding… Unless?) Every time I pull up near a Burger King, it’s completely dead. Yet somehow, it survives. Let’s investigate. Burger King: The Great American Mirage? Here’s a serious question that deserves an unserious amount of attention: Why is
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