The Wall Street Transcript

Mitigating SMID-Cap Risk With a Quality-First Approach

Brian Kute, CFA, of Johnson Investment Counsel shares how a disciplined Quality, Valuation, and Momentum (QVM) approach drives SMID cap success.
The Wall Street Transcript

Monolithic and BWX Offer Durable Growth in a Speculative Market

Curi Capital's Chris Faber and Jeff Jones break down their "lifecycle framework," market narrowness, and separating speculative AI froth from durable businesses.
The Wall Street Transcript

Waste Connections, Rocket Mortgage Offer a Different Way to Play AI

T. Rowe Price's Ashley Reed Woodruff and Donald Easley unpack mid-cap growth trends, AI capex risks, and top stock picks like Agilent, Veeva, and UL Solutions.
The Wall Street Transcript

West Pharmaceutical Combines Market Dominance With Multiple Profit Drivers

Artisan Partners' Jason White shares his midcap growth strategy, managing AI exposure, valuation discipline, and top stock picks like APi Group and West.
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Snowflake Sits at the Center of Enterprise AI

TimesSquare’s Sonu Chawla shares mid-cap growth insights, exploring AI winners like Snowflake (NYSE: SNOW), aerospace leader Curtiss-Wright, and specialized finance.
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Waystar and Jack Henry Stand Out as AI-Era Software Winners

Aaron Schaechterle is a Portfolio Manager on the U.S. Small/Mid-Cap Growth Team at Janus Henderson Investors. Additionally, he serves as a Research Analyst, focused on the Industrials & Materials and ...
The Wall Street Transcript

Mid-Caps Balance Proven Models With Long Growth Runways

Ian Sexsmith, CFA, is a Portfolio Manager and Senior Analyst at Parnassus Investments. He is responsible for portfolio management of the firm’s Mid Cap and Mid Cap Growth strategies and firmwide ...
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Interview with the CEO: Picard Medical Inc. (NYSEAMERICAN:PMI)

Patrick NJ Schnegelsberg is the CEO of Picard Medical Inc. and its wholly owned subsidiary SynCardia Systems LLC. Mr. Schnegelsberg has over 25 years of executive leadership experience and a proven ...
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AI-Themed ETF Rotates Into Memory as Next Leg of AI Trade

Dave Mazza is Chief Executive Officer of Roundhill Investments, where he leads the firm’s strategy and execution across product development, investments, sales, marketing, and capital markets. He is a ...
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New Fund Targets the Infrastructure That Enables AI

Robert Thummel joined Tortoise Capital in 2004 and is a Senior Portfolio Manager and member of the Investment Committee. Mr. Thummel brings extensive investment and finance expertise, with frequent ...
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Argenx Builds Momentum on Strong Execution and Expanding Indications

Matt Phipps, Ph.D., is Group Head of Biotechnology Equity Research at William Blair & Co, LLC. He joined the firm in November 2014, after working as a postdoctoral research fellow at Texas Scottish ...
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Interview the Chairman and CEO: Momentus Inc. (NASDAQ:MNTS)

John C. Rood is Chief Executive Officer and Chairman of Momentus Inc., a U.S. commercial space company that offers in-space infrastructure services, including in-space transportation, hosted payloads ...