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Positive Competition for the Weight-Loss Drug Market

Demand for GLP-1s is breeding innovation at breakneck speed...

Securities Analyzed
  • HIMS
The Multibillion-Dollar Business of Losing

GLP-1 drugs are driving a seismic shift in health care...

Securities Analyzed
  • LLY
There's No Match for U.S. Innovation

Our economy will continue to dominate for years to come.

The Antidote to Our Least-Favorite Acronym

While this framework was designed for war, it's also a powerful weapon in the battle against misleading GAAP metrics...

Securities Analyzed
  • INTC
Ford's EV Gamble Isn't Looking Too Hot

With consumers pulling back on big-ticket purchases, this heavy investment could turn into a heavy burden...

Securities Analyzed
  • F
This Fast-Food Giant Is Ready for a New Playbook

Wendy's has been unsuccessfully playing catch-up with its peers since the Great Recession...

Securities Analyzed
  • MCD
  • PEP
  • WEN
The Asset-Manager Arms Race Is Heating Up

Despite being a leader in many asset classes, BlackRock has fallen behind in private credit...

Securities Analyzed
  • BLK
Japan Is Signaling a Strong Return

We've seen a serious shift in the way Japanese companies think about governance...

Never Underestimate a Good Acquisition

Having a good product and an invaluable sales pipeline is a great combination...

Securities Analyzed
  • DHR
How to Satisfy Big Tech's Energy Craving

This is one of the best ways to produce enough energy to power the AI race...