This article is proudly sponsored by Texas Student Media! Primo Brands (PRMB): The Rate-Sensitive, Tariff-Proof Water Giant Set to Thrive in a Post-Merger, Fed-Cutting World Primo Brands (NYSE: PRMB) is a newly formed, large-scale bottled water and hydration company created through the 2024 merger of Primo Water and BlueTriton Brands. The combined entity owns top regional […]
This article is proudly sponsored by Lake Region State College! DOCU: The Tariff-Proof, Debt-Free, Digital Enabler Set to Ride the Next Macro Wave Company: Docusign Inc. (NASDAQ: DOCU) Rating: BUY Original Thesis Date: June 2025 In a market full of levered tech zombies and global supply chain noise, Docusign is a rare SaaS survivor with no
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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Why IEF Is a Smart Bond Play Ahead of 2025 Rate Cuts Executive Summary As investors brace for a potential shift in Federal Reserve policy in late 2025 or early 2026, attention is turning to duration-sensitive assets. Among them, the iShares 7–10 Year
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This article is sponsored by College Readiness Consulting! Paramount–Skydance Deal: Why This Merger Is Still More Likely to Close Than You Think Executive Summary The proposed acquisition of Paramount Global (NASDAQ: PARA) by Skydance Media, backed by RedBird Capital and the Ellison family, has emerged as one of the most intriguing media M&A plays of
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This article is proudly sponsored by Texas Student Media! Why a Union Pacific–CSX or NSC Merger Might Actually Go Through Union Pacific (NYSE: UNP) is reportedly shopping for a mega-merger. The sensible suspects? CSX (NASDAQ: CSX) and Norfolk Southern (NYSE: NSC). At first glance, this feels like a regulatory suicide mission—because nothing says “please investigate me”
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This article is sponsored by College Readiness Consulting! America Movil Stock: High Cash Flow, FX Tailwinds, and EM Telecom Dominance (NYSE: AMX) America Movil (NYSE: AMX) is the largest telecommunications provider in Latin America, with operations spanning over 20 countries and more than 300mn wireless subscribers across Mexico, Brazil, Colombia, Argentina, and other major regional
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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Why Matt Halbower Is Betting Big on Fannie and Freddie—But Not Like Ackman Matt Halbower, founder of event-driven hedge fund Pentwater Capital, is on a heater. He nailed the Twitter merger. He nailed the Nippon–U.S. Steel deal. And now he’s going for the
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This article is proudly sponsored by Lake Region State College! Elevance Health Just Took Its Medicine—And It Tastes Like $30 EPS Doctor’s Orders: Lower Your Expectations Elevance Health (NYSE: ELV) just dropped a prescription for the market, and it reads: “Reduced EPS. Take with a glass of Carelon and some Medicaid rate alignment. Side effects may
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This article is proudly sponsored by Texas Student Media! If Coca-Cola Went Full Cane Sugar, Here’s What Would Actually Happen The Scenario: Goodbye HFCS, Hello Cane Sugar? Let’s say Coca-Cola wakes up tomorrow, acquiesces to President Trump, and announces: “We’re dropping high-fructose corn syrup and going 100% real cane sugar in the U.S. and Canada.” Consumers
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This article is sponsored by College Readiness Consulting! Who Pulled $52 Billion from BlackRock—and Why It Might Matter More Than You Think BlackRock (NYSE: BLK) just reported another record-breaking quarter. Revenue? Up 13%. Earnings? $12.05 per share. Assets under management? A chill $12.5 trillion. But buried inside the press release, like a footnote in a
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