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TWLO: The AI Messaging Backbone Built for Rate Cuts, Real Profits, and Macro Repricing

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This article is proudly sponsored by Lake Region State College! TWLO: The AI Messaging Backbone Built for Rate Cuts, Real Profits, and Macro Repricing Company: Twilio Inc. (NYSE: TWLO) Rating : BUY Original Thesis Date: June 2025 Everyone’s chasing shiny new AI names–that’s why I am largely doing the opposite. Meanwhile, Twilio is powering the messages […]

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YUM & CAH: Inflation’s Worst Enemies (And Your Portfolio’s Best Friends)

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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! YUM & CAH: Inflation’s Worst Enemies (And Your Portfolio’s Best Friends) Because burritos and Band-Aids don’t care about CPI prints. You’ve heard the market say “Inflation is sticky.” Fine. So let’s stick it right back—by owning companies that literally profit when prices go

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Would a Cintas-UniFirst Merger Have Passed Antitrust Review? A Legal and Economic Analysis of Horizontal Consolidation in the Uniform Rental Industry

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This article is sponsored by College Readiness Consulting! Would a Cintas-UniFirst Merger Have Passed Antitrust Review? A Legal and Economic Analysis of Horizontal Consolidation in the Uniform Rental Industry Abstract In 2023, merger discussions between Cintas Corporation and UniFirst Corporation reportedly stalled due to valuation disagreements. However, had the deal advanced, it would have triggered

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Workday (NASDAQ: WDAY) Has a Midlife Crisis—Here’s How to Snap Out of It

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This article is sponsored by College Readiness Consulting! Workday (NASDAQ: WDAY) Has a Midlife Crisis—Here’s How to Snap Out of It Workday used to be the cool SaaS kid on the HR block—helping Fortune 500 giants ditch clunky Oracle setups and finally run payroll without crashing the server. But in 2024 and 2025, it’s been…

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Wynn vs. Sands: Two Casino Titans, Two Very Different Bets

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This article is proudly sponsored by Lake Region State College! Wynn vs. Sands: Two Casino Titans, Two Very Different Bets Wynn Resorts (NASDAQ: WYNN) and Las Vegas Sands (NYSE: LVS) may both glitter under the casino lights, but their business models are actually fairly different. One is a high-roller’s paradise steeped in luxury; the other is

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What’s Really Inside a CapMetro Bus? These Public Companies Are Driving It

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This article is proudly sponsored by Texas Student Media! What’s Really Inside a CapMetro Bus? These Public Companies Are Driving It Why This Matters CapMetro (Austin’s transit authority) buses aren’t just public transportation—they’re rolling portfolios of industrial-grade technology, quietly powered by companies you can buy stock in. A lot of you won’t actually care too much

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FLEX: The Unsung Hero of the Rate Cut Rally

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This article is proudly sponsored by Lake Region State College! FLEX: The Unsung Hero of the Rate Cut Rally Once Upon a Rate Cut…Imagine a stock that doesn’t scream “tech,” “industrial,” or “AI”—but is quietly connected to all three. That’s Flex Ltd. (NASDAQ: FLEX). Headquartered in Austin, TX and operating in over 30 countries, FLEX is

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Teladoc: The Uber of Healthcare. Unfortunately.

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This article is sponsored by College Readiness Consulting! Teladoc: The Uber of Healthcare. Unfortunately. Why scaling loss-making telemedicine has been the best way to vaporize capital since WeWork. Once Upon a Time, Teladoc Was the Future In the early 2020s, Teladoc Health (NYSE: TDOC) looked like it had hacked the healthcare matrix. COVID lockdowns made

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The Founding Story of Sherwin-Williams: How Two Paint Guys Covered the Country in Color

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This article is proudly sponsored by Texas Student Media! The Founding Story of Sherwin-Williams: How Two Paint Guys Covered the Country in Color Before Sherwin-Williams became an $85 billion industrial paint powerhouse with over 5,000 stores worldwide, it was—quite literally—just two guys mixing paint in a barrel in Cleveland. There were no tech accelerators. No private

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The Stock Market’s Most Forgettable Stars: A Roast of Wall Street’s Background Characters

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This article is sponsored by College Readiness Consulting! The Stock Market’s Most Forgettable Stars: A Roast of Wall Street’s Background Characters Not every stock can be Nvidia. Some are destined for greatness. Others? They’re just… there. Publicly traded, technically operating, but emotionally invisible. They’re the stocks you forget you own. The ones your portfolio lets

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