Arista's growth remains promising with strong contract wins, AI/data center monetization, and a robust balance sheet. Learn ...

Munot has long been a proponent of sensible investing, championing the integration of environmental, social and governance factors into his holistic investment thesis. He has been at the forefront ...

President and CEO of Centerra, Paul Tomory, commented, "We are pleased to support Thesis with this strategic investment. Thesis' recent Preliminary Economic Assessment, resource update ...

In 2024, venture capitalists invested more than $200 billion into U.S. startups. On average, these VCs earn around a 12% return on their investments—but 95% of those returns are earned by just 5 ...

In a post on X, the hedge fund manager pointed to several factors he believes make Hertz an attractive investment: "We believe that a combination of: (1) an improving industry structure and more ...

Nightview Capital, an investment management company that concentrates ... DE) based on a simple thesis: the 185-year-old company is evolving from a machinery manufacturer into a technology leader ...

This astonishing turn of events has led some investors to rethink everything they know about Bitcoin, including the famous "Bitcoin Cycle" investment thesis that claims to predict the next move of ...

Many investors use this Bitcoin Cycle investment thesis to predict where the price of Bitcoin is headed next. Recent events may have altered the traditional Bitcoin Cycle, so investors should ...

RGA Investment Advisors, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here. At first glance, 2024 seemed to be another ...