Lam Research joined Sands Capital’s Select Growth Strategy as AI-driven sector shifts reshaped market leadership in the quarter. Sands Capital Management added Lam Research (NASDAQ:LRCX) to its Select Growth Strategy during Q1 2026, citing the company’s role in semiconduct
Over 43 million borrowers must navigate revised federal loan policies, including SAVE plan termination and new borrowing limits. Federal student loan policies are shifting for 43 million borrowers holding $1.6 trillion in debt, with key changes taking effect July 1. The te
Select Growth Strategy returned -12.9% versus Russell 1000 Growth’s -9.8% amid AI-driven market rotation and geopolitical tensions. Sands Capital Management’s Select Growth Strategy posted a -12.9% return in Q1 2026, trailing the Russell 1000 Growth Index’s -9.8%. The unde
THE GIST Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick Tap here. As Uber works to one day make its drivers irrelevant via Waymo and other forms of automation, the $150 bi
Is LPX a good stock to buy? We came across a bullish thesis on Louisiana-Pacific Corporation on Quality At A Fair Price’s Substack In this article, we will summarize the bulls’ thesis on LPX. Louisiana-Pacific Corporation's share was trading at $70.05 as of June 8th
Is VZ a good stock to buy? We came across a bullish thesis on Verizon Communications Inc. on X.com by @MoneyShow In this article, we will summarize the bulls’ thesis on VZ. Verizon Communications Inc.'s share was trading at $45.44 as of June 8th. VZ’s trailing and f
Is USAS a good stock to buy? We came across a bullish thesis on Americas Gold and Silver Corporation on X.com by @MoneyShow In this article, we will summarize the bulls’ thesis on USAS. Americas Gold and Silver Corporation's share was trading at $4.9600 as of June 8
Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth s
Is NTR a good stock to buy? We came across a bullish thesis on Nutrien Ltd. on X.com by @MoneyShow In this article, we will summarize the bulls' thesis on NTR. Nutrien Ltd.'s share was trading at $67.28 as of June 8th. NTR's trailing and forward P/E were 13.69 and 1
Is IRM a good stock to buy? We came across a bullish thesis on Iron Mountain Incorporated on X.com by @MoneyShow In this article, we will summarize the bulls’ thesis on IRM. Iron Mountain Incorporated's share was trading at $123.50 as of June 8th. IRM’s trailing and
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