The Wasatch Long/Short Alpha Fund, managed by Wasatch Global Advisors, has recently published its Q1 2026 investor letter, which is available to download here. A shift in investor sentiment led to a market correction and increased volatility in U.S. small- and mid-cap stoc
Beverage giants enter a quiet margin war For a long time, investors mostly treated Coke and Pepsi the same way. Defensive consumer names Predictable cash flow. Stocks people bought when they wanted stability and forgot about when the market turned aggressive
In its first-quarter 2026 investor letter, Wasatch Long/Short Alpha Fund highlighted stocks like The Ensign Group, Inc. (NASDAQ:ENSG). The Ensign Group, Inc. (NASDAQ:ENSG) is a healthcare services company that provides skilled nursing, senior living, and rehabilitative ser
Mizuho sets a $320 target for ORCL, citing strong Q4 2026 earnings potential, but shares drop 6% on cash flow concerns. Oracle (NYSE: ORCL) stock declined 6% in early trading Wednesday, paring its 52-week gain of 45.5%. The drop contrasts with Mizuho’s $320 price target, u
Quick Read - UFO surged 165% over the trailing year, with 32% coming in April alone as SpaceX IPO speculation and $321 million in inflows flooded the fund. - While SPY gained just 11% over the same window, UFO's basket trades above 100x earnings with 60% of holdings still...
NVIDIA’s stock delivered a handsome gain, so why did it get left in the dust by its peers? You pocketed a 62.2% gain on NVIDIA (NVDA) over the last year You should be thrilled. So why does it feel like you missed the party? Because you did. Over the same 12 m
GameStop reported a sharp improvement in first-quarter (Q1) earnings and operating performance, supported by continued growth in its collectibles business, which helped drive a 14% increase in net sales for the quarter ended 2 May 2026. For the period, the US video game re
Rivian’s R2 SUV achieves identical energy efficiency to Tesla’s Model Y, marking a rare challenge to Tesla’s dominance in EV performance. Rivian’s R2 Performance AWD SUV has matched Tesla’s Model Y in key EPA efficiency metrics, a milestone for the EV sector. Both vehicles
AppLovin reported Q1 revenue of $1.84 billion and raised guidance, driving a 37.4% stock rally in May. AppLovin (NASDAQ: APP) shares climbed 37.4% in May after the company posted stronger-than-expected first-quarter results. Revenue rose 58.6% year-over-year to $1.84 billi
The Wasatch Long/Short Alpha Fund, managed by Wasatch Global Advisors, has recently published its Q1 2026 investor letter, which is available to download here. A shift in investor sentiment led to a market correction and increased volatility in U.S. small- and mid-cap stoc
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