I'm upgrading InMode to Buy due to improved capital allocation, including significant share buybacks and the potential for record dividends. Despite a 20% revenue decline in 2024, InMode remains a ...

Investors are trained to obsess over earnings. Beats and misses dominate headlines, drive short-term price moves, and anchor most conversations around stocks. That framework worked when liquidity was ...

Contends Driven Brands is Undervalued by the Public Markets due to Structural, Capital Allocation, and Governance Failures Believes That Strategic Process Will Maximize Value for All Shareholders ...