“Billy this is a large-cap software company used by 90% of the Fortune 500, trading at 15x earnings, with mid-teens...
Jay Peters, CFA®
Articles by: Jay Peters, CFA®
Livin’ on a Prayer
This week, we are revisiting the small and mid-cap U.S. equity segment, dissecting recent performance trends and...
Field of AI Dreams
AI’s Impact on Markets, Adoption Trends, Hyperscaler Capex, and the Path to Return on Investment “If you build it, he...
Dancing in the Dark: Our Thoughts on U.S. Equity Q1 Earnings Season & Management Guidance
“You Can’t Start the Fire without a Spark” Bruce Springsteen, Dancing in the Dark U.S. equity markets churned...
Light My Fire: U.S. Equity Third Quarter Earnings Preview
The time to hesitate is through “Light My Fire” – The Doors As equity markets enter the final quarter of 2024,...
When (Will) I Come Around: Our Thoughts on U.S. Small & Mid Cap Equities
Well, I heard it all before, so don't knock down my door I'm a loser and a user so I don't need no accuser To try and...