
Goodlord's analysis shows a 41% surge in rental‑insurance demand between September and December 2025 after the Renters’ Rights Bill received Royal Assent. A survey of 234 letting agents and landlords found 76% are now more likely to purchase protection insurance ahead of the Act’s May 1 implementation. The new legislation abolishes no‑fault evictions, limits advance rent payments to one month, and allows tenants to formally challenge rent hikes, prompting landlords to hedge against payment defaults and legal costs. Industry leaders say the market is recalibrating, with agents seeking coverage to mitigate uncertainty.
Newcastle City Council has extended its selective licensing scheme in Byker Old Town and the Greater High Cross area until September 2031, requiring private landlords to pay a £1,000 licence and meet strict property‑condition and tenant‑management standards. The programme, now in...

The Structured Finance Association (SFA) and Bloomberg Index Services are co‑creating a new credit securities index that spans multiple asset classes. Designed to deliver consistent, transparent performance and risk metrics, the index will be embedded directly into Bloomberg Terminal workflows...

Mario Gabelli highlighted at the Barron’s Roundtable 2026 that value investors should target mispriced experiential assets such as media, sports franchises, and entertainment companies. He cited Madison Square Garden Sports as trading at roughly half its calculated intrinsic value and...

Recent 13F filings show several top hedge funds and institutional managers expanding their stakes in Linde plc, underscoring confidence in the industrial gases leader. AQR Capital more than doubled its holding to roughly 430,000 shares, while Point72 and Gotham also...
A client showed me her previous advisor's quarterly report. 47 trades in three months. She thought that meant he was working hard for her. When I looked at her actual returns over 5 years, something didn't add up.
The market’s next move hinges on several key catalysts slated for Tuesday. Home Depot will release its quarterly earnings, while Amer Sports reports its results, both after notable three‑month price gains. Consumer confidence data, expected at 86.8, and an Apple...

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Medifast reported Q4 2025 revenue of $75.1 million, down 36.9% year‑over‑year, as the active earning coach base shrank 40.6% to roughly 16,100. Despite the top‑line decline, average revenue per coach increased 6.2% to $4,664, marking the first year‑over‑year productivity gain since...
“.. the stock’s 3rd largest single day drawdown this century (2nd was covid, 1st was dot com bubble.)” - Goldman desk
Solaris Energy Infrastructure announced a major upsizing of its core power‑solutions contract to 900 MW with a seven‑year tenor, extending earnings visibility to 2033. The joint‑venture, in which Solaris holds a 50.1% stake, is fully financed by a $550 million senior secured...
TPG reported record Q4 2025 results, posting GAAP net income of $77 million and after‑tax distributable earnings of $304 million, or $0.71 per share. The firm raised a record $51 billion in capital in 2025, a 71% increase, and deployed a record $19 billion...
Westlake Chemical Partners reported Q3 2025 net income of $15 million ($0.42 per unit) and consolidated net sales of $3.09 billion, reflecting the completion of the Petro 1 ethylene unit turnaround. Distributable cash flow matched earnings at $15 million but fell $3 million short of...
Harmony Biosciences reported $714.7 million net product revenue for 2024, a 23% year‑over‑year increase, with Q4 sales of $201.3 million driven largely by its flagship narcolepsy drug Wakix. The company announced a generic settlement with Novogen that postpones competition until at least...
Orthofix Medical reported fourth‑quarter 2020 net sales of $118 million, a 3% decline year‑over‑year but a 6% sequential increase. Spine implant revenue grew 9% YoY, propelled by an 11% rise in U.S. M6 disc sales, while motion‑preservation revenue jumped 129% YoY....
Herc Holdings reported a transformative fourth‑quarter 2025, with equipment rental revenue climbing 24% year‑over‑year after the June H&E acquisition and strong mega‑project demand. Adjusted EBITDA rose 19% to $2.0‑2.1 billion for 2026 guidance, while used equipment sales surged 53% but pressured...
International General Insurance Holdings (IGIC) posted Q3 2025 net income of $33.5 million and $94.9 million for the first nine months, delivering a 20% annualized return on equity. The company saw gross premiums written dip 5% in Q3, driven by long‑tail pressure,...
Procore Technologies reported Q4 FY2025 revenue of $349 million, a 15.6% year‑over‑year increase, and a non‑GAAP operating margin of 15%. The company added 2,700 $100,000‑plus ARR customers, now representing 66% of total ARR, and saw free cash flow rise 69% to...
Interface Inc. reported third‑quarter net sales of $364.5 million, a 5.9% increase year over year and 4.2% on a currency‑neutral basis. Adjusted gross profit margin rose 208 basis points to 39.5%, while adjusted operating income grew 24.5% to $54.1 million and EPS...
Leonardo DRS reported Q2 FY2025 revenue of $829 million, up 10% year‑over‑year, and adjusted EBITDA of $96 million, expanding margin to 11.6%. Bookings reached $853 million with a 1.0 book‑to‑bill ratio and total backlog grew 9% to $8.6 billion. The company raised its full‑year...
Chimera Investment Corporation reported Q4 2025 GAAP net income of $7 million ($0.08 per share) and a full‑year profit of $144 million. The board increased the quarterly dividend 22% to $0.45 and signaled it will remain at that level through 2026. Integration...
Globus Medical reported a record $2.519 billion revenue for 2024, up 61% year‑over‑year, and a non‑GAAP EPS of $3.04, a 31% increase. Free cash flow surged 145% to $405 million, allowing the company to eliminate its remaining $1 billion merger debt by Q1 2025....
Henry Schein reported $3.4 billion in Q4 2025 sales, a 7.7% increase and the strongest growth in over three years. Non‑GAAP operating margin held at 7.42% while cash flow from operations jumped to $381 million. Cloud‑based Dentrix Ascend reached over 11,000 subscribers,...
Xenia Hotels & Resorts reported a Q3 2025 net loss of $13.7 million while generating $42.2 million of adjusted EBITDAre and 23 cents adjusted FFO per share, an 8% YoY decline. Same‑property RevPAR was flat, but excluding the Houston market the portfolio saw...
Fidelity National Information Services (FIS) posted Q4 2025 adjusted revenue of $2.7 billion, up 6.3% year‑over‑year, and lifted its full‑year revenue growth outlook to 5.4‑5.7%. Adjusted EBITDA margin expanded to 41.8% with a sequential 200‑basis‑point improvement, while free cash flow conversion...

