After a brutal year for the stock, a new position suggests at least one investor sees disconnects between BILL’s fundamentals and where the market has priced the business.

Illinois-based Guardian Wealth Management acquired 40,545 shares of Pathward Financial in the third quarter. The stake was worth about $3 million at quarter-end. The new position places Pathward ...

New York City-based Tribune Investment Group acquired 335,000 shares of Core & Main in the third quarter. The position was worth an estimated $18.03 million at quarter-end. It represents 8.74% of 13F ...

EYLD is a value driven quantitative EM ETF with equal weight exposure, outperformance, strong value traits, and China risk.

Amazon is positioned as a dominant AI infrastructure and monetization leader, with Q3 2025 net sales up 13%. Read why I am ...

A contrarian allocation into China’s largest housing platform highlights where disciplined capital is looking for durability, cash flow, and optionality in an out-of-favor market.

A deal collapse rewrote the stock’s near-term narrative, so the story has changed quite a bit since quarter-end.