Topics covered: Special purpose acquisition corporations (SPACs), Sell discipline strategy, Russell 2000 Value Index, M&A in smallcap, IT services space, Investing in cyclical companies, Hedge fund issues, Contrarian positioning
Topics covered: The reimbursement component, Orthopedics, Ophthalmic space, Marketing competition, M&A Activity, FDA approval trends, Drug coating use, Cell therapy, Biomaterials, Aging diseases and demographics
Topics covered: Texas market, Startups, Problem loans, MBA (Mortgage Brokers Association), M&A Activity, Deposit pricing pressures, Continued lending, Community banks, California real estate market, Balance sheet liquidity constraints
Topics covered: Russell 2500 Growth Index, Profit margin acceleration, p/e analysis, Macroeconomic conditions and expectations, Growth at a reasonable price (GARP), Geopolitical factors, Fixed Income, Engineering earnings figures, Central banks
Topics covered: Vehicle unit sales, Supplier earnings, Risk of bankruptcy, Legacy costs, Inventory levels, Increasing Competition, Growth in Asia, Factory closures, Diversifying revenue streams, Consumer spending