The share of private‑debt, infrastructure and other illiquid alternatives has surged among institutional and wealth‑management portfolios, driven by regulatory changes and the search for higher risk‑adjusted returns. However, the absence of deep secondary markets and stale pricing creates cash‑flow uncertainty,...
Gladstone Investment Corp reported a NAV increase to $14.95 per share, driven by $1.77 per share of unrealized appreciation and $0.09 per share of realized gains. Adjusted net investment income fell to $0.21 per share, while total assets rose to...
Centene reported full‑year 2025 adjusted diluted EPS of $2.08 and a Q4 loss of $1.19 per share, impacted by a $389 million Magellan divestiture charge. Management forecast 2026 adjusted EPS above $3, implying more than 40% year‑over‑year growth, driven by Medicaid...
Cytokinetics announced rapid global regulatory clearance for MYCorzo, securing FDA, China NMPA, and European Commission approvals within a single week. The company launched the drug in the U.S. with over 700 REMS‑certified physicians and more than 12,000 customer engagements in...
Incyte reported a strong Q4 2025, delivering $1.51 billion in revenue, a 28% year‑over‑year increase, and $5.14 billion for the full year, up 21%. Core products drove the surge: Jakafi posted $828 million in Q4 sales, Opsilura $207 million, and hematology/oncology sales jumped 121%...
Mirion Technologies reported record 2025 orders exceeding $1.1 billion, a 26% year‑over‑year increase, driven by strong nuclear power demand and a $150 million large‑opportunity pipeline. Revenue rose 7.5% to $925.4 million, with adjusted EBITDA up 12% to $227.9 million and free cash flow doubling...
EOG Resources reported a record $4.7 billion free cash flow for 2025, returning 100% of that amount to shareholders through an 8% dividend increase and $2.5 billion of share repurchases. The company cut well costs by 7% by extending lateral lengths and...
Hershey (HSY) outlined a robust 2026 outlook, targeting 4‑5% net‑sales growth and 30‑35% earnings expansion. Management highlighted a 41% gross‑margin goal, supported by cocoa hedges that sit above current spot prices. The salty‑snacks segment posted 18% organic growth in Q4,...
Thomson Reuters reported full‑year 2025 organic revenue growth of 7%, driven by 9% expansion in its core Legal, Corporate and Tax & Accounting segments. Adjusted EBITDA margin rose to 39.2%, a 100‑basis‑point improvement, while free cash flow reached $1.95 billion. The...
Kazakhstan’s oil export pathway is under heightened risk as Ukrainian drone attacks cripple the Caspian Pipeline Consortium (CPC) loading facilities in Novorossiysk, cutting December shipments by roughly 22 percent. The CPC pipeline, which moves over 80 percent of Kazakhstan’s oil,...
Astronics Corp reported record fourth‑quarter 2025 results, with revenue of $240 million, a 15 percent year‑over‑year increase, and operating margin expanding to 14.8 percent. Net income turned positive at $29 million, driven by higher gross profit, cost reductions in SG&A, and successful pricing initiatives...
Simpson Manufacturing reported full‑year 2025 net sales of $2.3 billion, a 4.5% increase driven primarily by pricing, modest acquisitions and favorable FX. Operating margin rose to 19.6% after $13.1 million in cost‑saving initiatives and a $12.9 million gain from asset sales. The company...
