Discover Vertex’s Q3 2025 earnings: strong cloud growth, new CEO, $150M share buyback, and AI investments amid guidance cuts.

SAP SE remains overvalued despite a recent correction, with growth rates and cloud backlog decelerating and high expectations ...

You can tell a lot about the state of the software industry by the tone in the room. At recent events, that tone hasn’t been hopeful or forward-looking. It’s been clipped. Irritated. Occasionally ...

Polaris is one of the longest-operating brands in powersports. We believe that its brands, innovative products, and lean manufacturing yield the firm a wide economic moat and that it stands to ...