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What Centene Should Do With Its Portfolio After the 40% Stock Crash

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This article is proudly sponsored by Texas Student Media! What Centene Should Do With Its Portfolio After the 40% Stock Crash Executive Summary: Centene (NYSE: CNC) just suffered a catastrophic 40% drop in its stock after pulling 2025 guidance due to weaker ACA enrollments and sicker-than-expected members, which slashed $1.8B from its outlook. This isn’t a […]

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Viking Global’s Q1 2025 Portfolio: A Tactical Bet on the Fed’s Next Move

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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Viking Global’s Q1 2025 Portfolio: A Tactical Bet on the Fed’s Next Move What do you do when you think Jerome Powell is about to blink? If you’re Viking Global, you load up on banks, buy into biotech, double down on AI, and

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Amazon’s Earnings Beat Expectations—But the Forecast? Not So Prime.

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This article is proudly sponsored by Lake Region State College! Amazon’s Quarter Was a Feast. But the Outlook? A Bit Undercooked. Amazon (NASDAQ: AMZN) just dropped a Q2 earnings report that looked like a victory lap—until it tripped over its own guidance and faceplanted on Wall Street’s expectations. Let’s set the table: Earnings per share? $1.68

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Why FICO Stock Went Absolutely Nuts—And Why It’s Catching Its Breath in 2025

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This article is sponsored by College Readiness Consulting! Why FICO Stock Went Absolutely Nuts—And Why It’s Catching Its Breath in 2025 Let’s talk about the company that basically decides your financial worth in three digits — and why Wall Street couldn’t get enough of it during the recent inflation years. I’m talking about FICO (Fair

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Allison Transmission (ALSN): A High-Quality Industrial Stock Poised to Benefit from Fed Rate Cuts

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This article is proudly sponsored by Texas Student Media! Allison Transmission (ALSN): A High-Quality Industrial Stock Poised to Benefit from Fed Rate Cuts As the Federal Reserve prepares to begin a gradual rate-cutting cycle in late 2025, early 2026, most investors are looking to housing, consumer cyclicals, or long-duration tech. But one of the most underappreciated

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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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