In a recent Seeking Alpha readers poll on AI investing, 26.9% said they believed investors should place the most capital in ...
Greenhaven Road defends its PAR Technologies stake, citing record signings, strategic RFPs, and deferred growth with high ...
Greenhaven Road defends KKR’s resilience amid private equity skepticism, citing diversified AUM, insider alignment, and fee ...
David Abrams’ Abrams Capital Management 13F portfolio rose to $6.17B in Q3 2025, with 12 holdings and high concentration in ...
Greenhaven Road highlights Lifecore’s undervaluation and growth potential, urging investors to look past market misreads and ...
Greenhaven Road reaffirms its Cellebrite thesis, citing AI tailwinds, legislative catalysts, and strong financials despite ...
Greenhaven Road Capital's Q3 2025 letter analyzes a -9% return, citing no AI exposure and undervalued software holdings.
Senate Democrats signaled Sunday that they are prepared to move forward with a legislative package aimed at ending the ...
S&P 500 correction sparks crash fears, but historical trends signal a buying opportunity—learn why a year-end rally could ...
China’s Ministry of Commerce said Sunday it will lift export restrictions for a year on five key minerals used in ...
Rangebound might be a better word. But they are in a zone which, as with much about today's US economy, leads to "K-shaped" ...
Gartner was a detractor during the quarter after reporting Q2 results where contract value growth slowed to 5% from 7% in Q1 ...
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