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Mitigating SMID-Cap Risk With a Quality-First Approach

Brian T. Kute

Published August 13, 2026 in Investing Strategies: Mid Cap and Smid Cap

Companies covered: NVT CRL AVY UMBF

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Snowflake Sits at the Center of Enterprise AI

Sonu Chawla

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Waste Connections, Rocket Mortgage Offer a Different Way to Play AI

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Donald Easley

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Investing Strategies: Mid Cap and Smid Cap

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Retail, E-Commerce, Fintech and Payments

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Topics covered: Retail, E-Commerce, Fintech and Payments

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ESG & Sustainable Investing Strategies

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Topics covered: ESG & Sustainable Investing Strategies

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CEO INTERVIEWS
Interview with the CEO: Tradeweb Markets Inc. (NASDAQ:TW)
Interview with the CEO: Expensify Inc. (NASDAQ:EXFY)
Interview with the President, CEO and Vice Chairman: WaFd Inc. (NASDAQ:WAFD)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
Mitigating SMID-Cap Risk With a Quality-First Approach
Snowflake Sits at the Center of Enterprise AI
Waste Connections, Rocket Mortgage Offer a Different Way to Play AI
ANALYST INTERVIEWS
American Express Growth Holds Up Despite AI Fears
Dick’s Sporting Goods Rides Tailwinds From Sports and Collectibles
Improving Execution and Merchandising Position Target for Growth
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