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Industry Sector Reports $175

Collection of timely interviews for different industries. Most recent reports:

Investing Strategies: Mid Cap and Smid Cap

Published August 13, 2026

Topics covered: Investing Strategies: Mid Cap and Smid Cap

Companies covered:

NYSE:LRN NYSE:FOUR NASDAQ:LNTH NASDAQ:CECO NASDAQ:MTSI NASDAQ:WAY NASDAQ:JKHY NYSE:TDY NASDAQ:VERX NYSE:MOD NYSE:GNRC NYSE:CAT NYSE:CMI NYSE:MUSA NASDAQ:EXTR NASDAQ:CSCO NYSE:HPE NYSE:OSK NASDAQ:LOB NYSE:SNOW NYSE:TDC NYSE:ORCL NYSE:CW NYSE:CRS NASDAQ:IBKR NYSE:EVR NYSE:CBRE NYSE:ROK NASDAQ:HOOD NASDAQ:SNDK NASDAQ:KLAC NYSE:TER NASDAQ:LRCX NASDAQ:ODFL NYSE:GWRE NYSE:CMS NYSE:BEPC NYSE:O NASDAQ:MPWR NASDAQ:NVTS NYSE:BWXT NYSE:OKLO NYSE:OII NYSE:NVR NYSE:CSL NASDAQ:TRMB NYSE:QTWO NYSE:WST NYSE:SEI NASDAQ:ASND NASDAQ:ARGX NYSE:WST NASDAQ:GH NASDAQ:LSCC NASDAQ:ENTG NYSE:FIX NYSE:RBC NASDAQ:WWD NASDAQ:COHR NYSE:VIK NYSE:SPOT NYSE:APG NASDAQ:TWST NYSE:A NYSE:KEYS NYSE:WCN NYSE:RKT NYSE:MTD NYSE:ULS NYSE:VEEV NYSE:NVT NYSE:CRL NYSE:AVY NASDAQ:UMBF

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Retail, E-Commerce, Fintech and Payments

Published July 30, 2026

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

Companies covered:

NYSE:DG NASDAQ:DLTR NASDAQ:FIVE NASDAQ:OLLI NASDAQ:EYE NYSE:RH NYSE:ETD NYSE:FND NASDAQ:AMZN NASDAQ:AAPL NASDAQ:BBBY NASDAQ:LOVE NASDAQ:MSFT NASDAQ:GOOG NASDAQ:META NASDAQ:AMSS NASDAQ:FOSL NASDAQ:JAKK NASDAQ:BIRD NASDAQ:AENT NASDAQ:AFRM NYSE:V NYSE:MA NASDAQ:KLAR NASDAQ:DAVE NASDAQ:CHYM NASDAQ:SEZL NYSE:PRG NASDAQ:COIN NASDAQ:DEFT NASDAQ:UPST OTCMKTS:ZIZTF NYSE:WMT NYSE:TGT NYSE:HD NYSE:LOW NASDAQ:COST NYSE:KR NASDAQ:PEP NYSE:BBY NYSE:BJ NYSE:AZO NYSE:DKS NYSE:CVNA NYSE:BRCC NASDAQ:MAT NASDAQ:HAS NYSE:BBW NASDAQ:ORLY NASDAQ:FNKO NASDAQ:ULTA NASDAQ:CTRN NYSE:AXP NYSE:SYF NASDAQ:PYPL NYSE:FISV NASDAQ:JKHY NYSE:FIS NYSE:TOST NYSE:XYZ NASDAQ:RELY NYSE:CPAY NASDAQ:FLYW NYSE:CRCL NYSE:BFH OTCMKTS:ADYYF OTCMKTS:ADYEY NASDAQ:EXFY NASDAQ:TW

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Single Interviews

Most popular recent articles:

Mitigating SMID-Cap Risk With a Quality-First Approach

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

Companies covered:

NYSE:NVT NYSE:CRL NYSE:AVY NASDAQ:UMBF Buy ($25)

Snowflake Sits at the Center of Enterprise AI

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

Companies covered:

NYSE:SNOW NYSE:TDC NYSE:ORCL NYSE:CW NYSE:CRS NASDAQ:IBKR NYSE:EVR NYSE:CBRE Buy ($25)

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

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

Companies covered:

NYSE:A NYSE:KEYS NYSE:WCN NYSE:RKT NYSE:MTD NYSE:ULS NYSE:VEEV Buy ($25)

West Pharmaceutical Combines Market Dominance With Multiple Profit Drivers

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

Companies covered:

NASDAQ:ASND NASDAQ:ARGX NYSE:WST NASDAQ:GH NASDAQ:LSCC NASDAQ:ENTG NYSE:FIX NYSE:RBC NASDAQ:WWD NASDAQ:COHR Buy ($25)

Monolithic and BWX Offer Durable Growth in a Speculative Market

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

Companies covered:

NASDAQ:MPWR NASDAQ:NVTS NYSE:BWXT NYSE:OKLO NYSE:OII NYSE:NVR NYSE:CSL NASDAQ:TRMB NYSE:QTWO NYSE:WST Buy ($25)

Mid-Caps Balance Proven Models With Long Growth Runways

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

Companies covered:

NYSE:ROK NASDAQ:HOOD NASDAQ:SNDK NASDAQ:KLAC NYSE:TER NASDAQ:LRCX NASDAQ:ODFL NYSE:GWRE NYSE:CMS NYSE:BEPC Buy ($25)


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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