Podcast Episodes
Back to SearchRoper Technologies Stock (ROP): The Cash Compounder Fell 37% — Then Bought ITSELF. Our Call: BUY
Roper Technologies (ROP) Q2 2026 — Roper Technologies (ROP), the serial acquirer of niche vertical-market software and tech-enabled businesses (Delte…
1 month, 1 week ago
argenx Stock (ARGX): VYVGART Sales Jump 60% and It’s Now PROFITABLE — Here’s Why We Say BUY
argenx SE (ARGX) Q2 2026 — argenx (ARGX), the Dutch-Belgian immunology biotech behind the blockbuster VYVGART franchise (efgartigimod, an FcRn blocke…
1 month, 1 week ago
West Pharmaceutical Stock: It Beat & RAISED on the GLP-1 Boom — Is WST a Buy Now?
West Pharmaceutical Services (WST) Q2 2026 — West Pharmaceutical Services (WST), the near-monopoly maker of the elastomer stoppers, seals and deliver…
1 month, 1 week ago
Nokia Stock: Record €2.8B in AI Orders — So Why Did It Still Fall? Why We Say HOLD (NOK Q2 2026)
Nokia (NOK) Q2 2026 — Nokia (NOK, NYSE ADR) reported Q2 & Half-Year 2026 on July 23, 2026. Comparable operating profit rose 18% YoY to €434M — a beat…
1 month, 1 week ago
Union Pacific (UNP): Record Revenue & an $85B Norfolk Southern Merger — So Why We Say HOLD
Union Pacific Corporation (UNP) Q2 2026 — Union Pacific Corporation (UNP), North America's largest Class I railroad, reported RECORD Q2 2026 revenue …
1 month, 1 week ago
Infosys Stock (INFY): Guidance Cut, 52-Week Low — Falling Knife or a 5% Dividend Bargain?
Infosys Limited (INFY) Q1 FY2027 — Infosys (INFY), India's ~$43B #2 IT-services giant, reported Q1 FY2027 (quarter ended June 30) on July 23 — and th…
1 month, 1 week ago
Rollins Stock (ROL): Down 40%, and a Rare Double Miss — Is Orkin’s Owner Finally Cheap?
Rollins, Inc. (ROL) Q2 2026 — Rollins (ROL), the pest-control compounder behind Orkin, HomeTeam, Clark, Western and Fox, reported a rare Q2 2026 DOUB…
1 month, 1 week ago
Badger Meter Stock (BMI): The Smart-Water Darling Fell 40% — Cheap After Q2 Earnings?
Badger Meter (BMI) Q2 2026 — Badger Meter (BMI), the debt-free leader in smart water metering (ORION/BEACON hardware + the BlueEdge software suite), …
1 month, 1 week ago
Lockheed Martin Stock: The +444% EPS Beat Is a MIRAGE — Why LMT Is Still a BUY (Q2 2026)
Lockheed Martin (LMT) Q2 2026 — Lockheed Martin (LMT), the world's largest pure-play defense prime (F-35, PAC-3/THAAD missile defense, Sikorsky, Spac…
1 month, 1 week ago
RTX Stock: It Beat Earnings and RAISED Guidance AGAIN — So Why We Say HOLD
RTX Corporation (RTX) Q2 2026 — RTX Corporation (RTX), the aerospace-and-defense prime (Collins Aerospace, Pratt & Whitney, Raytheon), reported a blo…
1 month, 1 week ago