Restaurant Brands International reported 2.4% comparable sales growth and 5.3% system‑wide sales increase for 2025, delivering 8.3% organic adjusted operating income growth and a 10.7% rise in adjusted EPS to $3.69. Net restaurant growth slowed to 2.9%, the lowest point...
Exelon Corporation reported full‑year adjusted EPS of $2.77 and GAAP EPS of $2.73, topping the midpoint of its guidance thanks to favorable weather and regulatory outcomes. The utility announced a $41.3 billion capital plan through 2029, with more than 70% earmarked...
Sila Realty Trust reported a solid Q2 2025 performance, highlighted by an EBITDARM coverage ratio of 5.31x and a 99.2% lease occupancy after removing the Stoughton asset. Cash NOI rose 1.7% to $41.9 million, while AFFO per diluted share slipped to...
UFP Technologies reported Q4 2025 revenue of $154.6 million, up 6.5% year‑over‑year, driven by 7.3% growth in its MedTech segment. A labor‑force disruption at the AJR Illinois plant added $3 million in costs, pulling gross margin down to 27.7% and shaving $0.28...
Postal Realty Trust reported Q2 2025 results that lifted full‑year AFFI guidance to $1.24‑$1.26 per share and raised same‑store cash NOI guidance to a 79% range. The REIT added 127 properties for over $60 million at a 7.8% weighted‑average cap rate...
Albany International reported Q4 2025 revenue of $1.2 billion and full‑year sales of $4.6 billion, the strongest top line since 2012. Adjusted EBITDA rose 11% YoY to $232 million in the quarter and $859 million for the year, pushing the margin to 19.7%, a...
Rocky Brands reported record‑setting Las Vegas results in Q4 2025, with net revenue of $505 million and adjusted EBITDA of $231 million, pushing the adjusted EBITDA margin to 45.8%. Consolidated figures also rose, delivering $511.8 million in revenue and $213 million in adjusted EBITDA, while free‑cash‑flow...
Ceribell reported a 34% year‑over‑year revenue increase to $24.8 million in Q4 2025, reaching $89.1 million for the full year. Gross margins remained high at 87% for the quarter, with a cash balance of $159.3 million, while net loss widened to $13.5 million due...
Jazz Pharmaceuticals reported a record $1.126 billion Q3 2025 revenue, propelled by double‑digit growth in its sleep franchise and the successful launch of the rare‑disease drug Modesto. Xywav and Epidiolex sales rose 11% and 20% year‑over‑year, while oncology product Zepzelca saw an...
Clean Energy Fuels reported adjusted EBITDA of $67.6 million for 2025, topping the high end of its $65 million guidance despite the loss of alternative fuel tax credits. GAGA loss widened to $222 million, mainly from non‑cash interest charges tied...
Pacific Biosciences reported Q4 2025 revenue of $44.6 million, a 14% year‑over‑year increase, driven by record consumable sales and higher Vega system placements. Consumables generated $21.6 million, up 15% YoY, pushing non‑GAAP gross margin to 40% for the quarter and the full...
CAVA Group reported a 20% year‑over‑year revenue increase to $289.8 million in Q4 2025, driven by strong same‑restaurant sales growth of 1.9% and the opening of 17 net new locations, bringing the total to 415 restaurants. Restaurant‑level profit margin expanded to...
Evolent Health reported $2.55 billion in 2024 revenue, a 30% year‑over‑year increase, with adjusted EBITDA of $160.5 million landing at the low end of its guidance due to elevated oncology costs. The company announced two major contracts—a New England health plan covering...