Restaurants are squeezed on costs and Toast is turning that pain into a platform win The restaurant industry is in a vise. Food and labour keep getting more expensive while guests push back on higher menu prices.…
Resideo Technologies A fix built on execution not inflation For two years the market paid up for companies that could raise price. Now inflation is cooling and investors are asking a tougher question. Which margins were…
Markel is setting its own path in a noisy market In a market full of macro and geopolitics, too many stocks feel hostage to headlines. You wait and hope. Markel looks different. The company has laid out a plan with…
Oscar Health in the eye of the ACA storm As 2025 closes, the ACA market faces a real stress test. Enhanced subsidies may expire. CMS is rolling out new programme integrity rules that narrow enrolment windows and tighten…
Coinbase is being repriced by a quiet institutional wave The shift the market is not watching While many focus on headlines about regulation, a different story is building in the background. Big banks are moving. In…
Vivid Seats is priced for a slowdown while live events heat up The fear in retail hides a boom in experiences Headlines say the consumer is tired. Confidence sits near a cycle low and shoppers cut back on goods. Yet the…
Brazil is now open. One overlooked platform is set to move Every investor waits for the one change that can reset the story. Sometimes it is a drug approval or a new patent. Right now it is Brazil. The country has…