This article is sponsored by College Readiness Consulting! BWX Technologies (BWXT): The Most Defensive Industrial Stock for Inflation, Tariffs, and Rate Cuts Executive Summary BWX Technologies (NYSE: BWXT) is the sole manufacturer of naval nuclear reactors for the U.S. Navy, operating with highly specialized, long-term, and inflation-protected contracts. The company generates ~81% of its total […]
This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! SLM Corporation (NASDAQ: SLM) Stock Pitch: A High-Margin Countercyclical Winner for a Gradual Fed Pivot Executive Summary SLM Corporation, commonly known as Sallie Mae, is the largest private student loan lender in the U.S., commanding approximately 64% market share and accounting for nearly
This article is proudly sponsored by Texas Student Media! Datadog and Palo Alto Are Going Shopping—And They’re Not Bargain Hunting When $1 billion is your warm-up act, you know tech M&A is back in heat. In two separate but equally spicy headlines, two cybersecurity powerhouses are reportedly preparing to go on major spending sprees: Datadog (NASDAQ:
Datadog and Palo Alto Are Going Shopping—And They’re Not Bargain Hunting Read More »
This article is proudly sponsored by Lake Region State College! Buffett Says “Nope” to Railroad Merger Rumors—But the Tracks Are Still Getting Hot Warren Buffett isn’t buying a railroad this week. But someone probably is. In classic Buffett fashion, the Oracle of Omaha stepped in this morning to pour cold water on the latest round of
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This article is proudly sponsored by Lake Region State College! Labcorp Just Bought CHS’s Lab Biz for $195 Million—And It Might Be the Best Divorce of the Year Because nothing says “we need space” like handing over 13 states’ worth of lab operations for cold, hard cash. On July 22, 2025, Community Health Systems (NYSE: CYH)
This article is proudly sponsored by Texas Student Media! Jamie Dimon Once Called Bitcoin a Fraud. Now JPMorgan Might Lend Against It From “worthless” to “we’ll take it as collateral” in just eight short years. In a plot twist worthy of its own NFT collection, JPMorgan (NYSE: JPM) is reportedly preparing to offer crypto-backed loans—letting clients
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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